CPD Hours: 1    Valid until Oct 16, 2024

Elevating Professional Standards_ Compliance, Ethics, Co-counselling, and Peer Review

This CPD course is for the Regulated Canadian Immigration Consultants (RCICs), Lawyers, Paralegals, law graduates and students.

$60.00

Regulated Canadian Immigration Consultants (RCICs), Lawyers, Paralegals, law graduates and students.

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This CPD course is for the Regulated Canadian Immigration Consultants (RCICs), Lawyers, Paralegals, law graduates and students. 

Description Time
1 Opening Introduction   1 minute
2 Introduction to Officio Amir 5 minutes
3 Main Modules/Features of Officio Amir 15 minutes
4

Overview of Compliance Features

  • Client File Management Regulation: Client module; notes, tasks, documents, email filing, retention of files
  • Retainer Agreement Regulation: Template feature
  • Client Account Regulation: Client Account/Trust Account module and Accounting feature
  • Planned or Unplanned Absence Regulation: Admin module and PUA feature
  • CPD Regulation: Officio Studio
  • Agents Regulation: Access rights through the Admin module
Rosalee
  1. Minutes
5

Overview of Professionalism/Ethics Features

  • Delivering Quality of Service: A22(1.a-c), A22(2), A22(3)
  • Relationship to Client: A23(1-3), A24(1-4)
  • Obligation of Confidentiality: A28
  • Advance payments: A32(a, d, e, f)
  • Invoice: A33(1)
  • Description of services and disbursements: A33(2)
  • Transfer of file: A36(3)
  • Record Keeping: A27
  • Professional responsibility: A38(2)
  • Delegation: A38(3)
  • Marketing of services: A44
Rosalee 15 minutes
6 Questions Amir & Rosalee 9 minutes

Speech by Al Parsai

Topic: Peer Review and Co-counselling: Meeting Competency Requirements under CICC’s Code of Professional Conduct

7

Introduction

  • Briefly outline the session’s objectives
  • Explain the significance of professionalism and competency in the RCIC field
Al 5 minutes
8

What Is Competency?

  • Define the term “competency” in the context of RCICs
  • Discuss its importance in meeting professional standards
Al 10 Minutes
9

CICC Expectations

  • Outline the key elements of CICC’s Code of Professional Conduct
  • Explain what the CICC expects in terms of competency
Al 10 Minutes
10

What Is Co-counselling?

  • Define co-counselling and its role in enhancing competency
  • Describe best practices and potential benefits
Al 10 Minutes
11

What Is Peer Review?

  • Define peer review and its importance in the immigration profession
  • Discuss methods and tips for effective peer-reviews
Al 10 Minutes
12

Meeting Competency Requirements Through Co-counselling and Peer Review

  • Summarize how co-counselling and peer review can help meet CICC’s requirements
  • Offer practical examples and case studies
Al 10 Minutes
13

Q&A Session

  • Open the floor for questions and further discussion
Al 5 Minutes

 

1 CPD Hours

Al Parsai, 

CEO, Parsai Immigration Services

Al Parsai, an internationally recognized expert in immigration, has delivered hundreds of speeches and courses across Canada, Iran, the UAE, and the UK. He is the author of the Amazon.ca bestseller, "88 Tips on Immigration to Canada," and has written over 1,300 articles or blog posts about immigration to Canada. He is the CEO of Parsai Immigration Services and founder of the Immigration Consultants Membership Network, a premier community of immigration professionals dedicated to providing the best support and resources for their members. Al holds a Master of Laws in Dispute Resolution from Osgoode Hall Law School,) and another Master’s degree, along with many other educational credentials.

With his extensive knowledge of Canadian immigration law and regulations, Al Parsai has helped countless individuals and families navigate the complex immigration process and achieve their dream of living in Canada. He is passionate about helping his clients and has a deep understanding of the challenges they face.

In addition to his work as an immigration consultant, Al Parsai is also an adjunct professor at Queen’s University Law School, where he teaches immigration law to aspiring RCICs. He is also an instructor at Ashton College – Vancouver and the Global School of Corporate Excellence in Toronto, where he shares his expertise with other professionals in the field.

Al Parsai has delivered hundreds of speeches and courses in Canada, Iran, the UAE, and the UK. He is a sought-after trainer and has been featured as a subject matter expert in the Canadian Lawyer, the National Post, and other publications. He is exceptionally equipped to guide participants through the complex landscape of Canadian Immigration.

 

Amir Bateni, 

President, Uniques Software Corp.

Amir is the innovative and forward-thinking President and CEO of Uniques Software Corp., which powers Officio. With a Bachelor of Science in Computer Science from Simon Fraser University, Amir has leveraged his knowledge and skills to bring automation and greater efficiency to the immigration industry.

In 1996, Amir began assembling a team of talented developers and created a platform that has revolutionized how immigration professionals manage their practice. 

Today, Officio is a leading immigration software provider, with an established presence in Canada and Australia. The company's platform has helped to streamline processes, reduce costs, and improve client experiences. 

 

Rosalee van Staalduinen, 

Director of Education, Uniques Software Corp.

Rosalee is a visionary and deeply committed educator, who has spent over a decade using her unique skill set to grow and support immigration professionals.

With a Master of Education from Lehigh University, and a Bachelor of Arts (Honours) and Bachelor of Christian Education from Redeemer University, Rosalee has served as the Director of Education at the regulatory body (formerly ICCRC, now CICC) and is currently serving as the Director of Education at Uniques.

* This CPD is approved by (CICC) for 1.5 CPD hours (professionalism).

* This program does not require approval under Private Career Colleges Act (2005).