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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: Individuals, groups
  • Duration: One day
  • CPD points: Pending

Live webinar

  • Available for: Individuals, groups
  • Duration: Half day
  • CPD points: 3

Individual bookings

DateDuration and timeDelivery and locationCost
Eligibility and discounts
Booking guidance
Tuesday 10 September 2024Half day 9:30am – 12:30pmWebinar£105+VAT | £95+VATBook
Thursday 21 November 2024Half day 10am – 1pmWebinar£105+VAT | £95+VATBook

Group bookings

You can book this course for groups.

Contact us about group bookings

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.

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