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Giving a good service to clients

An introduction to communication skills for new volunteers and trainees who meet and greet clients, collect their details and help them find supporting information. Also suitable for signposting and referring agencies who don’t give advice themselves.

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Date Launched21/8/2014
Owner
: Institute of Money Advisers
Debt activity
  • Initial contact
  • Support work
Type of learning
  • Training
Channel of learning
  • Face to face
  • Online
Country
  • England

NTIQ PIP 2 – Personal insolvency and debt solutions

PIP 2 is an alternative to the IPA’s Certificate of Proficiency in Personal Insolvency (CPPI) or Certificate of Proficiency in Insolvency (CPI) examinations, for members of the team who have been in the business for between six months and two years.

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Date Launched25/10/2016
Owner
: Neil Taylor Insolvency
Debt activity
  • Initial contact
  • Support work
  • Advice work
  • Casework or specialist
  • Supervision including technical learning
Type of learning
  • Qualification
Channel of learning
  • Blended learning
Country
  • England

Money Wellness Ltd: Debt services programme for supporting people through financial difficulty

A comprehensive programme that will ensure that your employees have the skills and knowledge to able to provide suitable outcomes to clients, through: identification of assistance required by the client and the ability to give appropriate direction…

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Date Launched20/1/2012
Owner
: Gregory Pennington Ltd.
Debt activity
  • Initial contact
  • Support work
  • Advice work
  • Casework or specialist
Type of learning
  • Training
Channel of learning
  • Online
  • Face to face
Country
  • England

Supervising and supporting debt advisers

This programme is designed to be completed by all employees who supervise or support debt advisors as part of their role. It is a two day course which aims to ensure learners can explain the role and responsibilities of a supervisor, and use analysis tools.

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Date Launched15/3/2021
Owner
: Totemic Limited
Debt activity
  • Supervision including technical learning
Channel of learning
  • Face to face
  • Online
Country
  • England

CAP Initial contact and support course

This course is CAP’s in-house training for new employees in their service delivery department. It aims to equip staff to provide information and support to clients who are seeking help with their debts.

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Date Launched06/4/2017
Owner
: Christians Against Poverty
Debt activity
  • Initial contact
  • Support work
Type of learning
  • Training
Country
  • England

Advice work pathway introduction

Within this activity set, there are two training courses that the IMA offer which must be completed: Money advice in practice, and Referrals and supporting clients.

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Date Launched21/8/2014
Owner
: Institute of Money Advisers
Debt activity
  • Advice work
Type of learning
  • Training
Channel of learning
  • Face to face
  • Online
Country
  • England

Advice UK: learning to advise

For front-line advisers, this course introduces the whole sector and aims to support advisers to feel more confident in giving quality debt advice.

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Date Launched30/1/2015
Owner
: Advice UK
Channel of learning
  • Face to face
  • Online
Debt activity
  • Initial contact
  • Support work
  • Advice work
Type of learning
  • Training
Country
  • England
  • Wales

CMA Level 4 award in casework/specialist debt advice

The CMA Level 4 award in casework/specialist debt advice requires attendance at three separate training days which must be completed in sequence.

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Date Launched14/6/2021
Owner
: Community money advice (CMA)
Debt activity
  • Casework or specialist
Type of learning
  • Training
Channel of learning
  • Online
  • Face to face
Country
  • England

Wiseradviser casework/specialist pathway (ten courses)

The third level of the Wiseradviser accredited pathway consists of ten mandatory modules.

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Date Launched30/10/2014
Owner
: Wiseradviser England
Debt activity
  • Casework or specialist
Type of learning
  • Training
Country
  • England
Channel of learning
  • Face to face
  • Online
  • Blended learning

Debt advice supervisor training

This course is CAP’s in-house training for experienced, senior debt advisors, who have already completed our Advanced advisor course. The objective is to equip senior CAP advisors to supervise the work of staff in regard to debt legal advice and casework

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Date Launched10/5/2021
Owner
: Christians Against Poverty
Country
  • England
Debt activity
  • Supervision including technical learning
Channel of learning
  • Face to face
Type of learning
  • Training