E-learning

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

You’ll explore the features of basic bank accounts, the ‘right of set off’, bank charges and advising on incidents of fraud.

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 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 and takes less than an hour to complete.

The SFS is the industry standard financial statement for assessing a client’s ability to afford debt repayments when they are in financial difficulties.

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 consumer and time orders provisions for debt.

In 2014, the Financial Conduct Authority took over responsibility for regulating consumer credit from the Office of Fair Trading. Find out more about changes in guidelines and legislation which now offer more protection for clients.

This course provides an overview of recent Financial Conduct Authority (FCA) research and changes. We’ll look at the FCA’s impact, and how to advise clients on some of these changes and findings.

This course explores how behavioural theory can help you manage your relationships with clients to improve engagement and outcomes.

In this course we look at key terms used in behavioural theory, principles of behavioural theory in debt advice, unconscious habits that can impact actions, choices and behaviour of clients, using behavioural theory to change clients’ behaviour.

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 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.

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

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.

This course is about clients with gambling, alcohol, or drug problems.

The overall objective of this course is to enable front-line staff to recognise when clients may have an addiction problem and to be able to handle such situations with sensitivity, offering appropriate support and signposting to external sources of help.

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

Learn about Debt Relief Orders and take the first steps to becoming a DRO approved intermediary with these comprehensive modules. 

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.

Get the facts on this hot topic! Look at common problems that clients experience and how you can help them.

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. Key topics covered are the background of payday loans, current social issues, understanding how they are regulated, common problems encountered and knowing how best to advise a client.

Get the facts on this hot topic! Look at common problems that clients experience and how you can help them.

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. Key topics covered are the background of payday loans, current social issues, understanding how they are regulated, common problems encountered and knowing how best to advise a client.

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 and takes less than an hour to complete.

The SFS is the industry standard financial statement for assessing a client’s ability to afford debt repayments when they are in financial difficulties.

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 is at Generalist level and is aimed at experienced advisers looking to increase their skills in order to be able to be able to develop a blended approach to delivering money advice.

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 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.

The overall objective of this course is to enable front-line staff to recognise when clients may have an addiction problem and to be able to handle such situations with sensitivity, offering appropriate support and signposting to external sources of help.

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

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