Plan Management Intensive

Please provide the following details about learner


Buying 5 or more places? See our group booking discount

For 5-19 places: Get 20% off by using discount code GROUP20 at checkout
For 20 or more: contact

NB: 'Places' refers to the total number of registrations made and can be spread across any number of courses or learners.

Want to pay by invoice / bank transfer?

Subscriptions: Subscriptions for 1-4 people must be paid by credit card. For larger groups, contact for an invoice
Other training: For all other orders, you can select payment option "Bank transfer" at checkout and we will email you an invoice for your order.

This practical one-day intensive delivers the resources you need to operate with confidence whilst growing your plan management service.

DSC experts unpack the mission critical elements that make for a successful plan management business, including:

➤ Navigating the maze of plan management responsibilities
➤ Enabling participants to unlock their plan's potential
➤ Making the most of the pricing approach, including the changes to set-up fees
➤ Managing payment integrity challenges and payment assurance requirements
➤ The essential elements for determining which invoices to process
➤ The key success factors in fraud & risk management
➤ Ensuring you meet your quality and safeguarding obligations

This short course offers huge value for money with the insights, tips and skills that will assist you thrive in this increasingly competitive space. 


Suzy Berry

Suzy Berry

Dates & times

This is an online workshop delivered via Zoom.

Click on the workshop dates to view the running times in your local timezone. 


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