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