Free Training

For Advisers

TRAINING

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.

Download our training leaflet or to arrange a training course, feel free to drop us an email at ProTraining@payplanpro.com

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.

Course covers:

  • 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.

Course covers:

  • 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.

Course covers:

  • 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.

Together

We can make a difference

or call 01476 518 178