Introduction to financial capability and debt advice
Get started with the basics of money management, personal budgeting support and the various options for debt relief.
Course summary
This course covers the positives and negatives of all debt relief options, money management techniques and government assistance in response to the cost of living crisis.
Course information
Level: Introductory (Level 3)
Face to face training
- Available for: Groups
- Duration: One day
- CPD points: Pending
Live webinar
- Available for: Individuals, groups
- Duration: Half day
- CPD points: 3
Individual bookings
| Date | Duration and time | Delivery and location | Cost Eligibility and discounts | Book Booking guidance |
| Thursday 06 February 2025 | Half day 9:30am – 12:30pm | Webinar | £110+VAT | £100+VAT | Book |
| Tuesday 29 April 2025 | Half day 1:30pm – 4:30pm | Webinar | £110+VAT | £100+VAT | Book |
| Tuesday 24 June 2025 | Half day 9:30am – 12:30pm | Webinar | £110+VAT | £100+VAT | Book |
What this course covers
Face to face and webinar training includes:
the concept of financial capability
alternative payment arrangements, personal budgeting support, writing a realistic budget and recording expenditure
saving money, priority and non-priority spending
generating income and grant funding
conversations about money and ‘debt denial’
banking, financial inclusion, borrowing and credit
challenging and minimising liability for debt
the Debt Respite Scheme (Breathing Space), Debt Relief Orders (DRO) and debt management plans
administration orders, insolvency, individual voluntary arrangements, and bankruptcy
government assistance in response to the cost of living crisis
Who this training is for
You don't need any prior knowledge for this course.
You might be a housing officer, income officer, support worker or adviser who doesn't specialise in debt, but needs to know the basics.
Continuing Professional Development
Gain points towards your professional development from the CPD Certification Service with Shelter training and events.
