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Module 1 - Clients and Funding

After completing this module delegates will be able to investigate and identify the issues that will be encountered upon initial contact with the client, arrange appropriate funding for their personal injury claim and secure the instruction

Outline

  1. Client Care
  2. Client Fact Finding
  3. Identifying the Correct Parties
  4. Conflict of Interest
  5. Funding
  6. CFA Regulations

Objectives

By the end of this module, delegates will be able to:

  • Outline the various issues arising from first client contact;
  • Obtain instructions to act in a consistent and practical manner;
  • Obtain details of a claim effectively;
  • State the key issues surrounding client care;
  • Identify what funding options are available to clients;
  • Provide correct advise to the client regarding their funding options;
  • Outline the contents of a client care letter;
  • Outline the contents of a CFA agreement to ensure it is enforceable.

Module 2 - First Steps

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Diploma Students In Action On One of The 6 Modules

What our delegates say...

Course pack received within plenty of time to allow purchase of text, good handouts and good location - Hannay, Donns LLP

Friendly, informative, relaxed and enjoyable - Wilson, Gorman Hamilton

Clear and concise objectives were set and interactive tasks assisted learning - Milne, Simpson Millar

Made clear points, very easy to understand and get on with - Maguire, Carpenters

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