Course curriculum

  • 01
    Welcome to the course!
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    • Welcome!
    • How to complete this training
  • 02
    Chapter 1: Conduct standards: Debt advice
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    • Debt advice and Regulation
    • Overarching principles - PRIN
    • Overarching Principles - PRIN and Debt Advice
    • Overarching Principles: Complaints
    • Overarching Principles: Signposting
    • Overarching Principles: Dealing with Lenders
    • Overarching Principles: Vulnerable Customers
  • 03
    Chapter 2: Pre contract information and advice requirements
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    • Pre contract information
    • Pre contract information - in detail
    • Advice requirements
    • Advice requirements - the detail
    • Pre contract information - exemptions
    • Quick Quiz - Firm obligations
  • 04
    Chapter 3: Debt Solution Contracts
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    • Debt Solution Contracts - terms
    • Debt Solution Contracts - prohibited terms
  • 05
    Chapter 4: Financial Statements and debt repayment offers
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    • Financial Statements
    • Debt repayment offers
    • Other requirements
  • 06
    Chapter 5: Changes to contractual payments
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    • Changes to contractual payments
  • 07
    Chapter 6: Charging for debt counselling, debt advice and related services
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    • Charging for services - overview
    • Charging for Services - Dos and Don'ts
  • 08
    Chapter 7: Debt management plans
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    • Debt management plans - overview
    • Debt management plans - our obligations
  • 09
    Chapter 8: Lead generators
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    • Lead generators
  • 10
    Chapter 9: Conduct of business - providing credit information services
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    • Conduct of business - providing credit information services
  • 11
    Next steps
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    • Final Exam
    • Final Exam
    • Congratulations, you have completed your training