Money and Debt Training


We are delighted to be able to offer free Money and Debt training, which will be delivered by AdviceUK, to 50 of our members who are based in London, the South West and the South East of England. CSO is offering participants incentive of £100 per training.

This course is suitable for: Advisors/Student Advisors. It can also be beneficial for reception staff to help them understand more about the general process that clients/service users may experience.

This course is accredited by the Money and Pensions Service.

Learning Objectives:

Over the two sessions, you will look at:

  • What is debt and why do people get into debt?

  • The money advice process: initial ground rules and collecting information

  • How a client may feel about their situation

  • Recognise an emergency situation and advise clients on what emergency action can be taken

  • Recognising the difference between priority, non-priority and “square peg” debts

  • Identify key issues affecting liability for debt

  • Advise a client on how to maximise their income

  • An overview of a standard financial statement

  • Negotiating with priority creditors

  • Calculating clients’ pro-rata offers to non-priority creditors

  • Other options and strategies for dealing with debt

The next courses will take place on the following dates:

Course 1: 18th & 25th May 2022

Course 2: 22nd & 29th June 2022

Course 3: 14th & 21st September 2022

Course 4: 12th & 19th October 2022

To register please click here

If you are interested in taking part in this course, please email Mariam at