adviser training

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. Wiseradviser courses are appropriate to anyone currently working with vulnerable clients facing financial difficulties. All Wiseradviser courses are free to organisations providing free and impartial money and debt advice. To find out if you qualify for free training contact [email protected].

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 skilled level course will provide you with the ability to identify when an Individual Voluntary Arrangement (IVA) is appropriate. 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 will help you understand the basic principles of money advice, explore the nature and extent of a debt problem and how to check a client’s liability.

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 course will discuss and practice ways to challenge clients (when necessary) to help them change behaviours and build their confidence and motivation.

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 skilled level course provides an opportunity to explore key factors to promote good practice in dealing with debt cases including 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.

This course looks at what vulnerability is, and introduces ways to identify, safeguard and support clients in vulnerable circumstances.

This interactive workshop gives you the space and opportunity to explore practical ways to advise and support vulnerable clients.

This course will help you to understand what makes people vulnerable, different types of vulnerability and ways to support clients.

This interactive workshop gives you the space and opportunity to explore practical ways to advise and support vulnerable clients. The workshop will explore challenges you might face when advising vulnerable clients and ways to overcome these. It will cover) ways of building external relationships or networks to better support vulnerable clients, the Data Protection Act including the difference between personal data and sensitive personal data, exploring the best practice approach with clients experiencing financial abuse or who are suicidal. This course will also identify practical ways both you and creditors can adapt to your client’s needs and identify ways to build resilience and coping mechanisms to work with vulnerable clients.

This skilled level course is designed to enable you to understand the structures, jurisdiction and procedures of courts in Northern Ireland in relation to debt cases.

This skilled level course is designed to enable you to understand the structures, jurisdiction and procedures of courts in Northern Ireland in relation to debt cases.

This skilled level course will enable you to understand the structures, jurisdiction, and procedures of courts in Northern Ireland in relation to debt cases and bring this to life with a court visit. Whilst this course is not part of the MAS accredited cluster. It is a pre-requisite for Skills for Effective Advocacy which is a requirement for Case work and Specialist MAS accreditation. This course is accredited with OCNNI at Level 3.

The aim of this course is to build on an adviser’s confidence in dealing with CCA cases.