Virtual training

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

Delve into the causes of financial challenges for historically marginalised groups and the importance of cultural competence when delivering advice. We’ll also explore strategies for advising clients from diverse backgrounds.

You will discuss key principles, skills and processes that will help you to improve your practice and work towards giving the best advice possible.

How to identify, support, advise and refer clients that have a mental health problem. We recommend a process to follow that reflects key guidelines and the law.

Enhance your confidence and success in creditor negotiations. Develop processes, behaviours and styles to use for different debts and circumstances.

This course covers approaches for advising and supporting clients with a range of conditions that may have at least some impact on the ability of the client to engage with debt advice and manage their finances.

Join in on this interactive day to learn how to effectively represent your client’s debts in legal proceedings.

This interactive workshop gives you the space and opportunity to explore practical ways to advise and support vulnerable clients.

You will explore ways to integrate financial capability into debt advice work.

This course provides you with the knowledge, confidence, motivation and skills to be able to support your clients with managing their money.

Explore ways to build your resilience as an adviser including boundaries, emotional intelligence and debriefs. Identify a practical, good practice approach to supporting clients through challenging times including bereavement and suicidal thoughts.

This course goes through tried and tested strategies which will support you to work with clients in line with codes of practice and guidelines.

Find out how to use the CCA consumer protections to legitimately challenge regulated debts, where correct processes have not been followed.

Look in details at the powers of the court to grant Time Orders, and the arguments to support the making of such orders.

This course will help advisers be confident when assisting clients with commonly used court forms, ensuring they are given the right advice whilst understanding the courts approach to litigants in person.

Use original court forms to explore your client\u2019s options in County Court proceedings. We cover key rules, time scales and responses to enforcement proceedings. Learn and share knowledge with others on this practical and discussion-based day.

This course will enable you to assist your clients in defending money claims in the County Court and explain the grounds for, and assist your clients in, challenging and setting aside County Court judgments and orders. We also clarify the limits to an adviser’s involvement and making appropriate referrals.

The aim of this course is to enable you to feel confident to represent clients in undefended mortgage possession proceedings in the County Court, by reinforcing your existing knowledge of court practice and procedure, and of the relevant law and case law.

Understand the options the court has when enforcing fines, the different staff roles and learn key things you can do when advising clients facing Magistrates’ Court action.

Join in on this interactive day to learn how to effectively represent your client’s debts in legal proceedings.

This course will enable you to be more effective in your advocacy work by considering and practicing the skills, knowledge and preparation that make a positive outcome more likely.

You will discuss key principles, skills and processes that will help you to improve your practice and work towards giving the best advice possible.

This practical course provides an in-depth exploration of the law and guidance relating to Debt Relief Orders. It is a follow up to the Debt Relief Orders: Approved Intermediaries course.

Go through a case study to get to grips with some of the complications that can come up when applying for DROs. Discuss common issues and get your questions answered before you apply to become an Approved Intermediary.

Discuss the pros and cons of the insolvency options in some common scenarios and look at some of the different implications of each. Have a go at using your knowledge and build your skills in a lively, instructive setting.

The aim of this course is to enable you to find and use suitable online resources relating to the three main insolvency options; Debt Relief Orders, bankruptcy and IVAs.

How to identify, support, advise and refer clients with mental health problems. We recommend a process to follow that reflects key guidelines and the law. The course will enable you to identify the link between debt and mental health and key ways to support clients who are impacted, while making use of available tools and complying with current guidelines and appropriate laws. It will also explain the Mental Health Guidelines and how to make appropriate referrals.

This course will help you identify ways to approach the overpayment and the possible outcomes.

The essentials of how to advise and assist your client in responding to enforcement of child maintenance debts under the statutory Child Support schemes.

The essentials of how to check bills, respond to liability orders and enforcement procedures including the rights and duties of enforcement agents.

This course will enable you to identify the main strategies and options for dealing with mortgage arrears prior to possession action being taken by lenders. It also looks in detail at how to respond to undefended mortgage possession action in the County Court.

Find out the options when possession action has started, what the court take into account and how to handle common proceedings.

The aim of this course is to enable you to feel confident to represent clients in undefended mortgage possession proceedings in the County Court, by reinforcing your existing knowledge of court practice and procedure, and of the relevant law and case law.

Understand the options the court has when enforcing fines, the different staff roles and learn key things you can do when advising clients facing Magistrates’ Court action.

Find out how to identify housing status, recognise grounds for possession and correct notices. Advise with confidence on possession proceedings, the court 2019s powers and client options when there are rent arrears.

A practical course aimed at giving advisers a working knowledge of the law as it operates and the remedies realistically available to clients.

The course is designed to give participants a practical understanding of enforcement law. It will explore what the Enforcement Act 2007 says and how it’s applied by bailiffs in day to day practice. We will consider practical remedies for clients when things go wrong and discuss how advisers can influence change and encourage best practice.

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 provide you with an opportunity to explore some practical breathing space case studies and give an update on case law and any significant changes to the guidance since the scheme was introduced.

This course will help you give advice on common situations that may arise with business debts, and identify when you may need to refer on. Get an overview of business type, budgets, and factors that affect viability. You will also learn about allowable expenses, capital allowances and how tax is assessed.

Enhance your confidence and success in creditor negotiations. Develop processes, behaviours and styles to use for different debts and circumstances.

This course, aimed at new advisers, introduces you to soft skills for hard situations, focusing on clients who have a deficit budget and sometimes limited options.

This course goes through tried and tested strategies which will support you to work with clients in line with codes of practice and guidelines.

Vital guidance for anyone advising clients when the Limitations Act might apply. Find out about the limitation periods and potential challenges including mortgage shortfalls and credit debts.

Look in details at the powers of the court to grant Time Orders, and the arguments to support the making of such orders.

Explore the elements of the advice process that are are important for quality debt advice. We’ll also look at FCA requirements, and identify obstacles and solutions to implementing good practice. The course consists of practical exercises designed to give supervisors and managers ideas for developing the quality of debt advice. You will share ideas and develop an action plan you can put into practice in your organisation.

This interactive half-day workshop will equip you with tools and techniques to successfully lead remote teams and create a cohesive virtual work environment. We’ll look at ways to keep staff engaged and build positive relationships while working remotely.

Delve into the causes of financial challenges for historically marginalised groups and the importance of cultural competence when delivering advice. We’ll also explore strategies for advising clients from diverse backgrounds.

Develop your practice, knowledge and skills as a supervisor including time management and supporting and coaching staff. This course builds on the training in our initial course for supervisors Introduction to Supervisor Skills: File Reviews, Communication and Common Challenges.

Are you a new supervisor or due to start a supervisor role? This course will help you develop and maintain an effective practice. This course is for those who are new to supervising debt advisers, or would like a refresher on the basic skills a supervisor needs. We will touch on file reviews and look at a case study to explore aspects supervisors need to check. We will cover communication and listening skills that you need to maintain good relationships with your advisors, as well as ideas for motivating staff. This practical course also provides an opportunity to look at different challenging scenarios and solutions to best support advisers in their roles.

Explore how to ensure quality in your team with ideas for keeping up-to-date, aiding consistency, and promoting a positive quality culture. This course will help you to gain confidence in this important and challenging part of being a debt advice supervisor.

This course will provide you with an opportunity to explore some practical breathing space case studies and give an update on case law and any significant changes to the guidance since the scheme was introduced.

How to identify, support, advise and refer clients with mental health problems. We recommend a process to follow that reflects key guidelines and the law. The course will enable you to identify the link between debt and mental health and key ways to support clients who are impacted, while making use of available tools and complying with current guidelines and appropriate laws. It will also explain the Mental Health Guidelines and how to make appropriate referrals.

This course covers approaches for advising and supporting clients with a range of conditions that may have at least some impact on the ability of the client to engage with debt advice and manage their finances. It explores the key challenges and barriers to money advice experienced by people with these conditions. We’ll look at our own obligations and responsibilities and practical ways in which we can adapt and tailor our service to ensure it is as inclusive and accessible as possible.

This interactive workshop gives you the space and opportunity to explore practical ways to advise and support vulnerable clients. You will improve your knowledge, skills and confidence when advising and supporting vulnerable clients, and share best practice in the context of the advice process with other advisers.

Explore ways to build your resilience as an adviser including boundaries, emotional intelligence and debriefs. Identify a practical, good practice approach to supporting clients through challenging times including bereavement and suicidal thoughts.