Money Talking

Advisor Training

Quids in!, the money skills initiative, and Clean Slate Training & Employment CIC have spent over a decade developing information, training and support to help social tenants, benefit claimants and low income earners stretch and grow a limited budget.

Guides and web resources accompany peer-to-peer activity and structured workshops help individuals to spend less, save more, borrow less and earn more. A financial resilience Toolkit has been devised with a series of questions that assess participants’ financial resilience and generates guidance about improving it further.

Clean Slate now offers training to non-financial advisors in health, housing, employment and other support roles, to increase their confidence and access practical support to talk money with their service users, tenants and customers.

Photograph: Frankie Stone Photography

We explore why financial resilience matters. We look in detail at an interactive, online Toolkit for advisors and explore ways to help people ‘future-proof their finances’, especially those who are vulnerable and those who have moved (or will move) onto Universal Credit.

Participants develop their understanding of issues around financial inclusion and capability. They also explore how these affect outcomes within their own service and identify ways to confidently promote financial resilience.

  • Participants will understand the principles of promoting financial resilience and leave feeling confident to talk money with clients within professional boundaries, able to offer guidance (promoting self-help) but knowing when to signpost financial advice, if required (a regulated activity)
  • Having identified team and personal goals that could be achieved through clients’ improved financial resilience, individuals feel more motivated and action-oriented
  • Attendees will continue learning through using the Toolkit within their job role, observing the impact on individual clients. In turn, the Toolkit can be used to measure end users’ progression towards improved financial resilience.

For programme content, evaluation and rates, download our Advisor Training info sheet.