CONC 8 Debt Advice 2024
This course is designed for staff who work in the debt advice industry or in a firm whose activities include debt advice. If you want to purchase the training for larger teams, please contact [email protected] .
01
Welcome!
How to complete this training
02
Debt Advice and the Overarching Principles
Overarching Principles: Complaints
Overarching Principles: Vulnerable Customers
Overarching Principles: Dealing with Lenders and Signposting
03
Pre-Contract Information
Advice Requirements
Pre-contract information - exemptions
Quick Quiz - Firm obligations
04
Debt Solution Contracts - terms
Debt Solution Contracts - Prohibited Terms
05
Financial Statements
Debt Repayment Offers
Other requirements
06
Changes to Contractual Payments
07
Charging for Services - Overview
Charging for Services - Dos and Don'ts
08
Debt Management Plans - Our Obligations
Debt Management Plans & Obligations - Mini Quiz
10
Conduct of business - providing credit information services
11
Final Exam
Final Exam
Congratulations, you have completed your training