Introduction to Money and Debt Advice (2 days)

Including the Standard Financial Statement

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

Lisa Blanco – Ealing Advice Service

Superb…Trainer’s knowledge was very impressive..Exercises were fantastic

(June 2017)

Please note, this is a 2-day programme

Autumn course – 24 & 31 October 2017

Spring course 13 and 20 February 2018

We will be running this course three times every year.

Courses start at 9.45am

AdviceUK members £195, Voluntary sector £225 + VAT, All others £260 + VAT (2017 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)