Course Overview Considering technical and practical issues, this course will provide advisers with the knowledge and skills to assist clients whose essential expenditure exceeds their income.
When: April 29–30, 2024
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Course Overview Complementing our DRO Practice and Procedures and DRO Law and Theory courses, Debt Relief Orders: The Tricky Bits will look at areas that intermediaries have raised as being ‘tricky’ during previous training sessions. The course will take an in depth look at those difficult issues that can arise when advising clients on DROs.
When: May 7–8, 2024
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Course Overview This course will provide an in depth look at a range of different types of penalties issued in England and Wales for parking and other traffic infringements. This is a very common issue that clients seek advice about and so it will prove valuable to all advisers who wish to improve their knowledge of these penalties, how they are issued and how to deal with them.
When: May 9–10, 2024
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Course Overview Based around a number of case studies for participants to consider and discuss, the course looks at a wide range of developments over the past 12 months. (Programme subject to change to ensure that the latest developments are included.) Winter/Spring Edition
When: May 13–14, 2024
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Course Overview This course is for money advisers wishing to become a DRO intermediary. It covers the basic criteria a client must satisfy to qualify for a DRO and outlines the checks an intermediary must take before submitting a DRO application.
When: May 14, 2024
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It takes time and experience to become a specialist. Money Advice Foundations is designed to provide a short extension of the topics encountered in Money Advice in Practice and is the first step on a road that, through subsequent experience and learning, will take you to specialist status.
When: May 20–21, 2024
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Course Overview As part of its focus on improving consumer protection and following a lengthy consultation process, on 28th July 2022 the Financial Conduct Authority published the final rules and guidance on its new Consumer Duty. Coming into force on 31st July 2023, the package of measures which makes up the Consumer Duty marks a significant shift in the FCA’s approach to its regulation of firms and the protection of consumers, moving away from process monitoring to an... Details
When: May 21–22, 2024
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Course Overview This course explores the developing area of affordability complaints. These started in 2015 for payday loans and are now being made about a wider variety of credit.
When: May 28–29, 2024
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Course Overview The ‘traditional’ method of prioritising debts based on their potential effects on home, liberty or essential goods and services is not always easily applied. In recent years there have been changes in the way non-priority debts are enforced; welfare reform has enabled stronger collection methods for benefit debts; and creditors are increasingly using High Court enforcement.
Advisers must be able to spot where a traditionally non-priority debt may... Details
When: June 4–5, 2024
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We're excited to be returning to the Rep Theatre in Birmingham for our 2024 Annual Conference - join us at the money advice event of the year on 12 June. The event will include a great selection of technical learning workshops, networking opportunities, exhibition and a panel discussion session (topic TBC). The event will also incorporate the 2024 Money Advice Awards and we’ll be celebrating members’ success in obtaining the CertMAP qualification at the Student Awards... Details
When: June 12, 2024
Where: Birmingham
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Course Overview This course will equip experienced advisers to more confidently respond to cases of High Court enforcement in both debt and possession cases.
When: June 17–18, 2024
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Course Overview The impacts of psychological and physical addictions are issues that money advisers encounter on a regular basis. These are patterns of behaviour involving actions or spending that the client feels they have no control over. For example, smoking, alcohol, substances, gambling, and shopping.
This course takes a constructive view of working with clients, through recognising how addition impacts the client and the client adviser relationship.... Details
When: June 18–19, 2024
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With increasing challenges from deadlines and targets, advisers must produce their best under time pressure. This training details how to progress and close a case properly, write good case notes, manage expectations, and understand the nature and the implications for your planning of other services who might be involved with the client.
When: June 24–25, 2024
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Course Overview A half-day course looking at how beneficial interest in a property impacts on debt advice. Beneficial interest is when another individual, not named on the Land Registry as having ownership of the legal estate in the property, but is (or has) contributed financially to the purchase of the property. In these cases, the individual may have established underlying ownership (a ‘beneficial’ interest). This session will focus on practical elements required to... Details
When: June 25, 2024
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Course Overview Increasingly advisers in are receiving enquiries from clients wanting to know about what will happen to their pension if apply for Bankruptcy or a DRO. Therefore, advisers need to be clear about the implications of these solutions for clients’ pensions.
This course aims to provide advisers with a greater depth of understanding of this topic, increasing confidence in supporting clients navigating this challenging area.... Details
When: June 27, 2024
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