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Our e-learning courses provide you with the practical tools you need to help your clients. Find out more about the e-learning courses we offer in different topic areas here.

Advising Your Clients on the Breathing Space Scheme

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.

Boost Your Own Development

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

Debt and Pensions

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.

Getting to Grips with Your Personal Caseload

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

Giving Effective Advice by Email

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.

Good practice in Case Recording

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.

Introduction to Debt Advice

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.

Introduction to Income Maximisation

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

Introduction to Welfare Benefits

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.

Identifying and Supporting Clients with Mental Capacity Limitations

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.

Supporting Bereaved Clients

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.

Supporting Clients to Self-Help

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.

Supporting Clients with Addictions

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.

Supporting Clients with Learning Disabilities

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.

Surviving Economic Abuse

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.

Understanding and Supporting Clients in Vulnerable Circumstances

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

Understanding and Supporting Clients with Mental Health Conditions

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.

Virtual Client Interview: You Decide!

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.

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