Care Act – Charging and Financial Assessment
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Care Act – Charging and Financial Assessment

Me Learning
Updated Aug 21, 2019

Course Overview

This financial assessment for care course forms part of our suite of online courses developed to support the implementation of Part One of the Care Act 2014.

It’s based upon the Skills for Care training materials.

On completion of this course you’ll get a certificate with your name, CPD hours, the date and learning objectives discussed.

The course also contains additional resource materials, useful links and refresher guides you can come back to anytime.


Target Audience

This course is designed for you if you have any role in providing information and advice on charging and financial assessment (including deferred payment agreements).

This includes anyone employed by local authorities with social services care assessment responsibilities and managers of people and teams undertaking the above roles.


Learning Objectives

Once you’ve completed this course, you’ll have a full working knowledge of:

  • Services that can and cannot be charged for
  • What to consider when undertaking a financial assessment or carers’ assessment
  • The implications of the Act for self-funders wanting care in a care home or in another setting
  • What happens if a person lacks capacity
  • Deprivation of assets
  • What local authorities must do to ensure adequate choice
  • Who pays top-up fees and how this is arranged
  • What carers can be charged for
  • Debt recovery


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