This half-day interactive on-line course is designed for anyone who wants to make sure that their CASEBook case records are as good as they can be. The Quality of Advice Audit stipulates what needs to be recorded and how, and this course will show you how to meet those requirements every time.
Tutor: Gill Ormond
Audience: All advisers
Session: 3 hours
Objectives:
- To describe the basis of Quality of Advice Audit Requirements
- To understand the concepts of satisfactory, unsatisfactory and detrimental in the context of the QAA
- To meet the requirements in terms of
Understanding the Issue
Research and Advice
Next Steps
- To recognise what good looks like in case records
