Casework/Specialist Pathway (comprising 10 courses)

Description of the programme

The third level of the Wiseradviser accredited pathway consists of the ten mandatory modules listed below. E = E-learning. V= Virtual Classroom
* courses are accredited at different levels as they cover the National Occupational Standards (NOS) at both levels. There is no need to repeat courses.

E – Credit Referencing*
E – Getting to Grips with your Caseload*
E – What are the Insolvency Options*
V – Business Debts: Self-Employed Clients and Directors of Limited Companies
V – Council Tax: Liability & Enforcement
V – Good Practice: Providing High Quality Debt Advice*
V – Insolvency Options: Putting it into Practice*
V – Negotiation and Communication: Strategies & Tactics *
V – Skills for Effective Advocacy*
V – Tailoring Advice: Strategies and Options for Dealing with Debt*

Pre Requisite Learning / Pathway / Accreditation for Prior Learning

Each specific course may have its own pre-requisite learning.

Please visit the individual Wiseradviser course pages which will detail any pre-requisites that may need to be completed before attendance to a course.

Individual Certification

Accreditation against a particular module is confirmed via the satisfactory attendance and completion of all the courses within that module. Progress for e-learning and virtual courses are always captured on the Wiseradviser learning management system (LMS).

This then forms the individuals learning record which is always accessible and transferable if they are to move organisations. Certificates for each completed course are also available for learners to download from the Wiseradviser LMS.

Contact Details

contactus@moneyadvicetrust.org

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What are the outcomes?

This course is accredited to Casework/Specialist level only. Casework/specialist activity will involve an adviser taking on responsibility for the conduct of a case and/or an adviser taking action on behalf of the client. The adviser drives and manages the case and maintains a continuing relationship with the client.  Negotiation, advocacy and representation where appropriate are common features of casework.

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