Introduction to Money and Debt Advice (2 days)

Including the Standard Financial Statement

“Thanks very much for the training you provided. The training on money advice was great and just what we needed.”

Jo Thresher – Jelf Group plc


“The course was lots of fun, had loads of useful info. Great tutor. Highly recommended.”

Lisa Blanco – Ealing Advice Service


Please note, this is a 2-day programme

 Next course – 6 & 13 June

We will be running this course three times every year. Autumn course- 24 & 31 October

Courses start at 9.45am

AdviceUK members £195, Voluntary sector £225 + VAT, All others £260 + VAT (2016 prices)

 Introduction to Money and Debt Advice (2 days)

Learning objectives

  • Recognise why a client might get into a debt situation
  • Identify how a client may feel about their situation
  • Recognise an emergency situation and advise clients on what emergency action can be taken
  • Recognise the difference between priority, non priority and “square peg” debts
  • Identify key issues affecting liability for debt
  • Advise a client on how to maximize their income
  • Advise a client on how to draw up a financial statement
  • Advise clients on options for dealing with their debts
  • Identify a basic strategy for dealing with a client’s debts


  • What is money advice? What is debt and why do people get into debt?
  • The money advice process: initial ground rules and collecting information
  • Causes of debt
  • Dealing with emergencies
  • Priority and non-priority debts
  • Liability for debt
  • Income maximisation
  • Drawing up financial statements
  • Negotiating with priority creditors
  • Calculating clients’ pro-rata offers to non-priority creditors
  • Other options and strategies for dealing with debt
  • Common problems with creditors including harassment by creditors

To make a booking, please complete the booking form attached below and email it to us at

Attached document

word_icon Single modules booking form (43 Kb)