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  • Introduction to Money Advice (2 days)

Introduction to Money Advice (2 days)

Introduction to Money Advice - Please note, this is a 2-day programme

Mondays 17 & 24 June 2013

AdviceUK members £170, Voluntary sector £190 + VAT, All others £210 + VAT

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

Content
• 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 training@adviceuk.org.uk

Attached documents