CPD Lesson Outline and Objectives
Part 1:
Mastering Initial Consultations (50 minutes)
·
Introduction
to Client Consultations
o Overview of the consultation process,
setting expectations, and building rapport, with a focus on the unique
challenges new RCICs may face.
o Transparency is key!
§ Abiding by Sections 6, 23(1) and 22 of
the CICC Code from the first interaction with a client
§ Group discussion on other areas of the
Code that relate to transparency
·
Practical
Exercise: Drafting a Consultation Agreement
o Using templates and examples,
participants draft a consultation agreement that meets the requirements of
Sections 23(1) and 23(2) of the CICC Code, tailored for a hypothetical
first client scenario.
·
Discussion:
Overcoming Initial Consultation Challenges
o Strategies for managing common
concerns of new consultants, such as standardising approaches, handling
difficult questions, and establishing trust.
Part 2:
Crafting Compliant Service Agreements (50 minutes)
·
Analyzing
Sample Agreements
o Breakdown of service agreement
components with examples, emphasizing clarity, transparency, and client
protection as outlined in Section 24(1).
·
Workshop:
Customizing Service Agreements
o Interactive session where participants
adapt a service agreement template for various client types, focusing on the
nuances of different immigration pathways.
·
Real-Life
Topic Discussion: Navigating Early Ethical Dilemmas
o Case studies on ethical dilemmas
specific to new RCICs, such as handling clients with complex cases or ethical
concerns in agreement terms.
Part 3:
Preparing Effective Submission Letters (50 minutes)
·
Submission
Letter Basics
o Examination of successful submission
letter elements, tailored to the needs of new consultants handling their first
applications.
·
Interactive
Writing Workshop
o Group activity to draft submission
letters based on common first-client scenarios, incorporating feedback from
peers and instructors.
·
Real-Life
Scenario: Addressing Processing Delays and Follow-ups
o Practical advice on communicating
effectively with clients and immigration authorities during processing delays
or when additional information is requested.
Conclusion
and Wrap-Up (5 minutes)
·
Summary
of key learnings, with an emphasis on practical steps for new RCICs to apply
these insights with their first clients.
·
Final
Q&A to address any lingering concerns or questions from participants.
·
Distribution
of a comprehensive resource list, including templates, sample documents, and
further reading recommendations.
Duration: 2.5 hours = 155 minutes completed
