ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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Your Training Contents Your Way Information 1 Introduction Whatever your training needs, 2 Training Membership we are here to support you 3 Pay As You Go and Bespoke Packages and your practice with our high-quality programme. With CPD Training over 1,000 training events 6 - 27 Mercia Live and On-Demand CPD Programme designed for accountants in 41 Conferences practice, our training programme 42 - 43 Certificate in Probate and Administration has something for everyone. 46 - 47 Face to Face Programme Information We are now returning to venues for those Students and Trainees who prefer their training needs delivered face 28 - 31 Practical Workshop Programme: Mercia Live to face. We also continue to offer a choice of 36 - 37 Practical Workshop Programme: On-Demand Mercia Live virtual classroom and on-demand recordings so you can access your training, 32 - 33 Student Training Workshop Programme whenever and wherever you need it. 34 Professional Development Sessions for ACA Trainees Our courses are interactive, engaging and relevant, helping to make training you and Whole Firm Training your team as easy as possible. Our highly practical workshops give you the flexibility to train junior members of your team in the areas of accounting, auditing, personal and business tax. 40 In-House 38 - 39 Online Training Packs Other Information 44 Speaker Key 48 Marketing Your Practice Access to training whenever and wherever you need it 49 Support Your Practice We want to ensure that wherever you’re based, you can access a wide range of training to suit your needs. Face to Face Mercia Live On-Demand In-House In over 70 venues Access hundreds of Train your team Bespoke courses to Use our interactive links nationwide virtual courses anywhere, anytime meet your needs Course Outlines Click on the course titles throughout this brochure To view our Face to Face brochure, click here. mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 1
Training Membership Pay as you go Enjoy firm-wide access to hundreds of courses for an annual fee payable monthly. Our new streamlined offering gives you flexibility to pay as you go so you can Whole Firm Whole Firm CPD Only CPD Only Training Online Training Online book individual courses to Training Training suit your training needs. Price based on per person, per month £40 £37.50 £40 £37.50 CPD COURSES Mercia Live Virtual classrooms On-Demand recordings Venues PRACTICAL WORKSHOPS AND STUDENT WORKSHOPS Mercia Live Virtual classrooms Course credits Cash price From 1 November we discontinued the • Book individual courses as you need them Online practical workshops sale of course credits. • See the course listings in the brochure Venues We are continually looking at how we • A typical three-hour update course at the ONLINE TRAINING PACKS deliver exceptional service, and based on cash price will cost £75* client feedback, we are now able to provide Regulatory e-learning alternative bespoke solutions. Or you may prefer to buy a training membership package Soft skills to provide more flexibility. Mental, health, well-being and resilience OTHER Conferences, management and probate Bespoke Packages In-House training Peer reviews Our packages provide the most comprehensive training solutions for accounting and finance professionals. To discuss your specific requirements and obtain the Technical query helpline most cost-effective training package to suit your business, please contact our Methodology and compliance products friendly Sales team at sales@mercia-group.com or call 0330 058 7141. Whole firm: partners seniors All partners and seniors, If you have used credits, you will qualify for an exclusive discounted rate. Recommended for: and trainees excludes trainees Included FREE for Members Discounted rates for Members *All prices throughout this brochure are subject to VAT. mercia-group.com/memberships To find out more about how we can design and deliver training for you and your firm, *All prices subject to VAT. Members also benefit from course notes and slides, direct debit payments and a quarterly newsletter. call 0330 058 7141 or email sales@mercia-group.com to request a call back. 2 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 3
o n l i n e r e c o r d i n g s Our virtual Choose where classroom and when you solution view your course Complementing our usual If you do not want to be tied to programme of face to face and a fixed date and time, or simply online courses, the addition of can’t make the live course, we have Mercia Live offers enhanced recordings as an alternative for choice and greater flexibility. nearly all titles. Choose from a range of course These courses are in an engaging and flexible format allowing you to: lengths and start times. • access the course through your online library • download the notes and slides • leave a course and resume from where you were • use the chapter and slide index to focus on the issues important to you • use the flexible format options to view the course in your preferred style • listen on the go with an audio only MP3 version • access your CPD records and Click the video below to learn about certificates. the benefits of Mercia Live. To find out more visit our website mercia-group.com/online-training
Your CPD Programme Live and On-Demand CLICK ON THE COURSE TITLES TO VIEW DETAILS ONLINE CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES ACCOUNTING AND AUDITING visit website for course outlines 07 Jul Academies: Audit and Accounts Update (DS) £150 3 (pm) - - - - - - 28 Jul CC 16 Feb 24 Feb 07 Mar 18 Mar 31 Mar 13 Apr 10 Nov Accountancy Update and Topical Issues (DN, JW, LE, LM, PF) £75 3 (am) (pm) (pm) (am) (am) (am) (pm) 17 Mar 01 Apr Accountancy Update and Topical Issues - Key Points (DN) £38 1 (lunch) - - - - - - 22 Apr Accounting & Compliance for OMBs - Problems and Practical Solutions (DN, JW, LE, LM, 12 Sep 05 Oct 27 Oct 24 Nov 12 Dec PF) £75 3 (pm) (am) (am) (am) (pm) - - 03 Oct CC Accounting & Compliance for OMBs - Problems and Practical Solutions - 13 Dec £38 1 - - - - - - 31 Dec Key Points (LM) (lunch) 09 Mar Accounting and Auditing Quarterly Update [Q1] (LM) £75 3 (am/pm) - - - - - - 30 Mar 10 Mar Accounting and Auditing Quarterly Update [Q1] - Key Points (LM) £38 1 (lunch) - - - - - - 31 Mar 07 Jun Accounting and Auditing Quarterly Update [Q2] (JW) £75 3 (am/pm) - - - - - - 28 Jun 10 Jun Accounting and Auditing Quarterly Update [Q2] - Key Points (JW) £38 1 (lunch) - - - - - - 01 Jul 19 Sep Accounting and Auditing Quarterly Update [Q3] (DN) £75 3 (am/pm) - - - - - - 10 Oct 23 Sep Accounting and Auditing Quarterly Update [Q3] - Key Points (DN) £38 1 (lunch) - - - - - - 14 Oct Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 6 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 7
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES ACCOUNTING AND AUDITING CONTINUED visit website for course outlines 02 Dec Accounting and Auditing Quarterly Update [Q4] (LM) £75 3 (am/pm) - - - - - - 23 Dec 08 Dec Accounting and Auditing Quarterly Update [Q4] - Key Points (DN) £38 1 (lunch) - - - - - - 29 Dec 15 Feb 08 Mar 30 Mar 12 Apr 29 Apr 23 Nov Audit Update and Topical Issues (DN, JW, LM, PF) £75 3 (pm) (am) (am) (pm) (am) (am) - 03 May CC 11 Mar Audit Update and Topical Issues - Key Points (LM) £38 1 (lunch) - - - - - - 01 Apr 06 Oct Auditing - Regulatory Feedback (DN) £75 1 (lunch) - - - - - - - 27 Oct 19 May Auditing FCA-regulated Designated Investment Firms [DIFs] (LM) £150 3 (pm) - - - - - - 09 Jun 03 Nov Auditing FCA-regulated Mortgage and General Insurance Brokers [MGIs] (LM) £150 3 (am) - - - - - - 24 Nov 16 Mar 02 Nov Auditing Less Complex Entities (PF) £75 2 (am) (am) - - - - - - 06 Apr 05 May 22 Nov Auditing Standards Issues – Practical Implementation (JW) £75 3 (am) (am) - - - - - - 26 May 06 Jun Charities: Approaching the Charity Audit (LM) £150 3 (pm) - - - - - - 27 Jun 14 Jun Charities: Approaching the Difficult Accounting Areas (AP) £150 3 (am) - - - - - - 05 Jul 30 Jun Charities: Approaching the Independent Examination (NG) £150 3 (am) - - - - - - 21 Jul 16 May 25 Oct Charities: Current Accounting and Scrutiny Issues (PF) £75 2 (pm) (am) - - - - - 06 Jun 17 Feb 08 Jun 21 Oct Company Law – Something, Somewhere in the Companies Act (DN,PF) £75 3 (pm) (am) (am) - - - - 29 Jun 24 Feb 29 Nov Data Analytics - What Everyone Needs to Know (LE) £113 2 (pm) (pm) - - - - - - 20 Dec Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 8 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 9
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES ACCOUNTING AND AUDITING CONTINUED visit website for course outlines 04 Nov Ethics Update (DN) £75 2 (am) - - - - - - 25 Nov 21 Jun FRS 102 - Accounting for Financial Instruments (PF) £150 3 (am) - - - - - - 12 Jul 23 Jun FRS 102 - Accounting for Financial Instruments - Key Points (PF) £75 1 (lunch) - - - - - - 14 Jul 22 Jun 04 Oct Groups - Accounting Issues (PF) £150 3 (pm) (pm) - - - - - 13 Jul 23 Jun Groups - Audit Issues (PF) £113 2 (am) - - - - - - 14 Jul 11 Apr Groups - Reorganisations - Key Points (PF) £75 1 (lunch) - - - - - - 02 May 26 Oct IFRS Update and Refresher (LE) £150 3 (pm) - - - - - - 16 Nov 28 Oct IFRS Update and Refresher - Key Points (LE) £75 1 (lunch) - - - - - - 18 Nov 12 May 15 Nov LLPs - Understanding Their Accounting Requirements (IP) £150 3 (pm) (am) - - - - - 02 Jun 11 May 25 Oct Mercia Audit Methodology - An Introduction (LE) £188 6 (full) (full) - - - - - 01 Jun 12 May 31 Oct Mercia Audit Methodology - Update and Refresher (LE) £150 3 (pm) (pm) - - - - - - 02 Jun 19 Oct Pension Scheme Accounts - Current Issues and Refresher (PH) £150 3 (am) - - - - - - 09 Nov 06 Sep Practice Assurance - Regulatory Feedback (JW) £113 2 (am) - - - - - - 27 Sep CC 24 Oct Properties: Accounting and Audit Issues (PF) £150 3 (pm) - - - - - - 14 Nov 25 May SRA Accounts Rules - A Practical Refresher (SHut) £150 3 (am) - - - - - - - - Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 10 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 11
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES ACCOUNTING AND AUDITING CONTINUED visit website for course outlines 14 Feb 02 Nov SRA Accounts Rules Update and Refresher (SHu) £150 3 (pm) (am) - - - - - 07 Mar 16 Feb 03 Nov SRA Accounts Rules Update and Refresher - Key Points (SHut) £75 1 (lunch) (lunch) - - - - - 09 Mar 10 Nov SRA Accounts Rules Workshop (SHut) £150 3 (pm) - - - - - - - 18 Aug Summer Accountancy and Audit Update (PF) £75 3 (pm) - - - - - - 08 Sep Transactions between a Company and its Directors - Accounting, Legal and Tax 19 Apr 24 Jun 07 Sep 16 Nov £75 3 - - - 10 May Implications (JW, PF) (pm) (am) (am) (am) TAXATION visit website for course outlines 16 June Acting for Farmers: An Update (CT) £150 3 (pm) - - - - - - 07 Jul 08 Dec Acting for the High Net Wealth Client (RJ) £150 3 (pm) - - - - - - 29 Dec 15 Jun 21 Jun Annual Tax Update (TP) £75 3 (am) (am) - - - - - 12 Jul 09 Sep 19 Sep 26 Sep 06 Oct 12 Oct Autumn Tax Update (MM,NA,PN) £75 3 (am) (pm) (pm) (am) (pm) - - 30 Sep CC 23 Sep Autumn Tax Update - Key Points (MM) £38 1 (lunch) - - - - - - 14 Oct 05 May 01 Nov Back to Basics IHT [including forms] (PN) £188 6 (full) (full) - - - - - - 26 May 07 Jul 25 Nov Back to Basics Trusts: IHT (PN) £150 3 (pm) (am) - - - - - - - 06 Jul 24 Nov Back to Basics Trusts: IT, CGT (PN) £188 6 (full) (full) - - - - - - - 07 Jul Back to Basics: Capital Gains Tax (PN) £150 3 (am) - - - - - - - 28 Jul Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 12 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 13
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES TAXATION CONTINUED visit website for course outlines 05 Jul Back to Basics: Corporation Tax (PN) £150 3 (pm) - - - - - - 15 Jun 14 Jul Back to Basics: Taxation of Groups (PN) £150 3 (am) - - - - - - 06 Apr 15 Mar Back to Basics: VAT (EGS) £150 3 (am) - - - - - - 05 Apr Budget - Rapid Reaction (SC, EGS) £75 2 tbc - - - - - - - TBA 10 Oct Business Structures - Tax Issues (MI) £75 3 (pm) - - - - - - 31 Oct 24 Oct 09 Nov 14 Nov 24 Nov 05 Dec Business Tax Problem Areas for OMBs (MM,NA,PN) £75 3 (pm) (pm) (pm) (am) (pm) - - - 05 Dec CC 07 Dec Business Tax Problem Areas for OMBs - Key Points (PN) £38 1 (lunch) - - - - - - 28 Dec 23 Feb 11 Oct Capital Allowances Refresher and Update (NA) £75 3 (pm) (pm) - - - - - 01 Nov 18 Feb 19 Jul 01 Dec Capital Gains Tax – Critical Areas and Developments (NA) £75 3 (am) (pm) (am) - - - - 09 Aug CC 16 Nov Company Tax Losses - Getting it Right (PN) £75 2 (pm) - - - - - - 07 Dec Completing Tax Returns for Individuals: Practical Issues and New Developments £75 2 15 Jul - - - - - - 05 Aug (PN) (am) 28 Jun Construction Industry Tax: An Update (TP) £150 3 (am) - - - - - - 19 Jul 17 Mar Corporation Tax - Six Monthly Update [Spring] (PN) £150 3 (pm) - - - - - - 07 Apr 13 Oct Corporation Tax - Six Monthly Update [Autumn] (MM) £150 3 (pm) - - - - - - 03 Nov 24 Feb COVID Practical Tax Considerations for 2021/22 (PN) £75 3 (pm) - - - - - - - 17 Mar Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 14 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 15
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES TAXATION CONTINUED visit website for course outlines 21 Oct Current Issues in Property Taxation (MM) £150 3 (am) - - - - - - 11 Nov CC 07 Jun Employment Related Securities (DC) £75 1.5 (am) - - - - - - - - 10 Aug Essential Tax Catch Up - Summer (NA) £75 3 (am) - - - - - - - 31 Aug 05 Sep 10 Oct Family Tax Planning (PN) £75 3 (pm) (am) - - - - - - 31 Oct 03 May 23 May 10 Jun 20 Jun 07 Jul Finance Bill Update (MM,NA,PN) £75 3 (pm) (pm) (am) (pm) (pm) - - 13 Jun CC 09 May Finance Bill Update - Key Points (MM) £38 1 (lunch) - - - - - - 30 May 08 Nov Group Reconstructions: Tax Implications (KR) £150 3 (am) - - - - - - 29 Nov 18 Mar 14 Oct HMRC Enquiries- A Practical Approach (MM) £75 3 (am) (am) - - - - - - 08 Apr 15 Feb 13 Jul 06 Dec IHT – Core Planning and Compliance for the Practitioner (PN) £75 3 (pm) (am) (pm) - - - - - 03 Aug 25 Mar Income Tax and CGT- A Guide to Death and Estate Administration (PN) £113 2 (am) - - - - - - - 15 Apr 11 Oct International Personal Tax Fundamentals - Domicile (PN) £75 2 (am) - - - - - - 01 Nov 11 Oct International Personal Tax Fundamentals - Residence (PN) £75 2 (pm) - - - - - - 01 Nov Internationally Mobile Employees (TK) £150 3 31 Mar (pm) - - - - - - - 21 Apr 07 Mar 04 May Making Tax Digital: Next Steps (NA) £75 2 (pm) (am) - - - - - - 14 Feb Off-payrolling IR35 and Associated Issues (MM) £113 2 (pm) - - - - - - - 07 Mar 06 Apr P11D Completion: Practical Issues (PN) £75 2 (pm) - - - - - - 27 Apr Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 16 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 17
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES TAXATION CONTINUED visit website for course outlines 02 Mar 11 Mar Payroll and Employment Taxes - Essential Update (PN) £150 3 (am) (am) - - - - - - 01 Apr 02 Mar Payroll Update - Highlights (PN) £75 2 (pm) - - - - - - - 23 Mar 08 Dec Pensions Savings: The Tax Issues (PN) £150 3 (pm) - - - - - - 29 Dec 15 Feb 24 Feb 04 Mar 10 Mar 14 Mar 06 Apr Personal and Employment Tax Update (MM,NA,PN) £75 3 (am) (am) (am) (pm) (pm) (pm) - 27 Apr CC 10 Mar Personal and Employment Tax Update - Key Points (NA) £38 1 (lunch) - - - - - - 31 Mar 17 Feb Probate and IHT – A Tax Refresher (PN) £150 3 (pm) - - - - - - - 10 Mar 09 Feb Quarterly Tax Update for General Practitioners [Q1] (TP) £150 3 (am) - - - - - - 02 Mar 26 May Quarterly Tax Update for General Practitioners [Q2] (TP) £150 3 (am) - - - - - - 16 Jun 14 Sep Quarterly Tax Update for General Practitioners [Q3] (TP) £150 3 (am) - - - - - - 05 Oct 07 Dec Quarterly Tax Update for General Practitioners [Q4] (TP) £150 3 (am) - - - - - - 28 Dec 02 Mar Quarterly Tax Update for General Practitioners [Q1] - Key Points (TP) £75 1 (lunch) - - - - - - 23 Mar 07 Jun Quarterly Tax Update for General Practitioners [Q2] - Key Points (TP) £75 1 (lunch) - - - - - - 28 Jun 20 Sep Quarterly Tax Update for General Practitioners [Q3] - Key Points (TP) £75 1 (lunch) - - - - - - 11 Oct 14 Dec Quarterly Tax Update for General Practitioners [Q4] - Key Points (TP) £75 1 (lunch) - - - - - - 31 Dec 07 Apr Rebecca Benneyworth's Spring Tax Update (RB) £75 3 (am) - - - - - - - 28 Apr Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 18 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 19
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES TAXATION CONTINUED visit website for course outlines 21 Sep Rebecca Benneyworth’s Autumn Tax Update (RB) £75 3 (am) - - - - - - - 12 Oct 21 Apr 20 Oct Research and Development - A Complete Practical Approach (DL) £113 2 (pm) (am) - - - - - 10 Nov 05 Oct Residential Property - Capital Gains Tax (PN) £75 2 (am) - - - - - - 26 Oct 05 Oct Residential Property - IHT (PN) £75 2 (pm) - - - - - - 26 Oct 06 Sep Residential Property - Income Tax (PN) £75 2 (am) - - - - - - 27 Sep 07 Jun Share Options (DC) £75 1.5 (am) - - - - - - - - 08 Mar 06 Apr 20 Apr 26 Apr 06 May Spring Tax Update (MM,NA,PN) £75 3 (am) (am) (pm) (pm) (am) - - 11 May CC 27 Apr Spring Tax Update - Key Points (MM) £38 1 (lunch) - - - - - - 18 May 15 Mar 17 Nov Tax Aspects of Succession Planning (RJ) £150 3 (pm) (pm) - - - - - 08 Apr 08 Nov Tax Issues for Auditors (EGS) £150 3 (pm) - - - - - - 29 Nov 04 May Tax Issues for Charities and Community Amateur Sports Clubs (TA) £150 3 (pm) - - - - - - - 25 May 14 Sep Tax Issues for Sports Professionals and Entertainers (CB) £150 3 (pm) - - - - - - - 05 Oct 17 Mar Tax Practitioners Quarterly Update [Q1] (RJ) £150 3 (pm) - - - - - - 07 Apr 22 Jun Tax Practitioners Quarterly Update [Q2] (RJ) £150 3 (pm) - - - - - - 13 Jul 21 Sep Tax Practitioners Quarterly Update [Q3] (RJ) £150 3 (pm) - - - - - - 12 Oct Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 20 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 21
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES TAXATION CONTINUED visit website for course outlines 13 Dec Tax Practitioners Quarterly Update [Q4] (RJ) £150 3 (pm) - - - - - - 31 Dec 28 Feb Tax Reliefs for SMEs (MM) £113 2 (pm) - - - - - - - - 04 Mar Tax Reliefs for SMEs - Misc Reliefs (MM) £75 1 (lunch) - - - - - - 25 Mar 01 Apr Tax Reliefs for SMEs - Research and Development (MM) £75 1 (lunch) - - - - - - 22 Apr 13 May 24 May Tax Update for Audit and Accounts Staff (EGS) £150 3 (am) (am) - - - - - 14 Jun 26 May Tax Update for Audit and Accounts Staff - Key Points (EGS) £75 1 (lunch) - - - - - - 16 Jun 17 Mar 09 Nov Taxation of Couples - IT, IHT, CGT (PN) £150 3 (am) (am) - - - - - 07 Apr 21 Feb The Effective Use of Business Tax Losses (PN) £150 3 (pm) - - - - - - 14 Mar 16 Mar Trust Essentials - Basic Principles and Definitions (PN) £75 2 (am) - - - - - - 06 Apr 05 Apr Trust Essentials - Capital Gains Tax (PN) £75 2 (am) - - - - - - 26 Apr 05 Apr Trust Essentials - IHT Charges and Computations (PN) £75 2 (pm) - - - - - - 26 Apr Trust Essentials – Income Tax (PN) £75 2 16 Mar (pm) - - - - - - 06 Apr 17 Jun Trusts - Key Tax Considerations and Planning (PN) £150 3 (am) - - - - - - - 08 Jul 23 Mar UK Land Taxes Refresher and Update (RM) £150 3 (pm) - - - - - - - 13 Apr 04 Jul Unincorporated Businesses - Tax Issues and Planning (PN) £150 3 (pm) - - - - - - 25 Jul Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 22 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 23
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES TAXATION CONTINUED visit website for course outlines 11 Oct 21 Nov 30 Nov 14 Dec VAT Issues & Common Pitfalls (EGS) £75 3 (am) (pm) (am) (am) - - - 01 Nov CC 13 Dec VAT Issues & Common Pitfalls - Key Points (EGS) £38 1 (lunch) - - - - - - 31 Dec 17 Mar VAT Six Monthly Update [Spring] (EGS) £38 1 (lunch) - - - - - - 07 Apr 13 Oct VAT Six Monthly Update [Autumn] (EGS) £38 1 (lunch) - - - - - - 03 Nov 07 Apr VAT: Cross Border Trading (NO) £150 3 (pm) - - - - - - 28 Apr 04 May VAT: Dealing with Land and Property (NO) £150 3 (am) - - - - - - 25 May 5 Apr 5 Oct Acting for Dentists £150 3 (pm) (pm) - - - - - - - Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 24 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 25
CASH CPD o n l i n e r e c o r d i n g s AVAILABLE 2022 RELEASE COURSE (SPEAKERS - SEE PAGE 44) PRICE HOURS VIRTUAL CLASSROOM DATES NOW DATES OTHER visit website for course outlines 15 Nov Acting for Doctors - An Update £150 3 (am) - - - - - - - - 19 Apr 21 Sep Employment Law Update for Accountants - Key Points (LD) £38 1 (lunch) (lunch) - - - - - 12 Oct 22 Mar GDPR - A Refresher and Update (AL) £75 2 (am) - - - - - - 12 Apr Insolvency proceedings – how to guide your clients through CVAs, Receivership, 28 Apr £150 3 - - - - - - 19 May Administration and Liquidation (PR) (am) 05 Apr 04 Jul 13 Oct Key Points for Leading a High Performing Team (MS) £38 1 (am) (am) (am) - - - - - 25 Jul 30 Jun 22 Sep Key Points for Managing Client Meetings (JS) £38 1 (am) (am) - - - - - - 21 Jul 22 Nov 07 Dec Money Laundering Update and Topical Issues (AH) £150 3 (am) (pm) - - - - - 13 Dec 29 Nov Money Laundering Update and Topical Issues - Key Points (AH) £75 1 (lunch) - - - - - - 20 Dec CC 09 Jun Share and Business Valuations (JN) £150 3 (pm) - - - - - - 30 Jun Members enjoy firm-wide access to CC These core courses will have closed CPD courses, see page 2 for details. captioning for the deaf and hard of hearing. 26 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 27
Your Practical Workshop Programme Our highly practical workshops give you the flexibility to train junior members of your team in basic principles across a range of topics. CLICK ON THE COURSE TITLES TO VIEW DETAILS ONLINE CASH COURSE PRICE DURATION VIRTUAL CLASSROOMS DATES ON-DEMAND BOOKKEEPING Bookkeeping: The Principles+ £150 1 day 17 Jan 21 Feb 30 Aug 05 Sep 12 Sep 19 Sep Bookkeeping: The Next Stage+ £150 1 day 18 Jan 22 Feb 31 Aug 06 Sep 13 Sep 20 Sep Bookkeeping Case Study+ £300 2 days 19 - 20 Jan 23 - 24 Feb 01 - 02 Sep 07 - 08 Sep 14 - 15 Sep 21 - 22 Sep - ACCOUNTING Preparing and Finalising Accounts++ £150 1 day 30 Mar 27 Apr 16 May 10 Nov - - - Understanding Company Accounts+ £150 1 day 28 Apr 17 May - - - - Practical Accounting Problems+++ £150 1 day 25 Apr 12 Oct - - - - AUDITING How to Audit: An Introduction+ £75 am 24 Jan 07 Jun 05 Dec - - - How to Audit: Case Study+ £375 2.5 days 24 - 26 Jan 07 - 09 Jun 05 - 07 Dec - - - - How to Audit: Planning and Completion++ £150 1 day 28 Apr 24 May 1 Nov - - - Practical Auditing Problems+++ £150 1 day 26 Apr 13 Oct - - - - Who should attend? Practical Workshops are included in Whole Firm memberships, (+) New to the discipline (++) Have a basic understanding (+++) Have a good understanding see page 2 for details. 28 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 29
CASH COURSE PRICE DURATION VIRTUAL CLASSROOMS DATES ON-DEMAND TAXATION OF BUSINESSES Introduction to VAT+ £75 am 21 Jan 25 Feb - 9 Sep 16 Sep 23 Sep Taxation of Businesses 1+ £150 1 day 13 Apr 24 Nov - - - - Understanding Capital Allowances++ £75 am 12 Oct 15 Nov - - - - Taxation of Businesses 2++ £75 pm 12 Oct 15 Nov - - - - Employment Benefits and P11Ds++ £75 am 09 Mar 19 Apr - - - - VAT Issues for Accounts Staff++ £75 pm 09 Mar 19 Apr - - - - TAXATION OF INDIVIDUALS Introduction to Taxation of Individuals+ £150 1 day 12 Apr 23 Nov - - - - UPDATES AND REFRESHERS General Tax Update for Accounts Staff+++ £150 1 day 10 May 22 Jun - - - - The Audit & Accountancy Update/Refresher+++ £150 1 day 15 Mar 09 May - - - - SOMETHING FOR EVERYONE Making the Right Start with Colleagues and Clients+ £75 pm 21 Jan 25 Feb - 9 Sep 16 Sep 23 Sep - SPECIALIST TOPICS Academies: An Introduction+ £113 pm 07 Jun - - - - - Acting for FCA Clients: An Introduction+ £113 pm 14 Mar 02 Nov - - - - An Introduction to SRA Accounts Rules+ £188 1 day 20 May 09 Nov - - - - A Practical Introduction to Charities+ £188 1 day 20 Apr 10 Nov - - - - Understanding Pension Schemes+ £113 pm 05 Apr - - - - - Who should attend? Practical Workshops are included in Whole Firm memberships, (+) New to the discipline (++) Have a basic understanding (+++) Have a good understanding see page 2 for details. 30 All courses available in-house, click here. Click here for our terms and conditions 31
Student Training Workshops Geared towards trainees completing the ICAEW ACA qualification, these series of courses are held at relevant intervals and complement a student’s training contract. These workshops are practical in nature from the basics of putting a file of accounts together to planning audits and management skills. Written reports CLICK ON THE COURSE TITLES will help facilitate discussions at the student’s six monthly reviews. TO VIEW DETAILS ONLINE CASH COURSE (SPEAKERS - SEE PAGE 44) PRICE DURATION OVERVIEW • Practical accounts preparation, Course I - Practical Accounts Preparation (GA,LM) £1,313 2 weeks 17 Jan-28 Jan 08 Aug-19 Aug 12 Sep -23 Sep including some Sage Training. • Stock take attendance. • Introductory financial reporting. Course II - Introduction to Auditing & Financial Reporting (AP,PB) £713 1 week 14 Feb-18 Feb 03 Oct - 07 Oct 10 Oct - 14 Oct • Introductory auditing. • Permanent file information. Course III - Understanding the Client & Auditing More Complex Areas (AP,LE) £375 3 days 20 Jun - 22 Jun 26 Sep - 28 Sep 12 Dec - 14 Dec • Understanding financial information. • Audit planning and completion. Course IV - Audit Planning & Completion (LE) £488 3 days 04 Apr - 06 Apr 22 Aug - 24 Aug 14 Nov - 16 Nov • Controls testing. • Client communication. • Reviewing and delegating. Course V - Supervising & Reviewing Work (LE,PB) £563 2 days 07 Apr - 08 Apr 29 Sep - 30 Sep 17 Nov - 18 Nov • Taking responsibility and supervising. • Presenting information to clients. • Asking difficult questions. • Giving bad news. Course VI Part 1 - Personal Skills (MS) £300 1 day 21-Feb 25-Jul 10-Nov • Communicating in difficult situations. • Saying no. • Body language. • Networking. • Understanding how businesses work Course VI Part 2 Business Acumen (MS) £338 1 day 22-Feb 26-Jul 11-Nov and why they fail. • Giving business advice. 32 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 33
Professional Development (PD) sessions for ACA Trainees As part of the ACA qualification, students must work through professional skills goals set by ICAEW. These goals cover ‘seven ladders’ and students are required to demonstrate competence in these ladders, across a range of personal and professional skills. We facilitate these goals through PD sessions, which give students the chance to discuss, practise and reflect on their development through tightly co-ordinated activities. The sessions will also help students to learn new skills that can be applied in the workplace as they complete their goals. There are ten interactive PD sessions (Sessions A – J) and these are usually attended by students over a period of two years and completed prior to the students sitting the ACA Case study exam. COURSE (SPEAKERS - SEE PAGE 44) CASH PRICE 11 Mar 24 Oct PD Session A - Communication (MS) £110 (am) (am) 29 Apr 16 Dec PD Session B - Decision making (MS) £110 (am) (am) Student Monitoring 21 Mar 10 Jun PD Session C - Adding value (MS) £110 (am) (am) We can assist you with your duties of being a 03 May 17 Oct registered training office. For your trainees we PD Session D - Ethics & professionalism part 1 (MS) £110 (am) (am) can ensure that they are on the right courses 27 Jun 09 Dec for their practical experience and monitor their PD Session E- Ethics & professionalism part 2 (MS) £110 (am) (am) progress through the ACA or ACCA exams. We 11 Mar 24 Oct PD Session F - Teamwork (MS) £110 (pm) (pm) relieve firms of much of the administrative burden of being a registered training office and 29 Apr 16 Dec PD Session G - Problem solving (MS) £110 (pm) (pm) give firms a ‘one stop’ contact if there are any 21 Mar 10 Jun exam-related issues with which to deal. PD Session H - Technical competence (MS) £110 (pm) (pm) 03 May 17 Oct If you would like more information PD Session I - Synoptic part 1 (MS) £110 (pm) (pm) please call us on 0330 058 7141. 27 Jun 09 Dec PD Session J - Synoptic part 2 (MS) £110 (pm) (pm) am courses: 9.30am - 12.00pm pm courses: 2.00pm - 4.30pm The sessions are interactive and structured around comprehensive case studies. Students will be required to work in teams and each session will include ‘reflection’ time where learning and action points are tracked in preparation for internal reviews with line managers and completion of training logs. Students graduate from the programme by attending the Synoptic sessions. These are an opportunity to reflect on the whole programme and identify the knowledge and skills that have been obtained and how these will continue to support them in their professional careers. 34 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 35
On-Demand Practical Workshops Through a mixture of practical tuition and case studies, our online workshops will provide your team with the skills and technical expertise to help them fulfil their roles and to maximise their performance. To train new starters or help others to brush up on their knowledge, our practical workshops are an ideal solution. E-Learning modules Our range of interactive e-learning modules include Engaging and interactive quizzes throughout and a test at the end to ensure a clear Intuitive and easy to use understanding of the topic. Includes comprehensive notes and workbook Our updates and niche area workshops are recorded CASH 2022 available from 1 Feb PRICE webinars. Case studies are used throughout to help Bookkeeping in understanding the subject and their flexible format Bookkeeping: The Principles £150 enables a tailored training experience. Bookkeeping: The Next Stage £150 Comprehensive notes are readily available to download Accounting for easy reference. Understanding Company Accounts £150 Practical Accounting Problems £150 Recorded webinars Auditing Watch at your own pace How to Audit: An Introduction £75 Includes case studies Professional Ethics: An Introduction £75 Includes comprehensive notes How to Audit: Planning and Completion £150 CASH Practical Auditing Problems £150 2022 available from 1 Jun PRICE Taxation Updates and Refreshers Calculating Trade Profits £75 General Tax Update for Accounts Staff £150 Capital Allowances - The Basics £75 Accounting Update / Refresher £150 Capital Allowances - The Next Stage £75 Audit Update / Refresher £150 Calculating Corporation Tax £75 Niche Areas Introduction to PAYE and NI £75 Academies: An Introduction £113 Calculating Personal Tax £75 Employment Benefits and P11Ds £75 Acting for FCA Clients: An Introduction £113 The time taken to complete will vary from workshop to workshop and from individual to Introduction to Capital Gains Tax £75 An Introduction to SRA Accounts Rules £188 individual but as a guide you should set aside Introduction to VAT £75 A Practical Introduction to Charities £188 a half day to complete a course in one sitting. Understanding Pension Schemes £113 VAT Issues for Accounts Staff £75 36 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 37
Online Training Packs Online Training Pricing (per pack) for all Your Team NUMBER OF PRICE PER PACK PRICE PER PACK MEMBER PRICE PARTNERS Packs 1, 3 and 4 Pack 2 See page 2 1 £105 £175 FREE 2-4 £315 £525 FREE Our online training packs provide firm-wide access to a collection of courses 5-9 £525 £875 FREE and are perfect for training new starters or simply helping to keep your 10 - 19 £840 £1,400 FREE team’s knowledge up to date. Plus, with prices starting from as little as 20+ POA POA FREE £100 per pack, they offer incredible value for money. *All prices subject to VAT PACK 1 PACK 2 PACK 3 PACK 4 Introductory Regulatory Complete Regulatory Pack Soft Skills Pack Mental Health, Wellbeing and Pack The Complete Regulatory Pack includes the Ensuring your team’s technical knowledge is up Resilience Pack The Introductory Regulatory Pack provides introductory pack and builds on it with extra to date is vital. But what about their soft skills? Covering a varied range of topics, the pack a quick and easy way of ensuring your new modules to ensure that your entire team provides real-life stories, checklists and Giving your team the skills to enable them to starters and support staff receive the required receive the required training and refreshers resources promoting positive wellbeing and manage their teams, manage their time and training they need to help your firm remain they need to help your firm remain compliant resilience for your juniors and trainees. become a trusted advisor to your clients are compliant in a range of regulated areas: in a range of regulated areas: invaluable skills. Modules are relevant at different stages • Introduction to Money Laundering • Introduction to Money Laundering throughout the three years of a student training Our Soft Skills videos are useful additions to • Introduction to Bribery • Introduction to Bribery contract and are a good refresher for more your internal training library and enable your • Introduction to Criminal Finances Act • Introduction to Criminal Finances Act experienced team members. team to develop their skills as their careers • Introduction to GDPR • Introduction to GDPR progress. The Soft Skills Pack includes the The pack includes modules covering: • Introduction to PCRT following courses: The pack consists of e-learning modules • Introduction to Professional Ethics • Maintaining Your Mental Health • Effective Business Writing Skills • Working under Pressure covering each of the areas above, along with • AML, Bribery Act and CFA Key Points and • Dealing with Difficult Conversations with • Helpful and Unhelpful Thinking interactive quizzes and a test to enable you to Refresher Colleagues evidence training. • Understanding Different Personalities The pack consists of e-learning modules • Tips for Motivating Your Team • Managing your Wellbeing covering each of the areas above, along with • Dealing with Distractions interactive quizzes and a test to enable you to • Taking Responsibility • Improving Your Business Advisory Skills evidence training. For more details and to purchase, call 0330 058 7141. CCESS 38 • FIRM-WIDE ACCESS • FIRM-WIDE mercia-group.com ACCESS • FIRM-WIDE ACCESS • FIRM-WIDE enrolments@mercia-group.com 0330 058 7141 ACCESS • FIRM-WIDE ACCESS • FIRM-WIDE ACCESS • FIRM-WIDE Click ACCESS • our here for FIRM-WIDE ACCESS •39FIR terms and conditions
Conferences From £345, our one-day conferences are designed for partners and managers. The specialist conference topics look at a wide range of practical issues which enable you to provide the best possible advice to your clients. CONFERENCES (FROM £345) DATES Farming Conference 2021/22 1 Mar Scottish Charities Conference 30 Mar Charities Conference 5 Apr Solicitors Conference 28 Apr Accountancy Practice Conference 17 May Property Conference 26 May TRAIN Healthcare Conference 16 Jun 23 Jun Our in-house training gives Academies Conference a more personal approach 8 Sep to meeting your firm’s New Managers’ Conference 29 Jun requirements based on understanding the daily Annual Update Conference 15 - 16 Sep challenges you face. Probate Practitioners Conference 22 Sep Courses or workshops can Farming Conference 2022/23 12 Oct be delivered at a time of your choice, either at your own venue Compliance Update Conference 19 Oct or via our Mercia Live virtual classroom. International Tax Conference 15 Nov Managers' Conference 23 Nov CPD courses start from Client Advisory Event 24 Nov £1,750 plus VAT and travel expenses. More conference titles are added throughout the year. Please visit 10% discount is available for Members. mercia-group.com/conferences for up to date details on all of our conferences and how to book. mercia-group.com/inhouse Click here for our terms and conditions 41
Certificate in Probate and Interested in accreditation? Estate Administration We are running our probate courses online as a Mercia Live course over four half days or, you can watch an on-demand version. Enabling you to provide probate To obtain the certificate you will need to services to your clients attend and pass an assessment (pass mark 50%) which you can also do online. Probate is an area where you can now provide additional support to your clients, save them money and generate more business for your firm. You may already be providing tax planning and estate accounts services to clients. Facilitating non-contentious probate work is a Course Dates very natural extension of this existing service. Course price: £690 We have already helped over 800 firms acquire the training and Mercia Live courses - four half days 9.30am to 1.00pm certification needed to apply for a probate licence, and we can do the same for you. Mercia Live On-Demand 21 - 24 Mar Online recording How do I become accredited for probate? 13 - 16 Jun To become accredited for probate, you will first need to 30 Aug - 2 Sep undertake relevant training and pass an assessment (unless exempt) before submitting an application form to ICAEW or 14 - 17 Nov ACCA and paying the appropriate fee. Our Certificate in Probate and Estate Administration involves attending a course and then sitting and passing an assessment. See opposite for details of the course and assessment. Assessment Dates Assessment price: £190 All assessments run from 9.30am to 11.30am Further reading The ICAEW website provides a wealth of information Online for firms considering applying for accreditation, 31 Mar including full details of the application process, qualifications criteria and fees. 24 Jun Already You can keep your probate 8 Sep *The Certificate in Probate and Estate Administration is a stand-alone accredited? CPD up to date by attending 24 Nov course. The courses included as part of this programme are outside of the our annual Probate standard courses programme. As such these certificate courses must be Practitioners Conference, paid for at the full price. Affiliate discounts and memberships cannot be see page 59 for details. used to book these courses. Mercia Members can purchase course credits at the lowest credit price. There is a £50 fee for cancellations/swaps within seven days of the date of the assessment. All prices are subject to VAT. Please call us for more information on 0330 058 7141. 42 mercia-group.com enrolments@mercia-group.com 0330 058 7141 Click here for our terms and conditions 43
Speaker Key All of our courses are presented by first class speakers, drawn either from our highly experienced internal lecturing team or a pool of external presenters. Keep a look out for the below initials when reviewing your course programme. INITIALS NAME INITIALS NAME AH Andy Holton LE Lee Eagling AP Andrew Paul LM Liaqat Mir AL Andy Larkum MG Malcolm Greenbaum CB Charles Bradbrook MI Martyn Ingles CT Chris Thorpe MM Mark Morton DC David Craddock MS Michael Siviter DN David Norris NA Norman Allison DS David Smith NG Nicola Groves DWt Dean Wootten NO Neil Owen TRAIN DWd Deborah Wood PB Phil Brabin DL Debra Lowndes PF Phil Frost EGS Emma Gilbert-Smith PH Peter Herbert GA Gemma Archer PN Pat Nown Helping you to comply with the GR Gwen Ryder PR Philip Ridgway Money Laundering Regulations IP Ian Pickering RB Rebecca Benneyworth JN Jenny Nelder RJ Robert Jamieson JSe John Selwood RM Ros Martin JSh John Sharkey SC Steve Collings Giving you the tools and practical support to help you JW Jeremy Williams SHur Simone Hurst comply with the regulations. KB Kathryn Burns SHut Sally Hutchings From sole practitioners through to • AML Training KD Kaye Davis TA Tony Austin multi-national organisations, we have • AML Procedures Manual been helping accountants comply with KR Kevin Read TK Tim Kelsey • AML Compliance Reviews the money laundering regulations since LD Louise Dunford TP Tim Palmer 2003. We offer a wide range of training • MLRO Support Service and support to help you comply. • ICAEW AML Service mercia-group.com/support 44 mercia-group.com enrolments@mercia-group.com 0330 058 7141
face to face venues Your face to face CPD programme 2022 We have returned to venues and subject to any changes in government guidance will have a full programme running in many locations around the country. For details of our courses in venues please see our face to face brochure. For information on our face to face courses please visit mercia-group.com If you have not received a face to face brochure please call us on 0330 058 7141
MARKETING SUPPORT YOUR PRACTICE FOR YOUR PRACTICE To help you promote your firm, we deliver printed Are you looking for tried and trusted and digital marketing solutions for UK accountants. technical support products and services Using our marketing and design expertise and in-house technical knowledge, we have for your practice? developed a range of innovative products and services in various formats to suit you. We offer specialist technical expertise to accounting firms of all shapes and sizes by providing the technical tools and knowledge needed to stay up to date, compliant and efficient. BUDGET AND TAX RATES Utilising our in-house technical consultants and PEER REVIEWS tax lecturers, we write quality and up to date budget announcements and tax publications in We can help ensure your firm remains up to date a language that your clients will understand. and compliant in a wide range of areas, from audit through to anti money laundering and investment business. All reviews include a full written report detailing findings and any practical guidance to help CLIENT COMMUNICATIONS you address any concerns. Ensure your marketing has the right information in a format that you need. Our topical and technically accurate METHODOLOGY & COMPLIANCE PRODUCTS content can be personalised to suit you. From anti-money Our Technical Support laundering procedures to offering includes: audit methodology, we • Anti-Money DESIGN SERVICE offer a comprehensive and Laundering Queries We can design on-brand corporate complementary range of • Audit and Accounts stationary, exhibition materials, adverts or audit, specialist manuals, Queries other requirements to ensure you stand out compliance and general • Tax Queries creatively. practice procedures • Vision – a monthly solutions to accountants newsletter and auditors. Our planning tools and tax DIGITAL MARKETING SOLUTIONS We monitor changes to software help you provide Keep ahead of changes in technology and rules and regulations and tax compliance services connect with your clients. We can help with a consider how these could to your clients, as well as new website or promotional video, support with have an impact on the extend or enhance the an app or social media content. services that you deliver to services that you currently your clients. offer. For details of our full range of marketing services, For more information about our technical services, visit mercia-group.com/promote visit mercia-group.com/support
TRAINING PROGRAMME mercia-group.com Mercia Group Ltd, 2 Thorpe Way, Grove Park, Enderby, Leicester LE19 1SU 0330 058 7141 sales@mercia-group.com Mercia Group Ltd is a company registered in England and Wales with company number 1464141. Registered Office: Wilmington plc, 5th Floor, 10 Whitechapel High Street, London, E1 8QS.
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