ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group

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ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
virtual classrooms and online recordings

                                           2022
                                           ONLINE
                                           TRAINING
                                           PROGRAMME

mercia-group.com
ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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
ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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
ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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
ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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
ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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
ONLINE TRAINING PROGRAMME 2022 - mercia-group.com - Mercia Group
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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