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It must be completed with the actual terms and conditions between the RCIC and the client.",{"name":115,"@type":106,"acceptedAnswer":116},"Which duties related to professional ethics are highlighted in Module 1?",{"text":117,"@type":109},"Module 1 emphasizes duties including good faith, duty of competence, advising clients with honesty and candor, and maintaining client confidentiality (including confidentiality survivorship related to the retainer agreement regulation).","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},281849,1790172786,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},2336475104736,"https://ap-avatar.wpscdn.com/avatar/22000c4c5e0e5b17e70?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786591360781797222","Retainer Agreement Course Workbook  \nVersion: 2016-001  \nLast Modified: March 16, 2016  \n© 2016 by the Immigration Consultants of Canada Regulatory Council. No part of this publication maybe used or reproduced in any manner whatsoever without the prior written permission of the Council, except in the case of brief quotations accompanied by proper citation.  \nRetainer Agreement Course  \nTable of Contents  \nIntroduction ........................................................................................................ 3  \nModule 1: Code of Professional Ethics and Retainer Agreement Regulation ........................................................................................ 5  \nModule 2: Retainer Agreement Fundamentals .................................................. 7  \nModule 3: Retainer Agreement Application..................................................... 23  \nRetainer Agreement Course  \nIntroduction  \nMy three learning goals foƌ todaLJ’s sessioŶ aƌe…  \n1.   2.    \n3.    \nRole Play  \nNarrator: Riiing, riiiing.  \nRCIC: Thank you for calling Immigrate Now. This is Jenny Lee speaking—how may I help you?  \nClient: Hi. My name is Harry. I saǁ LJouƌ Ŷaŵe oŶ ICCRC’s ŵeŵďeƌship list aŶd I’ŵ iŶteƌested  \nin speaking with you about bringing my wife and her three children to Canada.  \nRCIC: I’d be happy to arrange a consultation with you, Harry, to discuss your situation and to  \nprovide you with some preliminary advice. My consultation fee is $100 an hour. I would provide you with an Initial Consultation Agreement before we begin the meeting, outlining the purpose, fee and date of the meeting. How does that sound?  \nClient: That sounds good.  \nRCIC: Are you available tomorrow at 2pm?  \nClient: Yes, I am—see you then.  \nNarrator: The next afternoon, Harry arrives at JeŶŶLJ’s office and is invited to have a seat.  \nRCIC: Before we begin, Harry, I would like to review my Initial Consultation Agreement with  \nyou, which will serve as an official record of our meeting. The agreement includes my name and contact information, the $100 consultation fee that I mentioned to you over the phone, and space to detail the purpose of the consultation. What would you say is the purpose of todaLJ’s iŶitial consultation?  \nClient: Well, my wife Sally and her three children are from Somalia and I want to bring them to  \nCanada to live with me.  \nRCIC: Ok. So, on the Initial CoŶsultatioŶ AgƌeeŵeŶt, I’ll Ŷote that the puƌpose of todaLJ’s  \nconsultation is to discuss how to bring your wife and her three children to Canada. Is that correct?  \nClient: Yes, it is.  \nRetainer Agreement Course   \nRCIC: Ok. If you wish to proceed, please fill out your contact information, and sign and date  \nthe agreement.  \nNarrator: Jenny then signs the Initial Consultation Agreement and proceeds with the consultation, all the while making notes on the reverse side of the Agreement. Jenny specializes in Spousal Sponsorship cases and can competently represent Harry, so she provides Harry with an overview of the process. At the conclusion of the consultation, Harry pays Jenny and Jenny provides Harry with a copy of the Initial Consultation Agreement.  \nNarrator: Two days later, Harry calls JeŶŶLJ’s office to tell her that he has decided to hire her.  \nJenny invites Harry to stop by her office that afternoon to review the Retainer Agreement.  \nRetainer Agreement Course  \nModule 1: Code of Professional Ethics and Retainer Agreement Regulation  \n\n| \u003Cbr>Code of ProfessioŶal Ethics\u003Cbr>\u003Cbr>A.3—Duty of Good Faith\u003Cbr>ϯ . ϭ . ϭ—DisĐhaƌge ƌespoŶsiďilities iŶ good faith to ĐlieŶt | RetaiŶer AgreeŵeŶt RegulatioŶ “uŵŵary ϰ . i—EŶteƌ iŶto RA ǁith ĐlieŶt/desigŶate that details sĐope of seƌǀiĐes\u003Cbr>ϱ.i.d ϰ.iii ϲ.iii |\n| --- | --- |\n| A.5—Duty of CoŵpeteŶce\u003Cbr>ϱ . ϭ . ϭ—Peƌfoƌŵ seƌǀiĐes oŶ ďehalf of a ĐlieŶt ĐoŵpeteŶtlLJ | 5.iii 6.i\u003Cbr>6.ii 8.i\u003Cbr>12.i.c |\n\nRetainer Agreement Course  \n|  |  |\n| --- | --- |\n| Code of ProfessioŶal Ethics ;coŶt’dͿ | RetaiŶer AgreeŵeŶt RegulatioŶ “uŵŵary ;c","cbCaiqDiv48HXl9w","https://ap.wps.com/l/cbCaiqDiv48HXl9w","pdf",458815,24,"English","# Introduction\n## Module 1: Code of Professional Ethics and Retainer Agreement Regulation\n## Module 2: Retainer Agreement Fundamentals\n## Module 3: Retainer Agreement Application","[{\"question\":\"What are the main topics covered in the Retainer Agreement Course Workbook?\",\"answer\":\"The workbook covers learning goals and role-play, Module 1 on professional ethics and retainer agreement regulation, Module 2 on retainer agreement fundamentals and vocabulary, and Module 3 focused on retainer agreement application.\"},{\"question\":\"What does the workbook say about using the agreement template?\",\"answer\":\"The template is provided for consideration and drafting an initial consultation agreement, and it is not meant to be used as-is. It must be completed with the actual terms and conditions between the RCIC and the client.\"},{\"question\":\"Which duties related to professional ethics are highlighted in Module 1?\",\"answer\":\"Module 1 emphasizes duties including good faith, duty of competence, advising clients with honesty and candor, and maintaining client confidentiality (including confidentiality survivorship related to the retainer agreement regulation).\"}]","Retainer Agreement Course Workbook - Version 2016-001 | PDF",1789568599,8]