Introduction to Debt Advice

Description of the programme

This is the first step in training to be a money and debt adviser, covering the budgeting, identifying options. It will also help you to know when and how to direct people to an experienced adviser or other services.

This course introduces new debt advisers to their role. Whether they will be delivering advice face to face, on the phone, by webchat and email or a combination, they will learn what being a debt adviser entails and be launched on their learning journey with Wiseradviser.

The learning starts by introducing them to debt advice, with some history of our charity as well as the wider sector and some key terminology. We look at the clients we support, and the impact debt advice can have on them.

We introduce the importance of understanding and interpreting legislation and the qualities needed to be an excellent adviser, including skills and knowledge like:

• How to signpost and refer
• Starting a conversation
• Explaining your role
• Gathering Information
• Identifying debts and
• Completing a budget

We introduce learners to case recording, as well as soft skills like how to challenge client perceptions.

Advisers are introduced to the options for dealing with debts and the learning they will need to complete to become a competent adviser and develop their practice over time.

Pre Requisite Learning / Pathway / Accreditation for Prior Learning

None

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.

Original Launch date

01/12/2015

Contact Details

contactus@moneyadvicetrust.org

Back to top

What are the outcomes?

This is course is accredited to the debt activity sets described below.

Initial contact activity will involve a member of staff as the first point of contact in the service for the client. They may explain the remit of the service, may gather basic personal information, provide information and/or signpost the client if appropriate.

Support work activity will involve a member of staff providing information relating to the remit of the service, collecting client information, identifying the client’s problem and any related issues, identifying any immediate or urgent priority matters, agreeing appropriate next steps, and signposting or arranging a referral for the client to other services where appropriate.

Back to top