Debt Advice Quality Framework

This is the first step in training to be a money and debt adviser, covering budgeting and 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.

The learning starts by introducing them to debt advice, with some history of our charity as well as the wider sector and some key terminology. We look at the clients we support, and the impact debt advice can have on them.

We introduce the importance of understanding and interpreting legislation and the qualities needed to be an excellent adviser, including skills and knowledge like:

• how to signpost and refer
• starting a conversation
• explaining your role
• gathering information
• identifying debts and
• completing a budget

We introduce learners to case recording, as well as soft skills like how to challenge client perceptions.

Advisers are introduced to the options for dealing with debts and the learning they will need to complete to become a competent adviser and develop their practice over time.

Individual certification

Accreditation against a particular module is confirmed via the satisfactory attendance and completion of all the courses within that module. Progress for e-learning and virtual courses are always captured on the Wiseradviser learning management system (LMS).

This then forms the individuals learning record which is always accessible and transferable if they are to move organisations. Certificates for each completed course are also available for learners to download from the Wiseradviser LMS.