Training Banner A

Training

NASMA Training Events 2016/17 

The booking form for these events is available HERE.

Introduction to Student Funding - Wednesday 22nd March 2017 10:00-16:00

Venue: British & Irish Modern Music College, Effie Road, Fulham Broadway, London SW6 1EN

This one-day training event will be particularly relevant to those new to student money advice and fund administration, as well as a refresher for those returning to the field following a period of time away.

The training will include:

  • Funding paid by SLC& HEIs
  • Eligibility criteria
  • What's available?
  • The application process
  • When things go wrong
  • Student loan repayments
  • Other funds and bursaries
  • EU Students/Migrant Workers

Trainers:  Helen Abrahams, Student Advice Service Manager , University of Brighton & Claire Evenden, Senior Finance Student Manager, University of Greenwich.

Helen is the Student Advice Service Manager at the University of Brighton. She has been in post for 10 years having moved from the world of welfare rights advice and as well as managing a very experienced team of Advisers, she manages her own caseload. Helen oversees appeals and complaints for all university managed funds and is the named contact for Estranged students at the university, passionate about signing Brighton up for the Stand Alone Pledge. A former NASMA Executive Board member, Helen is now an active and busy member of the Financial Capability and Research Committee.

Claire is a Senior Student Finance Manager and has been an advisor at the University of Greenwich for over 20 years.  She administers all the university and philanthropic awards, including hardship funds at the University of Greenwich. In addition she manages the delivery of various IAG services to students across three sites including one to one advice services dealing with SFE, regulations, benefits and fees assessment appeals, Federal Aid and Money Doctors. She has been a board member and Treasurer of NASMA and is a regular attendee at the annual APDE. 

CPD Hours (which can be used towards Accreditation ): 5 hours 
Delegate Rates: Pricing Tier 2 (see below)

Advanced Advice Skills 

This practical course is for experienced advice practitioners wishing to reflect on their personal practice and explore various approaches to helping people.

Wednesday 10th May 2017 10:00-16:00 - University of Leeds

This training session will include:

What is effective?

  • Review of 6 stage process
  • What are the key skills and approaches that help us to advise challenging clients?
  • What does an effective adviser look like?
Ways of approaching advice

  1. What sort of adviser are you?
  2. Organisational culture and its impact on work practice
  3. Transference & displacement as psychological phenomena in advice work
Staying well, staying happy

  • Tools & techniques for effective de-briefing after challenging situations
  • Practices to develop self-awareness and personal resilience at work
  • How to embed a practice of reflection and team-support

Trainer: Kerry Sands, Learning Specialist - Advice UK

CPD Hours (which can be used towards Accreditation ): 5 hours 
Delegate Rates: Pricing Tier 3 (see below)

U.S.Loans - Monday 15th May 2017 - King's College London (Strand Campus)

There will be an opportunity for delegates to submit their own questions regarding US Loans prior to the event which will then be covered at the session. The workshop will also cover

  • Changes for the 17/18 academic year and how/when they will be addressed.
  • Implications of new USA Presidency & Brexit on US Loans
  • Overview of US Loans Process - Eligibility, Application Process, Practicalities, Reporting, Late Starts, Withdrawals.
Trainer: Sean McNally

After 15 years in teaching, Sean spent 22 years in the Finance Division at LSE, with Fees and Loans under his command. LSE has long been the largest real ‘foreign school,’ and was the first to be targeted for Compliance Audit, and so encounter bigger problems. There are very few problems and recent changes which Sean hasn’t already experienced and resolved, as manager, practitioner or trainer, and shared that learning and experience as he assists individual universities and schools, writes all the idiot guides in circulation, the standard CoA used globally, and owns the US-Loans jiscmail

  • CPD Hours (which can be used towards Accreditation ): 5 hours 
  • Delegate Rates: Pricing Tier 3 (see below)

Professional Development Days

Wednesday 26th April 10:00 -16:00 University of the West of Scotland (Paisley Campus)

The booking form for this event will be available shortly

You will have a choice between the folllowing sessions

Advanced Advice Skills (full day)

This practical course is for experienced advice practitioners wishing to reflect on their personal practice and explore various approaches to helping people.

This training session will include:

  • What is effective?
  • Review of 6 stage process
  • What are the key skills and approaches that help us to advise challenging clients?
  • What does an effective adviser look like?
  • Ways of approaching advice
  •  What sort of adviser are you?
  • Organisational culture and its impact on work practice
  • Transference & displacement as psychological phenomena in advice work
  • Staying well, staying happy
  • Tools & techniques for effective de-briefing after challenging situations
  • Practices to develop self-awareness and personal resilience at work
  • How to embed a practice of reflection and team-support
Trainer: Kerry Sands, Learning Specialist - Advice UK
 

or 

Dealing with Difficult People (am session)
&
Increasing Involvement (pm session)

Dealing with Difficult People

People with money worries can make tricky clients.  Getting a positive result from an advice session needs insight into why they feel the way they do, and how best to work with them.  This workshop will support you in gaining this insight, with practical techniques for defusing difficult situations.

  • Introduction - I hate it when
  • Allocation and advocacy exercise
  • Debrief advocacy
  • Discussion: best approach
  • 4 E’s presentation and debrief
  • Bad news exercise

Increasing Participation

Everyone wants clients to make use of their service, and preferably to do so at an early stage where we can be the most help.  What works well for one agency, however, might not be effective for another as settings, clients and issues vary, so in this session we’ll look at how to identify different client groups, and create strategies to attract them to your service, focussing on ‘catching them early’.  We’ll also look at promoting preventative services, and dispelling misconceptions about your role so that resources can be used efficiently.  

  • Presentation: principles of promoting your service – bad advice I get
  • Ideastorm: client types and the problems they have
  • Discussion: main client groups - segmentation
  • Understanding distraction and competition: why people don’t use your service
  • Understanding market positions and their impact on client perception
  • ‘On’ and ‘off’ messages for different client segments
  • Using all the above to create an effective promotion strategy
Trainer: Ash Charlton

CPD Hours (which can be used towards Accreditation ): 5 hours 
Delegate Rates: Pricing Tier 3 (see below)

Wales Region - Professional Development Day

Thursday 27th April 10:00 - 16:00 Cardiff University (Glamorgan Building)

The booking form for this event will be available shortly

You will have a choice between two sessions in the morning and two in the afternoon.

Morning Session 

EU Migrant Workers

or

Managing Campaigns 

Afternoon Session

Psychology of Money

or

Forced Marriage

Session Descriptions

EU Migrant Workers

This session will cover

An overview of the EEA Migrant Worker process including:

  • The Migrant Worker Variants (spouse, child etc)
  • Evidence Requirements
  • Processes
  • Regulatory Guidance
  • How you could help an EEA Migrant Worker student.

Trainer: Daniel Swinburne, Student Loans  Company. I have worked for SLC for 8 and a half years, originally within the Contact Centre, then Core Assessing and since 2009 I have worked with the EEA Migrant Worker Team both in my original Assessor role and my current Senior Assessor role. I am currently responsible for the Migrant Worker processes and coaching of the relevant staff within our Assessing Teams.

Managing Campaigns

This practical workshop will cover:

  • What is meant by campaigning and some of the different types of campaigns
  • How to identify influencers within the University & beyond 
  • The central role that decision makers have on the impact of campaigns
  • How to draw upon a range of tools to plan, deliver monitor and evaluate campaigning activity.

Trainer: Eri Mountbatten is a student adviser specialising in welfare and money advice for Aberystwyth University Students’ Union. Eri is a freelance writer, researcher, trainer and founder of WinWin Training, a company focusing on welfare reform training and campaign work.  He has been interviewed by the BBC on the topic of students and money and has written for the British Council (Education UK), Adviser magazine and others.  Eri also engages in public policy via his strategic board work and is on the committee Executive Board for NAWRA and the Campaigns Working Group for NASMA.  

Psychology of Money

This high energy workshop explores the practical psychology of money and behaviour in order to understand how our actions are driven by our feelings, beliefs and values, and to use this to have a positive impact on student's goal setting and motivation. The Psychology of Money session isn't about rates of interest or pensions. It's all to do with injecting confidence into students' relationships with their finances and helping to get through to them before they reach the point of crisis. The workshop works on two levels enabling you to both learn ideas and techniques that will be useful in working with students and helping you to apply the tools and concepts to your own finances should this be of interest.

Trainer:  Neil Almond is a highly respected and sought-after coach, trainer and consultant. He is an experienced money coach specialising in the psychology of money and money mastery. He has delivered money coaching projects for major banks (including Barclays and Lloyds) the Money Advice Service, The FSA Money Doctors and of course NASMA. He was also Money Coach for University of Sussex.

CPD Hours (which can be used towards Accreditation ): 5 hours 
Delegate Rates: Pricing Tier 3 (see below)

Training Event Rates:

Pricing Tier 1

  • Accredited/Ordinary Members: £40
  • Associate Members: £60
  • External Delegates: £100
Pricing Tier 2

  • Accredited/Ordinary Members: £75
  • Associate Members: £100
  • External Delegates: £180
Pricing Tier 3

  • Accredited/Ordinary Members: £100
  • Associate Members: £130
  • External Delegates: £225
Please note that unless specifically stated, lunch is not provided at NASMA training events.

 

Last updated 16th February 2017