Course Title
Giving Effective Advice by Email
(G) (How to Deliver Money Advice by Email)
E
Course Length & Date Course Description
One Hour Course Register anytime
Email advice can be a method of choice for some clients. In this course we give tips on how to give full and clear advice. This course is aimed at advisers experienced in face to face advice, who are looking to develop skills in the delivery of advice via email. This aspect of the course (a pre-course e-learning module) covers delivering advice by email. It is followed by a face to face day which will concentrate on telephone advice.
This course is worth 1 CPD hour.
Debt Relief Order Approved Intermediary: The First Steps (S)
(Debt Relief Order Distance Learning)
E
Six Hour Course Register anytime
This skilled level course consists of 6 mandatory modules. It includes a DRO practice application form and an assessment. Each module is expected to take between 30 minutes to 1 hour. This distance learning course is a pre requisite for intermediaries before completing the Debt Relief Orders: Approved Intermediaries – face to face course.
This course is worth 6 CPD hours.
CASHfl ow: How to Use the Tool Effectively
(G) (CASHfl ow)
E
Hire Purchase, Bills of Sale and Car Finance (S)
E
One Hour Course Register anytime
This skilled level course will teach you 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.
This course is worth 1 CPD hour. Online Register anytime
These resources are designed to help you to understand how to use CASHfl ow to support your clients. You can use them on their own or in combination with MAT’s dedicated training website for CASHfl ow.
Online Online
Location Online
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