This session aims to equip frontline staff with the knowledge and confidence to identify financial difficulties, initiate supportive conversations, and connect individuals to appropriate money and debt advice services.
Learner outcomes
By the end of this course participants will:
- Recognise common triggers and indicators of financial difficulty and unmanageable debt
- Apply the “Ask, Identify, Refer (AIR)” approach in frontline interactions
- Confidently initiate conversations about money and financial wellbeing in a sensitive and supportive way
- Distinguish between individuals who require income maximisation support and those needing specialist debt advice
- Provide access to basic tools and resources (e.g. budgeting support, benefit checks)
- Understand local referral pathways, including services such as CARF and national debt advice providers
- Demonstrate awareness of Level 1 role boundaries and the importance of timely referral
- Recognise the wider impact of financial difficulties on health and wellbeing, and respond appropriately
Who should attend?
This Level 1 training module is designed for a wide range of frontline staff and volunteers who have regular contact with the public
The training is particularly suitable for those who are not specialists in money / debt advice or financial inclusion, but are well placed to identify early need and support access to advice.
Click here to book your place.
