Description
CORE SKILLS: FILE MANAGEMENT WORKSHOP
| Session Length: | 1 hour |
| CPD Points Awarded: | 1 point |
The Core Skills: File Management Workshop is a 1 point CPD workshop that is designed to establish or supplement a number of essential migration industry skills.
TOPICS COVERED:
- Practice Management and Business Skills – File Management
- Maintaining an organised file
- File notes and correspondences
- Submitting complete applications
- File Management systems
- Maintaining client confidentiality
- Costs Agreements
- Returning client documents
- When clients terminate the appointment
The Workshop is intended to provide Registered Migration Agents (RMA professionals) and Lawyers with an enhanced skill-set in managing clients files and good internal business practice.
*CPD Recordings for Lawyers:
The Video recordings have been designed to meet the CPD needs of lawyers. If the session does meet your CPD needs according to the Uniform CPD (Solicitors) Rules 2015 available here, you may claim 1 CPD unit for each hour of viewing (breaks not included). These recordings are considered Private Study units of an audio/visual material.
Each workshop and information session video replay includes a set of presentation slides and relevant case studies (if applicable). Workbooks are not included in the pricing and are available for purchase separately here.
Lawyers are advised to check their relevant State/Territory legal regulator on the limit of CPD units available to be claimed as Private Study units.
The section covered in the File Management component of the workshop falls within the Practice Management and Business Skills CPD field for Lawyers.
*Recordings for Non-Lawyer RMAs:
Non-lawyer RMAs are unable to claim OMARA CPD points for pre-recorded CPD recordings or video replays of a workshop or information session. If you need OMARA CPD points, Enriched Migration Training offers a range of CPD topics relevant to your migration agency practice for OMARA Re-registration purposes. CPD workshops (Face-to-Face or online webinars) are offered “live” to meet the OMARA CPD requirements for RMAs and Lawyers.
