Online / Virtual Training/Advice
Event

Wiseradviser: Introduction to Providing Debt Advice

Advice NI

Advice NI

This is a free event
This generalist level course is the first step in training to be a money and debt adviser, covering the ABC of debt, budgeting and maximising income. This course will help you to know when and how to direct people to an experienced adviser or other services. It will also help you understand the basic principles of money advice, explore the nature and extent of a debt problem and how to check your client’s liability. 

Course Objectives

By the end of the course, you will be able to: 

These objectives are subject to change.

  • Understand the basic principles of money advice
  • Understand the nature of a debt problem
  • Be able to signpost / refer individuals for further support   
  • Know how to help clients to identify and deal with debt
  • Identify priority and non-priority debts
  • Identify if the client is liable for a debt
  • Know how to support clients in drawing up a financial statement and maximising income 
  • Know how to take actions on client’s behalf
  • Initiate a strategy to deal with priority creditors 
  • Calculate pro-rata payments to non-priority creditors
  • Prepare a financial statement 
  • Recognise the common court procedures found in money advice
  • Understand the importance and use of the casework management system of own agency  
  • Understand how to plan and assess own self-development as a Money Adviser.

 

This course is worth 12 CPD hours under the NIAQS (Northern Ireland Advice Quality Standard).

The Introduction to Providing Debt Advice course enables learners to meet the Initial Contact & Support Work level of the Money & Pension Service (MaPS) Quality Framework for individuals, which is the first step to becoming a Debt Adviser.

This course is a prerequisite for our other Wiseradviser courses so it is strongly recommended that you complete this course before registering for any of our other courses.

For any queries please contact us on [email protected]

Sector:
  • Advice services
Tags:
  • debt advice
  • Debt

Date and Time

  • -
  • -

Location

Forestview, Purdy's Lane
Belfast
BT8 4AR
United Kingdom

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