Money and debt advice call handling

This one day course looks at the techniques needed to deal with a wide range of emotions displayed by individuals in financial difficulty. It covers the regulations you should apply as an advisor.

This training will give you the knowledge and skills to

  • explain strategies to deal with angry, abusive and suicidal calls
  • demonstrate the strategies used for building rapport and empathy
  • identify effective questioning techniques
  • describe the role of negotiation in money and debt advice
  • identify techniques for dealing with customer complaints
  • List the data protection guidelines when delivering money and debt advice, and
  • describe how to apply the Proceeds of Crime Act when delivering money and debt advice.

You will receive

  • comprehensive course material
  • a highly interactive training session, and
  • training from qualified trainers with a debt counselling background.
Book a place on this course

Accreditation

This course content is aligned to the Institute of Credit Management's (ICM) accredited unit award in Money and debt advice call handling.

Credits gained from this award can be accumulated towards the Diploma in Money and Debt Advice.  To get the unit award you will need to complete an assignment through the ICM. Read more about the ICM Unit Awards in money and debt advice.

This course also aligns to the National Occupational Standard (NOS) LA41 first line money and debt legal advice. View a detailed description of the standard.

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