If you prefer face-to-face training, we offer a wealth of bespoke free of charge training days where you can earn CPD points, accredited by the Institute of Money Advisers, depending on the course.
FREE COURSES DELIVERED BY PAYPLAN
Choose the training course, date and location that’s best you, and we’ll do the rest.
BACK TO BASICS & IVA TRAINING
This course goes through all the debt options available and you can earn 4.5 CPD points accredited by the Institute of Money Advisers for attending.
Ideal for new case workers to experienced advisers, Back to Basics & IVA training explores helping clients with complex multi debt issues, and uses using case study exercises to practice giving debt advice. We’ll also cover the innovations in technology which are changing the face of debt advice.
- Myth busting
- Improving objection handling
- Best presentation of solutions and why
Training is carried out by Money Advice Consultant Jane Clack and our Insolvency Practitioners.
IVA TECHNICAL TRAINING
IVA technical training aims enhance your IVA knowledge about the finer details of the process, and you can earn 2 CPD points accredited by the Institute of Money Advisers for attending.
Training normally takes 2 hours and is presented by PayPlan’s Partnership Managers with support from our Insolvency Practitioners.
- How assets are dealt with
- How homes are looked at
- How PPI is dealt with
- High equity cases
- IVA problems and solutions
- And much more
The course can be delivered to your advisers or to a group of organisations at a location of your choice.
VULNERABILITY – SPOTTING THE SIGNS
Taking the models given to us by the Royal College of Psychiatrists you can benefit by booking a training day at your premises.
- Spotting the signs of vulnerable clients
- Providing techniques on how to ask the right questions
The aim of this is so that the client feels comfortable to disclose personal information to you.