Skills Workshop 1 for OISC Advisors: Taking initial instructions and client care

3 CPD

This workshop looks at the initial client interview, and the essential information the adviser will need from the client to begin work on the case. We will then be looking at the various sources of law beyond the immigration rules to ensure all options for our client are considered. That will allow us to begin assessing the merit of the possible options, and draft the essential client care letter that will summarise all of this.

• asking the right questions
• identifying the correct law
• assessing merit
• drafting a client care letter

Learning objective – advisers will be able to understand and apply the processes necessary to begin the detailed preparatory work on a new case.

(special price ends a week before the course commencement, all the courses are subject to VAT )