Free training for Advisers!

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“The material covered was excellent.”

Debt Relief Orders Approved Intermediary Workshop, 22/05/2013,

Birmingham 

“I thought it was great, I was lucky to have a good tutor and a

diverse group on the course. It was fun working with a variety

of people during mini tasks. A great way to learn.”

Negotiation Skills, 13/06/2012, Birmingham

“Very clearly presented, helping me to make sense of

a difficult subject.”

Rent Arrears, 13/03/2013, Birmingham

“Very good module with lots of information and

guidance, with very good interactive screens.”

Dealing with Utility Debt e-learning, 16/06/2012

“This made us even more aware that we need to

take more of a holistic approach to debt advice.”

Blended Approach to Money Advice e-learning, 01/02/2013

I was able to put the learning straight into use to

help clients.”

Free training for Advisers!

If you are funded by the Money Advice Service as part of the Face-to-Face Debt Advice Project, you are eligible for a programme of free training. Please read on for more details.

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Dear Adviser

We are delighted to provide you with details of the free training available to you as part of the Face-to-Face Debt Advice Project. This training is funded by the Money Advice Service for anyone (paid or volunteer) providing debt advice as part of the Project.

As has been the case since the project’s early days as FIF, the full Wiseradviser programme

(provided by the Money Advice Trust) will be available to you. This includes all classroom and e-learning courses.

Please make sure you go to page 8 for details of our On Demand courses. This is where we can bring Wiseradviser training courses to your preferred location.

This year, in addition to Wiseradviser training, we are pleased to be able to also offer free places on a range of IMA courses.

Details of the courses available, as well as how to book, can be found on the following pages and on:

 

PLEASE NOTE: Wiseradviser courses must be booked via the Wiseradviser website and IMA courses must be booked by completing the attached booking form and sending it to

Training@i-m-a.org.uk

Have we missed anything?

These two programmes have been put together following feedback from advisers, their managers and subject matter experts. If there is a topic that you require training on that is not available within the lists on the following pages, please let us know by completing our short survey (there are only 4 questions so it should take less than 5 minutes).

Wiseradviser will then use this information to identify any common training needs and will develop training/materials to meet these needs.

Help with travel costs

We are aware that agencies are working within tight budgets and that even though this training is free, agencies still need to find budget to cover travel costs.

To help address this challenge, Wiseradviser is increasing the number of e-learning courses it provides, year on year. Plus, we are also offering On Demand courses to bring the training to advisers’ doors (please see page 8).

Thanks to funding from the Money Advice Service we will also be able to offer a travel bursary to Face-to-Face Debt advisers attending the Wiseradviser and IMA courses on the following pages. To apply you will need to meet certain conditions. Please see page 13 for more details.

Should you have any queries regarding this training, the survey or the bursary, please contact: The Wiseradviser Team

Tel: 020 7489 7790 Email: contactus@moneyadvicetrust.org www.wiseradviser.org www.i-m-a.org.uk

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Wiseradviser courses available FREE for

advisers within the

Face-to-Face Debt Advice

Project

For dates and locations please log onto www.wiseradviser.org

INTRODUCTION TO MONEY ADVICE

Training type: E-LEARNING Level GENERALIST

Summary This course introduces new money advisers to the foundations of money advice. It

includes how to categorise debts, complete comprehensive budgets, maximise a client’s income, basic signposting and the key actions and implications involved in the money advice process. This is an interactive course divided into 5 manageable online modules and 4 assessments.

GOOD PRACTICE WHEN DEALING WITH DEBT

Training type FACE-TO-FACE Level GENERALIST

Summary This course is designed to help advisers provide a high quality, effective and measurable

debt advice. It provides an opportunity to explore key factors in good practice in dealing with debt cases including: case management, referrals and quality frameworks, support and supervision.

HOW TO DELIVER MONEY ADVICE BY EMAIL

Training type: E-LEARNING Level GENERALIST

Summary This training is aimed at advisers who are looking to develop skills in the delivery of advice

via telephone and email. It consists of two parts. It includes advantages and disadvantages;

constructing responses; how to competently deal with difficult emails; and considers how working with potentially limited information can still generate a positive impact with clients. This is a prcourse e-learning module for the How to Deliver Money Advice by telephone and email face to face course.

HOW TO DELIVER MONEY ADVICE BY TELEPHONE

Training type FACE-TO-FACE Level GENERALIST

Summary This course follows the How to Deliver Money Advice By Email pre-course work e-learning

module. It is a practical session looking at increasing skills in telephone techniques. Key topics looked at are the differences between telephone and face-to-face delivery methods; communication skills; call control and development; dealing with difficult calls; call structure and adviser support.

BLENDED APPROACH TO MONEY ADVICE

Training type: E-LEARNING Level GENERALIST

Summary This e-learning is aimed at experienced advisers looking to increase their skills in order to

be able to develop a blended approach to delivering money advice. The explains why there is a need for blended delivery, defines what blended delivery is, explains what channel interventions are, lists the different delivery methods for providing advice and explains three key pieces of work completed by the sector.

DEBTS IN THE COUNTY COURT

Training type E-LEARNING Level CASEWORKER

Summary This course provides a detailed insight into County Court and High Court procedures.

There are 21 modules we recommend to be completed over 3 or more weeks. We suggest advisers put this e-learning into practice before attending our optional Debts in the County Court Practitioners Workshop.

DEBTS IN THE COUNTY COURT PRACTITIONERS WORKSHOP

Training type FACE-TO-FACE Level CASEWORKER

Summary This course is designed for advisers who have completed the Debts in the County Court

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knowledge sufficient to enable trainees to deal with everyday cases in their agency, the majority of which are straightforward undefended cases. Please note: Before attending this course, you must complete the Debts in the County Court e-learning course.

CONSUMER CREDIT ACT (CCA)

Training type DISTANCE LEARNING Level CASEWORKER

Summary This course provides a comprehensive and up-to-date guide to the Consumer Credit Act.

There are 12 modules we recommend to be completed in 3 or more weeks. There is a test at the end to cement the knowledge gained on the course.

We recommend advisers put this e-learning into practice before attending our optional Consumer Credit Act Practitioners Workshop.

CONSUMER CREDIT ACT (CCA) PRACTITIONERS WORKSHOP

Training type FACE-TO-FACE Level CASEWORKER

Summary This course is designed for advisers who have completed the Consumer Credit Act

distance learning course and had the opportunity to put the training into practice. It aims to enable participants to identify the rights and obligations of both the lender and the borrower under the Consumer Credit Act legislation in relation to money advice, and to assist the client to select strategies to deal with Hire Purchase debt.

Please note: Before attending this course, you must complete the Consumer Credit Act distance learning course.

INTRODUCTION TO THE EUROPEAN CONSUMER CREDIT ACT DIRECTIVE (EU CCD)

Training type DISTANCE LEARNING Level CASEWORKER

Summary: The European Union Consumer Credit Directive (EU CCD) e-learning course is an

introduction to the EU CCD. It consists of six parts: Introduction to the Directive, New provisions on exempt agreements, New pre-contract requirements, The formalities of agreements, The new right of withdrawal and Other matters. At the end of each part of this training, you will be asked some

questions. To complete this learning you will need to answer at least 21 of these correctly. You can also find here the EU CCD Practitioner's Handbook.

INSOLVENCY

Training type E-LEARNING Level CASEWORKER

Summary: The Insolvency e-learning course aims to give advisers knowledge on the following

insolvency options: Administration Orders, Individual Voluntary Arrangements (IVAs), Bankruptcy and Debt Relief Orders (DRO’s). This course consists of learning modules and assessments which you must pass for the training to show as Completed. The course is not designed to be done in one go and we recommend that you complete these modules over a minimum period of three weeks. You may wish to attend the Insolvency Options Workshop after completing this course which is a practical day designed to build on knowledge gained from the e-learning.

Advisers who wish to become Approved Intermediaries for DRO’s:

There are short assessments after each module which you must pass to complete this

Insolvency Learning Pathway. Once this is completed you can book a place on our Debt Relief Orders Practitioners Workshop. To find out more about the application process to be an Approved Intermediary you should contact your Competent Authority

INSOLVENCY OPTIONS PRACTITIONERS WORKSHOP

Training type FACE-TO-FACE Level CASEWORKER

Summary This course is designed for advisers who have completed the Insolvency e-leaning course

and had the opportunity to put the training into practice. It aims to enable advisers to (1) assist clients in making use of the legal remedies currently available for dealing with their insolvency and (2) recognise statutory demands and creditors petitions and be aware of the client’s options for dealing with them.

Please note: Before attending this course, you must complete the Insolvency e-learning course.

DEBT RELIEF ORDERS (DROs) PRACTITIONERS WORKSHOP

Training type FACE-TO-FACE Level CASEWORKER

Summary In this half day workshop you will review a case study and explore the role of the

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(DRO) training, open to advisers who are going to be approved DRO intermediaries. The workshop will give you the opportunity to review a case study and explore the role of the intermediary in more detail. Attendees at these face-to-face events will receive a certificate of attendance to enable their competent authority to evidence that they have completed training to act as an approved

intermediary. To find out more about the application process to be an Approved Intermediary you should contact your Competent Authority. In order for your place to be confirmed on this workshop you must have completed all the assessments within the Insolvency e-learning pathway. To attend you must also meet the pre-entry requirement of 12 months (or full time equivalent) money advice case work experience and evidence of achieving competence at caseworker level.

DEALING WITH UTILITY DEBT

Training type E-LEARNING Level CASEWORKER

Summary This course gives you an overview of what happens when someone has utility arrears and

the options available for dealing with them. The e-learning covers three key topics; water, electricity and gas.

DEALING WITH MORTGAGE ARREARS

Training type FACE-TO-FACE Level CASEWORKER

Summary This course will enable you to identify the main options for dealing with mortgage arrears

prior to possession action being taken by lenders. You will be guided through County Court possession procedures and through all the relevant court forms to familiarise yourselves with the information necessary to gain the appropriate court order. Unusually at this level, we also look at the most important legislation and case law relevant to possession. NB: This course does NOT deal with mortgage shortfall debts.

RENT ARREARS

Training type E-LEARNING Level CASEWORKER

Summary This is the online pre-course learning for the Rent Arrears face-to-face course which aims

to help you identify a client's housing status, determine the rights of a client in rent arrears, identify the different grounds for possession by landlords and recognise some of the court notices in a typical rent arrears case.

RENT ARREARS

Training type FACE-TO-FACE Level CASEWORKER

Summary This course aims to enable advisers to assist clients with cases of rent arrears, and to

assist the client to select strategies for dealing with rent arrears prior to possession proceedings.

STRATEGIES

Training type FACE-TO-FACE Level CASEWORKER

Summary There are many codes of practice, guidelines, and tried and tested strategies which

enhance casework. This two day course will support you in working with clients to develop and implement a strategy and framework for the management of their case in a way which is consistent with the OFT’s Guidance to Debt Management Companies.

COUNCIL TAX

Training type FACE-TO-FACE Level CASEWORKER

Summary This is a comprehensive, intensive course, explaining the basis upon which Council Tax

bills are calculated and how to check a client’s liability. You’ll see how the ‘liability’ ladder and the various discount and reduction schemes all fit together to enable the client to reduce their bill as much as possible. We then move onto the billing, liability order and enforcement procedures and spend a short time looking at the rights and duties of bailiffs when collecting Council Tax debt. We also touch on the rules relating to committal.

MAGISTRATES COURT ACTION

Training type FACE-TO-FACE Level CASEWORKER

Summary This course provides trainees with the skills and knowledge to support clients when faced

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MENTAL HEALTH

Training type FACE-TO-FACE Level CASEWORKER

Summary This course will give money advisers knowledge of the Mental Health Guidelines and how

to apply them to undefended cases. It will include the opportunity to explore appropriate strategies to assist clients with mental health problems to regain control of and manage their debts.

NEGOTIATION SKILLS

Training type FACE-TO-FACE Level CASEWORKER

Summary Negotiation is a key skill required of money advisers. This course provides you with

negotiation tactics that will help you and your clients negotiate with creditors and other key parties successfully. It is highly participative with exercises and discussions to put theory into practice.

COUNTY COURT REPRESENTATION FOR MORTGAGE ARREARS

Training type FACE-TO-FACE Level CASEWORKER

Summary The aim of this course is to enable advisers to feel confident to represent clients in

undefended mortgage possession proceedings in the County Courts. Please note: Trainees are required to have attended the wiseradviser Dealing with Mortgage Arrears course before attending this course.

HOMEOWNERS MORTGAGE SUPPORT (HMS)

Training type DISTANCE LEARNING Level CASEWORKER

Summary This course provides advisers with a comprehensive guide to Homeowners Mortgage

Support (HMS) and enables them to take a homeowner through the whole HMS process. The course consists of 5 modules followed by an assessment.

CASHflow

Training type DISTANCE LEARNING Level CASEWORKER

Summary These resources are designed to help you to understand how to use CASHflow to support

your clients. You can use them on their own or in combination with MAT’s dedicated training website for CASHflow.

INTRODUCTION TO HIRE PURCHASE, BILLS OF SALE AND CAR FINANCE

Training type E-LEARNING Level CASEWORKER

Summary In this course you're going to learn the basics about Hire Purchase, Bills of Sale and Car

Finance Agreements so that you can give your clients the advice they need. We'll also direct you to more detailed guidance on some areas which you can use in the future to help you add to your knowledge.

PAYDAY LOANS

Training type E-LEARNING Level CASEWORKER

Summary This e-learning is aimed at experienced advisers looking to increase their knowledge in

order to be able to explain good-practice strategies when dealing with payday loans. Key topics covered are the background of payday loans, current social issues, understanding how they are regulated, common problems encountered and knowing how best to advise a client.

CHALLENGING MONEY CLAIMS

Training type FACE-TO-FACE Level SPECIALIST LEVEL

Summary This course will enable you to establish whether the client has an arguable defence to a

claim, with particular emphasis on catalogue debts. Also clarified are the limits to an adviser’s involvement and making appropriate referrals.

INTRODUCTION TO BUSINESS DEBTS

Training type FACE-TO-FACE Level SPECIALIST LEVEL

Summary This two day course will enable you to advise and assist individuals with business debts

when they have ceased trading and to make appropriate referrals where they continue to trade. Its main focus is on sole traders without employees, although some of the law and principles equally apply to other types of business.

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TIME ORDERS

Training type FACE-TO-FACE Level SPECIALIST LEVEL

Summary This course enables advisers to identify when a Time Order is appropriate. It looks in detail

at the powers of the court to grant Time Orders, and the arguments to support the making of such Orders. Time Orders can be an effective method of gaining extra time to pay an agreement regulated by the Consumer Credit Act. They can also be used to freeze interest and charges where perhaps a creditor has refused.

LIMITATION OF ACTIONS

Training type FACE-TO-FACE Level SPECIALIST LEVEL

Summary In addition to considering the provisions of the Limitation Act itself, the content will focus

on the two main topics relating to money advice and the Act; credit debts and mortgage shortfall debts. The course aims to describe the relevance of limitation periods in money advice casework. It will inform you about how to pursue limitation issues with creditors and how to use statute and case law in support of limitation arguments.

LAY ADVOCACY

Training type FACE-TO-FACE Level SPECIALIST LEVEL

Summary This course will identify the key skills used in effective advocacy, and provide you with an

opportunity to practice and improve those skills. Additionally, this course will look closely at the expectations of our clients and of ourselves in the role of advocates to ensure we are not setting ourselves up to fail. The course will concentrate on formal advocacy and is designed to enhance the skills of advisers representing debt clients in legal proceedings.

ENHANCING YOUR LEARNING AND DEVELOPMENT

Training type E-LEARNING Level ALL LEVELS

Summary This module will help you to enhance learning and development. It will help you to gain an

understanding of the different Honey and Mumford learning styles and the VARK learning preferences; learning strategies; and potential resources.

INTRODUCTION TO THE NEW WELFARE REFORM

Training type E-LEARNING Level ALL LEVELS

Summary This e-learning is suitable for advisers working at Generalist level and upwards; however

you will ideally have a basic understanding of the existing benefits system. The course provides a detailed overview of the key reforms and although it doesn’t provide calculations, it does provide sources of further information and training. This e-learning is designed as to be used as either a stand-alone piece of learning; as the first-stage in the Welfare Reforms training process; or as a recap/refresher if previous training has been received.

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Booking Wiseradviser courses

To book on a face-to-face or online course, log on to your Wiseradviser account and follow the steps below. If you do not already have an account, go to www.wiseradviser.org to

register.

Face to face courses

A PDF with a list of scheduled course dates is available from the home page on the Wiseradviser website.

1. Select Learning from the image on the home page 2. Click on Face-to-face to go to the Training Calendar 3. Click on the course title to view the details

4. To book your place click on Request 5. Fill in the request form and Submit

Online courses

1. Select Learning from the image on the home page 2. Click on Online learning

3. Click on the title of the e-learning to view the details

4. Scroll to the bottom of the details window and click on Request

5. The course is added to your Learning Record and you will be able to Open or Launch it here.

On-demand courses

We offer a limited number of free Wiseradviser courses to organisations or groups who meet the following criteria:

 Your organisation or group must meet the minimum number of trainees required for the course.

 Everyone attending must be from one of our partner organisations; Citizens Advice, AdviceUK, IMA or CCCS and be registered on www.wiseradviser.org.

The course can be held at your workplace or in a local venue. The course will be added to our website and we will make any spare places available to other advisers to book online.

Booking on on-demand courses

Application forms and further information are available on the Wiseradviser website under the On

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IMA courses available FREE for advisers

within the Face-to-Face

Debt Advice Project

For dates and locations please log onto www.i-m-a.org.uk

SUPERVISING MONEY ADVICE

Training type FACE-TO-FACE Level: Caseworker, Specialist

Summary: For those responsible for casework quality systems, supervisors, managers or those

aspiring to these roles. Best practice guides and tools for effective supervision and management of money advisers. Technical factors to be assessed when conducting file reviews specifically for money advisers. Effective interpersonal soft skills.

BENEFITS & TAX CREDITS- AN ESSENTIAL GUIDE

Training type FACE-TO-FACE Level: Caseworker, Specialist

Summary: An essential guide for busy money advisers to help maximise income from benefits and

tax credits. Highly interactive with plenty of opportunity to test your knowledge, plus a user-friendly handbook. Assessment of which benefits and tax credits may be available to clients. Basic qualifying conditions and how to claim. The structure of the system- which benefits can be claimed together and how claiming one benefit can sometimes open the door to another. Means tested and non-means tested benefits, contribution-based and non-contribution-based benefits. What will change and what will remain the same with the introduction of Personal Independence Payment and Universal Credit.

THE COURT SYSTEM & SOURCES OF LAW

Training type FACE-TO-FACE Level: Caseworker, Specialist

Summary: An overview of the judiciary: the courts and the officers. Where will your client’s case be

heard? Sources of Law: statutes, regulations, case law. Key common law principles. Guidance. The operation of precedent. Status of decisions in courts and tribunals. Preparing cases and the

importance of attending court and tribunal hearings. Essential preparation for you and your client. Court etiquette: dos and don’ts. McKenzie Friends. What does lay representation mean and what are the limitations? Judgments. Judicial Review.

DRO LAW AND THEORY

Training type FACE-TO-FACE Level: Specialist

Summary: Technical guidance and legal developments in relation to DROs. Aimed at advisers who

have either completed the IMA’s “DRO Practice and Procedures” or who have significant experience of DRO applications. Understanding legislation – where and what to look for and how to use it. Guidance – beyond using “Intermediary Guidance Manual”. Court of Appeal cases – what do they mean in practical terms? Benefit overpayments, Social Fund, rent arrears (including both A2 Dominions and Docherty Court of Appeal cases) and debts incurred through fraud. Challenging a decision – preparing for County Court. impact of welfare reform: “bedroom tax”, localisation of council tax rebate and Universal Credit.

BAILIFFS’ LAW SPECIALIST: RIGHTS OF ENTRY, LEVYING & OFFENCES

Training type FACE-TO-FACE Level: Specialist

Summary: Rights of entry, including force and licences to enter, routes of entry, and remedies and

consequences. Levying issues covers an analysis of seizure and impounding, goods and inventories, and problems and remedies. Finally, offences includes pound breach and rescue, assaults on bailiffs and breaches of the peace.

BAILIFFS’ LAW SPECIALIST: FEES, INSOLVENCY & HUMAN RIGHTS

Training type FACE-TO-FACE Level: Specialist

Summary: Fees, covering principles, remedies, and problem areas (council tax, road traffic penalties,

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DROs. The Human Rights Act and the ECHR’s impact on bailiffs’ law, including codes of practice, National Standard, and the OFT.

ORDERS FOR SALE & CHARGING ORDERS UNZIPPED

Training type FACE-TO-FACE Level: Specialist

Summary: This course provides delegates with a complete understanding of Charging Orders and

Orders for Sale starting from definitions, unravelling the relevant Law (Charging Orders Act 1979) and understanding the procedures, including the court’s discretion. The course will address the relevance of the personal circumstances of the debtor, consideration of the debt and home value and undue prejudice to other creditors. The course will cover: the hearings, costs, relevant Case Law, types of Charging Order including special types of orders, matrimonial home rights, conveyancing

considerations with an Order for Sale and the court’s discretion.

DEATH, DIVORCE & DEBT

Training type FACE-TO-FACE Level: Specialist

Summary: How assets and liabilities are dealt with following a death or divorce and advising clients

when there are joint assets and/or liabilities. Liability for debts in joint names with a deceased person. Circumstances that could lead to the client becoming liable for a debt in the deceased’s sole

name. The effect of an ancillary relief order on liability for a joint debt with an ex-spouse. The effect of bankruptcy on an ancillary relief order. The course will not enable advisers to advise on probate or matrimonial law, but will highlight matters needing consideration when giving money advice to clients affected by those issues and when referrals to specialists may be necessary.

COUNTY COURT PROCEDURES

Training type FACE-TO-FACE Level: Specialist

Summary: This course provides an overview of civil procedure, focussing on the practical as well as

the technical aspects. The tutor explains the County Court framework, which rules apply, how they are implemented and how this works on a practical level.

HOUSING LAW IN DEPTH

Training type FACE-TO-FACE Level: Specialist

Summary: This course will provide a deeper insight into housing law for money advisers with some

existing knowledge of housing law. It will cover the types of tenancy, the tenancy deposit scheme, former tenancy arrears and rehousing, security of tenure, grounds for possession and defences. The course will enable delegates to identify counterclaims and set-offs to rent arrears and to understand the implications of unlawful eviction, harassment and disrepair. The course will also allow delegates to explore issues in greater detail, for example legal estates in land in the context of tenancy law, Human Rights and Public Law defences.

PREPARING FOR THE ENFORCEMENT ACT

Training type FACE-TO-FACE Level: Specialist

In April 2014 the government plans to introduce the Tribunals, Courts & Enforcement Act 2007. This completely reshapes bailiff law, with a new set of rules and a new fee scale applicable to all bailiffs. Whether you're dealing with county court bailiffs, council tax, fines or parking, you will need to know what's happening. This course provides an overview of the new rules and alerts advisers to the likely problems and possibilities of the new regime. Covers background to the legislation, training and certification, the new levy process, fees and the next stages.

UNFAIR RELATIONSHIPS UNDER THE CONSUMER CREDIT ACT 1974

Training type FACE-TO-FACE Level: Advanced

Summary: This course will provide a detailed analysis of the new provisions, including:

consideration of the scope of the test of unfairness, analysis of the provisions’ potential to help consumers to right unfairness, analysis of how the courts have applied the provisions in practice, consideration of how the provisions may be used in the future, and practical advice on how to use the test in the context of consumer credit disputes.

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Booking IMA courses

To book a free place on one of the IMA courses, please return the booking form on the following page to the IMA. Contact the IMA on 0113 242 0048 or email Training@i-m-a.org.uk if you have any queries.

Please note: Please use this form on the following page, or a copy of it.

If you use the regular IMA booking form instead of this one, we will not know that your place should be available free of charge!

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IMA Training Courses June 2013 to Feb 2014

________________________________________________________________________________________________________________

IMA TRAINING BOOKING FORM (Face to Face Project)

Please return by: Email training@i-m-a.org.uk Fax 0113 242 0048

Post IMA, 4 Park Court, Park Cross Street, Leeds LS1 2QH

Course Details

Course Course Location Course Date

Delegate Details

First Name Surname Name of Organisation Address

Are you a member of the IMA?

If so, what is your membership number? Please confirm you are part of the Face to

Face Project (delete as appropriate) Yes/No

Email*

* We will use this email address for all correspondence about the course. Tel

Special Requirements

If you would like your certificate to display CPD points, please contact Karen Hall at the

IMA Office on 0113 242 0048, or email training@i-m-a.org.uk.

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Travel Bursary

Advisers can apply to this bursary if they are part of the Face-to-Face Debt Advice Project and are attending one or more of the courses listed within this document. This applies to both the

Wiseradviser and the IMA courses in this document; however all claims should be made via the Wiseradviser Team (even for IMA courses).

The funding for the bursary is limited therefore the claims will be reimbursed on first come, first served basis.

What you can claim Travel

 The first £30.00 for travel must be met by the employing agency, and the full remaining cost will be reimbursed.

 Travel tickets should be for standard class travel and purchased in advance where possible and in all cases where possible taking advantage of discounted fare options.

Accommodation

 The first £50.00 for essential overnight accommodation must be met by the employing agency and a maximum of £50 will be reimbursed.

 The accommodation cost will be reimbursed for the overnight stay the night before the training only and where the travel to the venue takes more than two hours.

How to apply for travel bursary

 To apply please contact the Wiseradviser team at the Money Advice Trust to request a Travel Bursary Application Form.

 Please return this form with details of the cost of your travel for our approval. We will respond to your application within 5 working days.

 We advise you to wait for approval before booking your travel as applications will be approved on a first come, first served basis.

 After the course has run, send your Travel Bursary Claim Form, along with receipts, and the costs will be reimbursed.

If you have any queries please contact:

The Wiseradviser Team Tel: 020 7489 7790

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How to book a place on a course:

To book Wiseradviser courses - please see page 8.

To book IMA courses: please see page 11.

Not found the course you need in this brochure?

If so please take part in our short survey. There are only 4 questions so it should take less than 5 minutes.

You should have received the following link within the covering email for this booklet. If you haven’t, please type the details below into your internet browser:

http://www.surveymonkey.com/s/f2fdap2013

If the survey has closed by the time you read this, please email your training need to; contactus@moneyadvicetrust.org putting “Training Need” in the subject header.

Thank you.

The Wiseradviser Team Tel: 020 7489 7790

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