Introduction to Money and Debt Advice

(2 days)

Including the Standard Financial Statement

“Trainer was confident, knowlegable and engaging”
Julie Thorpe, Sussex Police Charitable Trust

“Excellent course- very detailed”
Beverley Smith Age UK (Hythe and Lyminge)

Please note, this is a 2-day programme

  • 17-18th  March 2020
  • 30th June – 1st July 2020
  • 17-18th November 2020

We will be running this course three times every year.

Courses start at 9.45am

AdviceUK members £190, Voluntary sector £240 + VAT, All others £275+ VAT

 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

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

Attached document

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