Description
CORE SKILLS: PROFESSIONAL SKILLS, FILE MANAGEMENT AND ETHICS WORKSHOP
| Session Length: | 3 hours |
| CPD Points Awarded: | 3 points |
The Core Skills: Professional Skills, File Management and Ethics Workshop is a 3 point CPD workshop that is designed to establish or supplement a number of essential migration industry skills. The topics to be covered include Professional Skills, file management within a professional office and a in-depth discussion of the Ethics and Professional Responsibilities of an Australian Legal Practitioner and Registered Migration Agent.
TOPICS COVERED:
- Professional Skills – Client Interview and Client Management Skills
- Pre-interview preparation
- Giving Advice
- Ensuring Client Understanding of Advice
- Managing Client Expectations
- Dealing with Difficult Clients
- Giving Advice on Negative Outcomes
- 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
- Ethics in Migration Law
- The OMARA Code of Conduct and the Legal Profession Uniform Law
- Duty to the Court and to the Administration of Justice
- Duty of Competence and Standards of Professional Conduct
- Professional Obligations to Clients
- Client Confidentiality and Legal Professional Privilege
- Handling Conflicts of Interest
- Financial Obligations – Account-Keeping
- Professional Courtesy and Relations between Practitioners
- Employee Oversight and responsibility over subordinate conduct
- Responding to Regulatory Authorities
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.
Workshops will consist of discussion and case study analysis. There is no assessment component but participants will be given an opportunity to attempt simulated case studies based on real-life scenarios.
*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 Professional Skills component of the workshop falls within the Professional Skills CPD field for Lawyers.
The section covered in the File Management component of the workshop falls within the Practice Management and Business Skills CPD field for Lawyers.
The section covered in the Ethics component of the workshop falls within the Ethics and Professional Responsibilities 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.
