Virtual training

Get the basics on this practical day on effective telephone advice, including tips on call structure and difficult cases.

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

Recognise and practice key communication skills for effective and confident negotiations. Including the process, behaviours, styles, tactics and strategies to use.

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.

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

This course provides an opportunity to explore the underpinning knowledge and practical skills required to be able to deliver effective supervision, in line with their agency standards, the Money and Pension Service standards and the NI Quality standards.

This specialist level course is designed for Money Advice Supervisors, whether this comprises all or only part of their role.

This course will give you the space and opportunity to explore practical ways to advise and support vulnerable clients.

We will look at different types of CCA Notices you should be aware of to ensure your client is liable, the amount a creditor is claiming is correct, and that the creditor is acting within the law. The course will cover 77a Notices, Arrears notices and Interest after judgement Notices, looking at when they should be served and arguments when they haven’t been served.

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

Find out how the EJO enforce court judgments, the sanctions they have to do so and client options.

This course provides an overview of the legislation and case law on Orders Charging Land and Orders For Sale in Northern Ireland, and the process for obtaining and challenging these orders.

Understand the structures, jurisdiction, and procedures of courts in NI in relation to debt cases and bring this to life with a court visit.

This skilled level course will focus on the specifics of rental arrears in Private and Social Tenancies and suggest specific strategies to negotiate with arrears in each housing tenure. It will also focus on social landlord pre court protocols and what powers they have to make direct deductions from benefit.

This course provides an opportunity to explore key factors to promote good practice in dealing with debt cases which includes; case management, referrals and quality frameworks, including support and supervision. 

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

This is the first step in training to be a money and debt adviser, covering the ABC of debt, budgeting and maximising income. It will also help you to know when and how to direct people to an experienced adviser or other services.

This course is not a technical solutions course. We’ll discuss and practice ways to challenge clients (when necessary) to help them change behaviours and build their confidence and motivation.

Find out the key facts relating to bankruptcy to help you identify when this is an appropriate option for a client.

Stay on top of legislative updates and explore complex DRO updates having your own questions answered.

Learn to identify when IVA’s are an appropriate insolvency option and when a referral to an insolvency practitioner should be made.

This Skilled Level Course will look at how to 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

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

Find out how the EJO enforce court judgments, the sanctions they have to do so and client options.

This skilled level course will focus on the specifics of rental arrears in Private and Social Tenancies and suggest specific strategies to negotiate with arrears in each housing tenure. It will also focus on social landlord pre court protocols and what powers they have to make direct deductions from benefit.

This course tells you the key points to consider when giving advice on and challenging water, gas and electricity debts.

This skilled level course provides a comprehensive overview of Rates in Northern Ireland. It will enable you to advise your client on their rights and responsibilities in relation to Rates including liability, exemption, calculations, bills, help with rates and the debt recovery process.

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.

This skilled level course will focus on the specifics of rental arrears in Private and Social Tenancies and suggest specific strategies to negotiate with arrears in each housing tenure. It will also focus on social landlord pre court protocols and what powers they have to make direct deductions from benefit.

Recognise and practice key communication skills for effective and confident negotiations. Including the process, behaviours, styles, tactics and strategies to use.

This course is not a technical solutions course. We discuss and practice ways to challenge clients (when necessary) to help them change behaviours and build their confidence and motivation.

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 Limitations Act might apply. Find out about the limitation periods and potential challenges including mortgage shortfalls and credit debts.

This course look at different types and stages of relationships with regard to assets and financial, the linkage between insolvency and relationships the rights and liabilities associated with formal and less formal relationships, signposting  /referral  protocols or procedures, levels of support provided by own agency and  signpost or referrals of individuals for further support as required.

The course will help you to recognise when a client has mental health problems and give you an understanding of special factors impacting money advice casework when a client has mental health problems. We use the Mental Health Guidelines and other practical information and exercises to support best practice.