Wiseradviser - Introduction to Providing Debt Advice

Friday, 4 October 2019 - 10:00am to Friday, 11 October 2019 - 4:00pm

This generalist level course is the first step in training to be a money and debt adviser, covering the ABC of debt, budgeting and maximising income. This course will also help you to know when and how to direct people to an experienced adviser or other services. It will also help you understand the basic principles of money advice, explore the nature and extent of a debt problem and how to check your client’s liability. This course is a core course of the Money and Pension Service (MaPS) Quality Standard at Generalist Level. A workbook must be completed and submitted for assessment.
Who Should Attend: 
Wiseradviser courses are appropriate to anyone currently working with vulnerable clients facing financial difficulties.
Fees: 
All Wiseradviser courses are FREE to organisations providing FREE and impartial money and debt advice. To find out if you qualify for FREE training contact: wiseradviser@adviceni.net. However for accredited courses a £100 charge is applied for those seeking OCNNI accreditation. If you wish to have OCNNI accreditation, which is optional, there will be a £100 charge. Please be advised that if you submit an OCNNI accreditation form you will be invoiced for this amount. Cancellation Policy Participants booked on FREE training who do not show up on the day, or do not cancel with at least 5 working days’ notice, will be charged a fee of £30.
CPD Hours: 
This course is worth 12 CPD hours.
Education/Professional Framework: 
As explained above Wiseradviser training can enable participants to demonstrate that they meet the requirements of the Money and Pension Service (MaPS) Advice Service quality framework for individuals. This framework is mapped against a variety of NOS, so by achieving the relevant training advisers can demonstrate that they meet the NOS associated with that activity set (see pathway on page 21). The Advice Work activity set, for example, covers 9 NOS including ‘First Line Money and Debt Legal Advice/ Casework’ and ‘Provide and Receive Referrals on Behalf of Clients’. The courses link to a range of NOS beyond those covered by the MAS quality mark, including ‘Providing First Line Consumer Legal Advice/Casework’, ‘First line Housing Legal Advice/Casework’, ‘First Line Mental Health Legal Advice/Casework’. The Wiseradviser courses can be used as evidence towards a range of units in the Advice and Guidance and Legal Advice qualifications. This includes ‘Negotiate on Behalf of Clients (Unit 11), ‘Support Clients to Make Use of Advice and Guidance Services’ (Unit 2), and ‘Present Cases for Clients in Formal Proceedings’.
Accreditation: 
There are three levels to Wiseradviser training – Generalist Level (G) (provides basic principles of money advice), Skilled Level (S) (develops skills and knowledge of generalist money advisers), and Specialist Level (SP) (helps advisers deal with more complex cases). Most Wiseradviser courses are accredited with OCNNI at Level 3 or 4. Accreditation is optional however, workbooks must be completed for the Money and Pension Service (MaPS) accredited courses. See individual courses for further details. Learners must meet pre-entry requirements for skilled and specialist Wiseradviser courses. These can be found at www.wiseradviser.org
Additional Information: 
All attendees MUST book their place online at www.wiseradviser.org and NOT using the Advice NI booking form. A notification e-mail will be sent once a booking request is received. Successful applicants will receive a confirmation e-mail advising them of their course place. Should a place no longer be required it MUST be cancelled via the wiseradviser website (see cancellation policy). To book a place on a Wiseradviser course participants must be registered on the Wiseradviser website at www.wiseradviser.org Instructions on how to use this site, including how to book onto courses, are available once you are registered and logged in. If you have any difficulties registering, contact: wiseradviser@adviceni.net

Advice NI

1 Rushfield Avenue
Belfast
UK
Last modified: 
Thursday, 1 August 2019 - 10:00pm