IMEDA Mentorship series: Assessment – the first step to success

Seminar ID
PON-2014-02-05
Date and time
Wednesday, February 5, 2014 at 14:00 EDT   see it in calendar
Presenter
Katarina Onuschak
Katarina Onuschak
presenter's bio
Attendance
  • recording
Languages
  • in English
CPD hours
ICCRC 1.5 CPD hours - Validity of the recording expired on: 15.01.2018
LSUC 2.25 Professionalism hours available until: 31.12.2018 , 1 Substantive hours available until: 27.10.2018
LSBC 3 CPD hours available until: 31.12.2018
Description

IMEDA Mentorship series

The entire series is dedicated to practice management and ethics - these are two factors that can make or break an immigration practitioners (mostly sole practitioner). While the idea behind these series is to offer these tools to immigration consultants, we are positive that many new lawyers or lawyers who never practiced immigration law will find them useful.

As for the second part of each of these seminars, the format of the workshop is identical but each is focused on a different area of immigration practice - the area is identified in each agenda. The workshop will simulate a client's intake, assessment, legal advice, preparation of a file, submission and keeping track of the file.

Assessment - the first step to success

In immigration practice, the most important ability is to properly assess the client, having in mind future applications and the objective of the client. 

Knowing how to ask the right questions,how to solicit truthful answers, how to avoid potential misrepresentation, or a refusal of a case is the staple of your practice. 


What do you need to know about immigration to successfully assess a client
Know your client
Ask the right questions
Intake sheet
Interview questions
Principal applicant
Family members
Written notes, paper trail
Signed declaration

Exercise
a. First consultation, Consultation retainer
b. Assessment – interview, questionnaire
c. Retainer agreement
d. Opening file

Venue
Pace Law Firm
300 The East Mall
Toronto
M9B 6B7

Capacity: 20
Duration
3 hours
Cost
  • regular fee - $ 75.00
 

Disclaimer

Please note that speakers and topics were confirmed at the time of publishing; however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. IMEDA reserves the right to alter or to modify the advertised speakers and /or topics, if necessary. Any schedule substitutions or alterations will be updated on the IMEDA website as soon as possible and all registrants will be notified by e-mail.