Advisor Training
Clean Slate, the NEW home of Quids in! the money skills initiative, offers training to non-financial advisors in health, housing, and employment and other support roles, to increase their confidence and access practical support to talk money with their service users, tenants and customers.
Action-centred learning for advisors in health, housing, employment and other generic support
We will explore why financial resilience matters. We will look in detail at at an online Toolkit for advisors and end users to explore ways to help people 'future- proof their finances’, especially those who are vulnerable and those who have moved or will move onto Universal Credit. Participants will develop their understanding of issues around financial inclusion and capability, explore how these affect outcomes within their own service and identify ways to confidently promote financial resilience
Participants will understand the principles of promoting financial resilience and leave feeling confident to talk money with clients within professional boundaries, able to offer guidance (promoting self-help) but knowing when to signpost financial advice, if required (a regulated activity).
Having identified team and personal goals that could be achieved through clients’ improved financial resilience, individuals feel more motivated and action-oriented.
Attendees will continue learning through using the Toolkit within their job role, observing the impact on individual clients.
Programme Content
The workshop explores the context that support staff are we’re working in, the financial challenges facing low income households and how these have an impact on the participants’ work. We introduce our financial resilience Toolkit and walk through the rationale behind the questions it asks of users and the guidance it offers. An element of action-learning is included so attendees can prepare for putting the Toolkit to use in their day-to-day job role.
For more on the advisor training, benchmarking and programme content download our info sheet here.
Booking A ‘Money Talking’ Session
Organisations recognising the role they can play in tackling financial hardship and wanting their staff teams to gain the confidence to start talking money with customers, tenants and service users can book an in-house workshop.
One session for 8-12 team members: £1,188 (with discounts for multiple bookings).
Contact Lisa Woodman, Partnerships Manager, on: [email protected] or call on 0754862730
Action-centred learning for advisors in health, housing, employment and other generic support
We will explore why financial resilience matters. We will look in detail at at an online Toolkit for advisors and end users to explore ways to help people 'future- proof their finances’, especially those who are vulnerable and those who have moved or will move onto Universal Credit. Participants will develop their understanding of issues around financial inclusion and capability, explore how these affect outcomes within their own service and identify ways to confidently promote financial resilience
Participants will understand the principles of promoting financial resilience and leave feeling confident to talk money with clients within professional boundaries, able to offer guidance (promoting self-help) but knowing when to signpost financial advice, if required (a regulated activity).
Having identified team and personal goals that could be achieved through clients’ improved financial resilience, individuals feel more motivated and action-oriented.
Attendees will continue learning through using the Toolkit within their job role, observing the impact on individual clients.
Programme Content
The workshop explores the context that support staff are we’re working in, the financial challenges facing low income households and how these have an impact on the participants’ work. We introduce our financial resilience Toolkit and walk through the rationale behind the questions it asks of users and the guidance it offers. An element of action-learning is included so attendees can prepare for putting the Toolkit to use in their day-to-day job role.
For more on the advisor training, benchmarking and programme content download our info sheet here.
Booking A ‘Money Talking’ Session
Organisations recognising the role they can play in tackling financial hardship and wanting their staff teams to gain the confidence to start talking money with customers, tenants and service users can book an in-house workshop.
One session for 8-12 team members: £1,188 (with discounts for multiple bookings).
Contact Lisa Woodman, Partnerships Manager, on: [email protected] or call on 0754862730
