Money Management

We are currently offering FREE Money Management training funded by the Department for Communities (DfC) for those working with people impacted by welfare reform. For further information see Money Management: Supporting Communities with Welfare Reform in Upcoming Training.

Money Management Training

Advice NI has vast experience in the development, delivery and evaluation of Money Management (Financial Capability) training to both Advisers and others working in this area as well as delivery directly to the public.

Advice NI's delivery of Money Management training includes the delivery of:
  • Money Management Support programme funded by Ulster Bank’s Community Impact Fund.
  • Manage Your Money Programme providing money management advice directly to older people's groups. 
  • Manging Change funded by the Money Advice Service (MAS) and in partnership with Inspire to provide money management training to those with acute or chronic mental health conditions.
  • Building Resilience for Retirement funded by MAS to enhance digital money management skills of older people.
Advice NI’s off the shelf courses available in money guidance include the following and can be delivered on a bespoke basis:
 
 Course Title  Duration
Money Advice Support Programme
 
 2 Day Course
 Better Budgeting
 
 2 Day Course
 Savvy Borrowing
 
 1 Day Course
 Coping with Money Problems
 
 ½ Day Course
 Talking About Money at Home
 
 ½ Day Course
 Money Management for Mental Wellbeing 
 
 2 Day Course
 Financial Inclusion and Welfare Reform
 
 ½ Day Course
 Preparing for Retirement
 
 ½ Day Course
 Money Guidance for Mentors
 
 1 Day Course
 Supporting Clients with Money Challenges
 
 2 Day Course

Our Wiseradviser training in Debt and Money Advice covers a number of aspects of money management for advisers including Budgeting Skills. For further information see our Wiseradviser Programme, visit the Wiseradviser website or contact wiseradviser@adviceni.net  
 

Upcoming Training

For current scheduled sessions see the upcoming courses below. Please keep checking our website for further sessions and locations. Scheduled sessions will be delivered at Advice NI offices in Belfast unless otherwise specified. The sessions are 1 day in length, however flexibility can be applied.

  • Wiseradviser: Skills for Effective Advocacy (FREE to Eligible Groups)

    05 December 2018 - 09:30

    Following from the Debts in the Courts skilled level course (which is a pre-requisite), this discussion based, and practical day will develop your core tactical knowledge and skills to help clients. Learn how to effectively represent your client debts in legal proceedings. The course is accredited...
  • Wiseradviser: Court Action for Enforcements of Judgements Office (FREE to Eligible Groups)

    19 December 2018 - 09:30

    This specialist level course will equip money advisers with knowledge of the debt enforcement process in Northern Ireland and the role of the adviser when assisting clients. It will outline where an intervention to negotiate, advocate and formally represent by the lay dvocate can be actioned at...
  • Wiseradviser: Tailoring Advice Strategies and Options for Dealing with Debt (NI)

    21 January 2019 - 09:30

    This skilled level course goes through tried and tested strategies which will support you to work with clients in line with Codes of Practice and guidelines. It is accredited with OCNNI at Level 3. This is a core course for those seeking MAS accreditation at Advice Work or above.
  • Wiseradviser: Rates: Liability and Enforcement

    11 March 2019 - 09:30

    This skilled level course provides a comprehensive overview of Rates in Northern Ireland. It will enable you to advise your client on their rights and responsibilities in relation to Rates including liability, exemption, calculations, bills, help with rates and the debt recovery process. This...
  • Wiseradviser: Introduction to Providing Debt Advice

    08 April 2019 - 09:30

    This generalist level course is accredited with OCNNI at Level 3. It will 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 (or equivalent) is a prerequisite for attending other wiseradviser...
  • Wiseradviser: Good Practice Dealing with Debt

    20 May 2019 - 09:30

    This course is designed for advisers dealing with debt at all levels, who want to provide a high quality, effective and measurable debt advice service. It provides an opportunity to explore key factors to promote good practice in dealing with debt cases which includes; cases management, referrals...
  • Wiseradviser: Individual Voluntary Arrangements: The Essential Guide

    30 May 2019 - 09:30

    This skilled level course will provide you with the ability to identify when an Individual Voluntary Arrangement (IVA) is appropriate. It will explain the IVA procedures and enable you to make appropriate referrals to Insolvency Practitioners. This course is a module of the Insolvency Options...
  • Wiseradviser: Bankruptcy: The Essential Guide

    30 May 2019 - 13:00

    This skilled level course will provide you with a basic step by step overview of bankruptcy legislation in Northern Ireland. It will enable you to identify when a bankruptcy is appropriate. This course is a module of the Insolvency Options course accredited with OCNNI at Level 3. This is a core...
  • Wiseradviser: Effectively Challenging Utility Debt

    03 June 2019 - 09:30

    This skilled level course will enable you to advise your client on their rights and responsibilities under the relevant utilities legislation including gas, electricity and telecommunications. The course enables trainees to negotiate with Creditors using the Codes of Practice to which those...
  • Wiseradviser: DRO Intermediaries & Complex Cases

    06 June 2019 - 09:30

    This skilled level course follows on from pre-course materials available on www.wiseradviser.org. The course is only relevant to those who are training as an Intermediary with an approved Debt Relief Order Competent Authority and those who have done so. In this workshop you will review case-studies...