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Helping Your Clients to Access Money Advice Services
July 15 @ 9:00 am - 11:00 amFree
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 website www.pennysmart.org.uk for pricing, T’s and C’s and availability.
email@example.com or Tel 01244 651210