Supervising Money Advice – Raising the Standards of Debt Advice

Description of the programme

The course is designed for anyone new to a supervision role. The session provides basic skills in supporting, directing and developing an advice service worker, plus tools and suggestions for better understanding and managing the supervision relationship.

Learning objectives:

By the end of the course you will be able to:

define the meaning of supervision in relation to money advice and explain its importance and benefits
identify personal drivers that may influence the way you act as a supervisor
describe 6 tools for providing supervision to money advice staff
identify key elements of effective file review
identify key elements of an effective supervision session and the skills required to carry it out
understand what kind of difficult situations may arise and consider ways to handle these appropriately

Pre-Requisite Learning / Pathway / Accreditation for Prior Learning:

Delegates are required to have successfully completed accredited courses covering the following Activity Sets, either with the IMA or another MaPS accredited training provider:

Initial contact
Support work
Advice work
Casework/specialist
Court Representation (if the team you are supervising is qualified up to this level)

For the IMA’s pathway, you must have attended the IMA’s training and passed the tests in each of the following:

Giving a Good Service to Clients and
Money Advice in Practice (since Autumn 2014)
Referrals & Supporting Clients
Money Advice Foundations and
Managing Cases and Caseloads

If the team you are supervising is accredited up to Court Representation level then you will also need to attend and pass the tests for the following courses:

Facing Courts & Tribunals

Preparing Cases for Court

Individual Certification

Attendees are provided with information about MaPS Accreditation of a particular course by email prior to the course date. This information is contained within the booking confirmation email that an attendee receives to confirm their place on a course. It explains which Activity Set the course relates to and, where applicable, other courses that need to be completed within that Activity Set. In this case, the attendee will be advised that this course covers the Supervision Activity set for MaPS accreditation. It also explains that in order to obtain MaPS accreditation, there will be an online test for the course which must be passed.

Once the training has been completed they will receive a certificate to confirm this. This contains a footer explaining that this certificate alone is not proof of completing MaPS accredited training.

Once the test is completed, they will receive email confirmation to confirm whether they have passed.

Once they have attended the course and passed the required test, they will receive an Activity Set Certificate, confirming their accreditation up to the level of Supervision.

What are the outcomes?

This course is accredited to Supervision level only. Supervision activity will involve an adviser providing technical debt advice support to other advisers within and/or outside their own organisation. Line management alone does not constitute supervision, without the provision of technical debt advice support.