Making Referrals to Money Advice Services

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Location

Pennysmart Money Advice & Training

Unit 61 CoWorkz Business Centre

Minerva Avenue

Chester

CH1 4QL

United Kingdom

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Event description
A half-day, informative, training session aiming to highlight the benefits of supporting your clients to access quality, free money advice.

About this Event

Enables learners to recognise signs of poverty and exclusion, understand the benefits of money advice and what regulated advice means. Then use the skills & knowledge to help users access the best, most appropriate, free and impartial money, benefits and debt advice available and support them through the money advice process.

WHAT IS COVERED:

• What is Money Advice?

• The benefits of money advice

• What is FCA regulated advice?

• Signals someone needs money advice support

• What happens during money advice?

• Where to refer your clients for appropriate help

PRIOR KNOWLEDGE REQUIREMENTS:

No prior knowledge is needed or assumed to benefit from this course.

DATES, VENUES & PRICING:

Available for ‘in-house’ delivery and occasionally as an ‘open course’ – please check our web site www.pennysmart.org.uk for pricing, T’s and C’s and availability.

CONTACT:

training@pennysmart.org.uk or Tel 01244 651210

Date and Time

Location

Pennysmart Money Advice & Training

Unit 61 CoWorkz Business Centre

Minerva Avenue

Chester

CH1 4QL

United Kingdom

View Map

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