Event - Help Your Clients Access Money Advice Services

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Enables learners to recognise signs of poverty and exclusion, understand the benefits of money advice and what regulated advice means. Then use the skills & knowledge to help users access the best, most appropriate, free and impartial money, benefits and debt advice available and support them through the money advice process.

WHAT IS COVERED:

• The difference between information, guidance, advice and casework services and regulated debt advice
• How to react appropriately if someone confides in you that they have a debt problem
• Identifying the most common causes of debt and how to spot the most common symptoms of financial crisis.
• Know which type of advice provision and what level of support meets your client’s needs and how to access.
• Make a client referral to Pennysmart CIC and/or other money advice providers

PRIOR KNOWLEDGE REQUIREMENTS:

No prior knowledge is needed or assumed to benefit from this course.

DATES, VENUES & PRICING:

Available for ‘in-house’ delivery for up to 16 attendees

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