Debt Advice & Benefits

Friday, 23 May '25   9:45am – 12:45pm BST
Single place available

Details

This is Part 2 of a two part course. To attend the complete course, please book via Part 1.

An Introduction to Debt, Part 2:
9.45am - 12.45pm

Completing the financial statement
BREAK
Negotiating with creditors

Aims
This part of the course looks at client expenditure levels and considers what is acceptable. It considers how to complete a financial statement and calculate accurate pro-rata offers to creditors. It also considers a range of common problems that may be encountered and how to effectively deal with these.

Learning Outcomes
By the end of the course participants will:

  • Be aware of appropriate levels of expenditure when completing financial statements;
  • Know how to prepare a financial statement;
  • Be able to calculate pro-rata offers to creditors;
  • Understand how to deal with common problems with creditors; -Be able to make effective signpostings and referrals to national resources including face-to-face, telephone and online.

Methods of delivery
This course is delivered online live with a BTC trainer. It is a practical course delivered using a combination of trainer presentation, exercises and case studies, group discussion and games. Participants will be provided with e-learning supporting material including PowerPoint slide handouts, a comprehensive training pack pdf and additional resources. There is a 20-30 minute break halfway through the course.

Intended audience
This course is for staff working with working age people who are affected by a health condition or a disability. No previous experience is required although a working knowledge of the wider benefits system is helpful.

Certificates & post course support
Participants will receive an e-certificate for completing Parts 1&2 (6 hours) of this course. This also guarantees eligibility to access our free 12 months post-course advice service (including priority entry to free webinars).

Level: Introduction

Instructions

In the week before the course, you will receive an email with Zoom link(s) to the course and a Dropbox link to access the pack/slides which are in pdf format. You will need to download (or print) the pack (and slides, if you wish) before each part of the course.

You will need a good wifi connection and a suitable computer/laptop to access both the Zoom session and the pack throughout. You may wish to use a separate device for the pack (or split your screen) if you cannot or do not wish to print.

We recommend participants log in a few minutes beforehand. You may also wish to have a pen and paper handy to make notes.

Tickets

There is NO PART 2 TICKET available for this course

Please go to Part 1 to book onto the complete course.
Select more View selections