Advice Training

Learn what a credit reference file is and the information it contains. Find out how to advise clients who have been victims of credit fraud, have been turned down for credit or wish to improve their credit rating.

This course consists of 6 mandatory modules. It includes a DRO practice application form and an assessment. This distance learning element is a pre-requisite for completing the Debt Relief Orders: Approved Intermediaries – face to face (live-online) course. It is an essential part of the process to becoming a DRO Approved Intermediary.

In this course we give tips on how to provide full and clear advice via e-mail. It is aimed at advisers experienced in face to face advice, who are seeking to develop skills in the delivery of advice via email. This on-line module should be followed by the face to face (live-online) course Giving Effective Telephone Advice.

Look at common problems that clients experience and how you can help them. Key topics covered are the background of payday loans, current social issues, understanding how they are regulated, common problems encountered and knowing how best to advise a client.

Learn how you can adapt to individual clients and combine face-to-face, telephone and email advice with self-help options. This course aims to save you time and make your service as effective as possible.

This course looks at what vulnerability is, and introduces ways to identify, safeguard and support clients in vulnerable circumstances. It should be followed by the face to face (live-online) course 'Understanding & Supporting Clients in Vulnerable Circumstances'.

Wiseradviser courses are appropriate to anyone currently working with vulnerable clients facing financial difficulties.

This course will equip money advisers with the skills and knowledge of the action that they can take to stay an order for eviction. It will outline the mortgage repossession process and the steps that can be taken to avoid court action.

This course will equip money advisers with the skills and knowledge of the action that they can take to stay an order for eviction.

This skilled level course will provide you with a basic step by step overview of bankruptcy legislation in Northern Ireland. It will enable you to identify when a bankruptcy is appropriate for your client.

This skilled level course will provide you with a basic step by step overview to bankruptcy legislation in Northern Ireland. It will enable you to identify when a bankruptcy is appropriate. This is a core course for those seeking Money and Pension Service (MaPS) accreditation at Advice Work or above.

This course will equip money advisers with knowledge of the process for enforcing a debt. This is a specialist level training course and is primarily aimed at developing the skills and knowledge of a skilled money adviser. This course is designed to build upon knowledge gained in the Debts & Courts course. It will outline where an intervention to negotiate, advocate and formally represent by the lay advocate can be actioned at enforcement stages. This course is for skilled advisers wishing to learn more on the jurisdiction of courts in debt cases. Participants should already work at Skilled Level before attending this course.

In this workshop you will review case-studies and explore the role of the intermediary in more detail. This course is a module of the Insolvency Options course accredited with OCNNI at Level 3.

This skilled level course follows on from pre-course materials available on www.wiseradviser.org. The course is only relevant to those who are training as an Intermediary with an approved Debt Relief Order Competent Authority. In this workshop you will review case-studies and explore the role of the intermediary in more detail. This course is a module of the Insolvency Options course accredited with OCNNI at Level Three.

This skilled level course follows on from pre-course materials available on www.wiseradviser.org. In this workshop you will review a case-study and explore the role of the intermediary in more detail.

This course will enable trainees to advise their clients regarding their rights and responsibilities under the relevant gas, electricity and telecommunications legislation.

This course will enable you to advise your client on their rights and responsibilities under the relevant utilities legislation including gas, electricity and telecommunications.

This course is designed for advisers dealing with debt at all levels, who want to provide a high quality, effective and measurable debt advice service.

This skilled level course will provide you with the ability to identify when an Individual Voluntary Arrangement (IVA) is appropriate for your client. It will explain the IVA procedures and enable you to make appropriate referrals to Insolvency Practitioners.

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 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 is designed to provide advisers with tips and tactics to enable a successful outcome to negotiating with creditors and other key persons involved with debt.

This course will provide an overview of the legislation and case law on Orders Charging Land and Orders for Sale in Northern Ireland and the process for obtaining and challenging these orders.

This skilled level course provides a comprehensive overview of Rates in Northern Ireland. It will enable you to advise your client on their rights and responsibilities in relation to Rates including liability, exemption, calculations, bills, help with rates and the debt recovery process.

This course provides an opportunity to explore the underpinning knowledge and practical skills required to be able to deliver effective supervision, in line with their agency standards, the Money and Pension Service standards and the NI Quality standards.

This skilled level 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.

This two-day 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. Due to the recent developments with COVID-19 this course will now run via the online Zoom platform instead of face-to-face. Access instructions will be sent to you after you sign up.

This two-day, skilled-level 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.

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

This specialist level course provides vital guidance for anyone advising clients when Limitations Act might apply and opportunities to find out about the limitation periods and potential challenges including mortgage shortfalls and credit debts. This course will outline the provisions of the Limitations (NI) Order, equip advisers to pursue limitation issues with creditors and enable them to use statute and case law in support of limitation arguments. This one-day course aims to describe the relevance of limitation periods in money advice casework. It will inform the adviser how to pursue limitation issues with creditors and how to use statute and case law in support of limitation arguments. It will also help advisers to identify situations in which a limitation period can be extended and to advise clients on potential limitation challenges.