Paid Courses

Financial Protection (FP)

This is a Standard Course. See Course Types for more details about how to book a Standard Course.

Participants will learn how to add records, bank accounts, and manage processes as an appointee or deputy of client finances. This course includes a workshop session.

By the end of the course, participants will:
• Understand how the financial protection module works
• Have processed various transaction records
• Be able to discuss the basics of process development

Who is it for?
• Local authorities implementing the financial protection module
• Deputeeship/appointeeship officers

Outcomes & benefits
By the end of this course, participants will be able to:
• Set up financial protection records
• Process bank accounts records and transactions in ContrOCC
• Generate OPG returns from ContrOCC
• Set up and manage financial protection processes
• Develop and maintain financial protection processes in ContrOCC

• Basic knowledge of ContrOCC is recommended
• Knowledge of the appointeeship/deputeeship processes within your local authority

Product: ContrOCC Level: Intermediate Type: Standard Duration: 1 Day

  • Intro
  • Links & Logins
  • Course Objectives
  • Introduction
  • Sessions
  • Tower Hamlets
  • Materials
  • Slides
  • Workbook
  • Part 1
  • Part 1 Slides
  • Exercise 1
  • Part 1 Test
  • Part 2
  • Part 2 Slides
  • Exercise 2
  • Part 2 test
  • Part 3
  • Part 3 slides
  • Part 3 test
Completion rules
  • You must complete the units "Exercise 1, Part 1 Test, Exercise 2, Part 2 test, Part 3 test"
  • Leads to a certification with a duration: Forever