Online / Virtual Training/Advice
Event

Wiseradviser: Tailoring Advice: Strategies and Options for Dealing with Debt

Advice NI

Advice NI

This is a free event
This course provides an opportunity to explore key factors to promote good practice in dealing with debt cases which includes: case management, referrals and quality frameworks, including support and supervision

Course Objectives

By the end of the course, you will: 

  • Know how to apply relevant strategies to client need
  • Prepare and present a realistic assessment of the client’s financial circumstances
  • Describe the factors to be taken into account when considering a strategy for dealing with a client’s debts
  • Understand the processes for dealing with priority and non-priority debts on behalf of clients
  • Prepare and present arguments to creditors in support of the strategy agreed with the client
  • Identify possible options where a creditor will not agree the chosen strategy                                                                                        
  • Understand the importance and use of the casework management system of own agency                                                    
  • Understand the role of enforcement agents in your jurisdiction
  • Implement the agreed strategy.
Sector:
  • Advice services
Tags:
  • Advice Training
  • Wiseradviser
  • Debt
  • Money & Debt

Date and Time

  • -
  • -

Location

Online
Belfast
BT8 4AR
United Kingdom

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