Training

Introduction to Debt Advice

'Excellent, very well informed. I would now
feel confident discussing debt with clients'

Training participant
Single Homelessness Project

This course covers:

  • The basic money advice process for helping a client with debt
  • Preparing a financial statement
  • Identifying the best strategy for the client.

By the end of the course you will be able to:

  • Identify priority and non-priority debts and check a client's liability for these
  • Help a client maximise their income and reduce expenditure
  • Prepare a financial statement and calculate pro-rata offers to creditors
  • Negotiate with creditors and be aware of common problems

Level: Introductory

CPD Hours: Five





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