E-learning

The aim of this course is to provide advisers with full details of the Breathing Space scheme which will enable you to consider whether a Breathing Space Moratorium is appropriate for your client and enable you to assist your client to apply to the scheme.

Make the most of learning opportunities by discovering your personal learning style. This course offers lots of ideas and resources for money advisers.

This course focuses on pensions and their relevance to debt advice.

Recent changes to pensions, including auto-enrolment and pension freedoms, mean that it’s more likely that you will increasingly need to consider your clients’ pensions as part of your debt advice.

The learning looks at why and how a good case record should be created, reviewed, progressed and kept confidential.

Email advice can be a method of choice for some clients. In this course we give tips on how to give full and clear advice.

The objectives of this course are: to describe how e-advice differs from face-to-face or telephone, explain how working with potentially limited information can still generate a positive impact with clients, respond to difficult emails and construct an email response.

The course will help you to ensure your case files are good quality and will introduce you to a tool that debt advice organisations can use to check the quality of case records.

We’ve emphasised what an important role client case files play in providing efficient and effective support to clients.

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.

This course is an introduction to supporting clients through income maximisation in a thorough and systematic way.

An overview of the benefit system so that you are familiar with the terms used, can identify some key benefits, are able to identify when to offer a benefit check and when the client should be referred for specialist benefits advice.

This e-learning is about mental capacity. Mental capacity is an individual’s ability to make their own decisions.

As a debt adviser it is important to identity and support clients who have difficulties with decision making as they might; have made agreements that are not valid, need extra support making decisions or need help finding someone to make decisions for them that are in their best interests.

This e-learning will offer you an insight into what your client may be experiencing both practically and personally, enhancing your ability to support them effectively.

The course will help you to recognise when a client is best suited to receive assisted self-help advice and how to support them to succeed and feel empowered in the long term.

The course looks at ways to open a conversation about addiction, how to recognise signs of addiction, what you can do to help and the other support available.

The course provides an overview of legislation and guidelines to protect and support individuals with learning disabilities and introduces some of the terminology related to learning disabilities that you might come across.

The aim of this course is to provide learners with an in-depth understanding of the domestic and economic abuse and how this can link to other vulnerabilities.

This course looks at what vulnerability is and introduces ways to identify, safeguard and support clients in vulnerable circumstances.

This introductory level course looks at why it is important to take clients’ mental health conditions into account, how to handle disclosure of mental health problems and how to deal with potentially difficult circumstances.

Choose your route through this course as you make decisions on the advice you give to George. Each option will take you on a different path and reveal helpful feedback.

This course will give you an understanding of the Consumer Credit Act (CCA), from checking the agreement to hire purchase and bills of sale. You will also gain an understanding of the unfair relationships provisions, some of the legal protection the CCA gives the consumer, as well as an understanding of time orders provisions for debt.

Get to know your client’s rights and options in county court debt proceedings from claim to enforcement. The modules cover day to day county court work and provide a chance to practice completing common court forms.

In this course we look at when and how the High Court may be used by creditors to enforce money judgments. It is aimed at advisers who have completed the Debts in the County Court learning pathway, or who have a working knowledge of the county court system.

This very short e-learning module is pre-course work for the Recovering Financial Penalties in the Magistrates’ Court virtual classroom training course. It is designed to make more time on the day for discussion and exercises.

The aim is to make you aware of how the Magistrates’ Court works and where it fits within the legal system of England and Wales before you attend the virtual classroom training course. It covers the court hierarchy in England and Wales, roles of key court personnel, the layout of a typical Magistrates’ Court and the differences between lay magistrates and District Judges.

In this course you will find out about how banking works for those who are facing financial difficulties.

Learn what a credit reference file is and the information it contains. Find out how to advise clients who have been victims of credit fraud, have been turned down for credit or wish to improve their credit rating.

This course will help you to understand a client’s housing status, what rights clients and landlords have, and recognise the different grounds for possession due to rent arrears.

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

This course is an introduction to supporting clients through income maximisation in a thorough and systematic way.

A look at the types of student loans you may come across, and what to do if a client has arrears. It also touches on advising current students on additional financial help.

An overview of the benefit system so that you are familiar with the terms used, can identify some key benefits, are able to identify when to offer a benefit check and when the client should be referred for specialist benefits advice.

This course introduces you to the Standard Financial Statement (SFS) and how to use it with your clients when giving them debt advice. It is suitable for advisers of all levels of experience.

This introductory level course looks at why it is important to take clients’ mental health conditions into account, how to handle disclosure of mental health problems and how to deal with potentially difficult circumstances.

Understand how Universal Credit operates, the issues it creates for your clients and how you can best address these.

Choose your route through this course as you make decisions on the advice you give to George. Each option will take you on a different path and reveal helpful feedback.

Find out the key facts relating to administration orders, debt relief orders, individual voluntary arrangements and bankruptcy.

Advisers who wish to become Approved Intermediaries for DROs: Once you’ve completed this e-learning you can book a place on our Debt Relief Orders: Approved Intermediary virtual workshop.

This e-learning is about mental capacity. Mental capacity is an individual’s ability to make their own decisions. As a debt adviser it is important to identity and support clients who have difficulties with decision making as they might; have made agreements that are not valid, need extra support making decisions or need help finding someone ​​​​​to make decisions for them that are in their best interests.

This course looks at what vulnerability is and introduces ways to identify, safeguard and support clients in vulnerable circumstances. It will help you to understand what makes people vulnerable, different types of vulnerability and ways to support clients.

This introductory level course looks at why it is important to take clients’ mental health conditions into account, how to handle disclosure of mental health problems and how to deal with potentially difficult circumstances.

This course looks at rights of domestic customers to water supply, methods for billing water and sewerage, water metering, client’s water providers, how clients can get help with water and sewerage bills, liability to pay bills and dealing with water arrears.

This e-learning is aimed at experienced advisers looking to increase their knowledge in order to be able to explain good-practice strategies when dealing with payday loans.

This course will help you to understand the clients’ right to supply and to change suppliers, the erroneous transfer, how your clients can pay for gas and electricity. You will learn about smart meters, advantages and disadvantages of a prepayment meter, what help is available to reduce bills, how to deal with arrears, how to make a complaint, and advise clients about disconnection and re-connection.

The overall aim of the Civil Parking Penalties course is to ensure that you understand the Penalty Charge Notice (PCN) procedure and the appeal options available, in order to appropriately advise your clients.

This course covers interim orders, final charging orders, objections, conditions and orders for sale. It is aimed at all advisers and will help you to advise your clients depending on their circumstances.

This course will help you to understand a client\u2019s housing status, what rights clients and landlords have, and recognise the different grounds for possession due to rent arrears.

This very short e-learning module is pre-course work for the Recovering Financial Penalties in the Magistrates’ Court virtual classroom training course. It is designed to make more time on the day for discussion and exercises.

The aim is to make you aware of how the Magistrates’ Court works and where it fits within the legal system of England and Wales before you attend the virtual classroom training course. It covers the court hierarchy in England and Wales, roles of key court personnel, the layout of a typical Magistrates’ Court and the differences between lay magistrates and District Judges.

Do you know about how the enforcement agent law and regulations impact on your advice? We have collated the crucial details you need to know about these important changes.

The course aims to provide advisers with a more in-depth and technical understanding of enforcement law, and builds on the knowledge gained in the Wiseradviser casework level Taking Control of Goods e-learning and virtual training.

How well do you understand what enforcement agents can and can’t take into control? Try our short game to test your knowledge of bailiff law!

This course will help you to advise clients who are self-employed or clients who are owners of small businesses.

This course provides advisers with full details of the Breathing Space scheme which will enable you to consider whether a Breathing Space Moratorium is appropriate for your client and to assist your client to apply to the scheme.

Behavioural theorists study what works when it comes to breaking habits that are not serving us well and changing our behaviour.

This course follows on from the e-learning to explore and discuss how understanding these behaviour traits and patterns can help us better engage, communicate with and advise our clients.

It also looks more broadly at ways to support clients through change and interviewing techniques that are designed to help.

This course will help you to understand when the High Court can be used and High Court procedures.

In this course we look at when and how the High Court may be used by creditors to enforce money judgments. It is aimed at advisers who have completed the Debts in the County Court learning pathway, or who have a working knowledge of the county court system.

Email advice can be a method of choice for some clients. In this course we give tips on how to give full and clear advice.

The objectives of this course are: to describe how e-advice differs from face-to-face or telephone, explain how working with potentially limited information can still generate a positive impact with clients, respond to difficult emails and construct an email response.

This e-learning is about mental capacity. Mental capacity is an individual’s ability to make their own decisions.

As a debt adviser it is important to identity and support clients who have difficulties with decision making as they might; have made agreements that are not valid, need extra support making decisions or need help finding someone ​​​​​to make decisions for them that are in their best interests.

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.

This course is an introduction to supporting clients through income maximisation in a thorough and systematic way.

Learn how you can adapt to individual client’s and combine face-to-face, telephone and email advice with self-help options. This course aims to save you time and make your service as effective as possible.

This e-learning will offer you an insight into what your client may be experiencing both practically and personally, enhancing your ability to support them effectively.

The course will help you to recognise when a client is best suited to receive assisted self-help advice and how to support them to succeed and feel empowered in the long term.

Choose your route through this course as you make decisions on the advice you give to George. Each option will take you on a different path and reveal helpful feedback.

Find out the key facts relating to administration orders, debt relief orders, individual voluntary agreements and bankruptcy.

Advisers who wish to become Approved Intermediaries for DROs: Once you’ve completed this e-learning you can book a place on our Debt Relief Orders: Approved Intermediary virtual workshop.

This course provides advisers with full details of the Breathing Space scheme which will enable you to consider whether a Breathing Space Moratorium is appropriate for your client and enables you to assist your client to apply to the scheme.

This e-learning is about mental capacity. Mental capacity is an individual’s ability to make their own decisions. As a debt adviser it is important to identity and support clients who have difficulties with decision making as they might; have made agreements that are not valid, need extra support making decisions or need help finding someone ​​​​​to make decisions for them that are in their best interests.

This e-learning will offer you an insight into what your client may be experiencing both practically and personally, enhancing your ability to support them effectively. You’ll explore what bereavement and grief is, and how people can be affected in very different ways. You’ll learn how a vulnerable situation can be created or made worse by the loss of a loved one, and what organisations like yours can say or do to support people going through these difficult times.

The course looks at ways to open a conversation about addiction, how to recognise signs of addiction, what you can do to help and the other support available.

The course provides an overview of legislation and guidelines to protect and support individuals with learning disabilities and introduces some of the terminology related to learning disabilities that you might come across.

The aim of this course is to provide learners with an in-depth understanding of the domestic and economic abuse and how this can link to other vulnerabilities.

This course looks at what vulnerability is and introduces ways to identify, safeguard and support clients in vulnerable circumstances.

It will help you to understand what makes people vulnerable, different types of vulnerability and ways to support clients

This introductory level course looks at why it is important to take clients’ mental health conditions into account, how to handle disclosure of mental health problems and how to deal with potentially difficult circumstances.