MASS Training
54 Baldwin Street
Bristol BS1 1QW

Telephone 0117 904 5970

• MASS Diploma Overview
• Dates and Locations
• Module 1
• Module 2
• Module 3

• Module 4
• Module 5
• Module 6
• Pricing

Module 1 - Dealing with your clients

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 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

• 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 - Risk Assessment Part 1 - RTA Cases