CONC 8 - Debt Advice

CONC 8 Debt Advice 2023

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].

Interested in this course? Email us at [email protected]

Course curriculum

1. Welcome!
2. How to complete this training
1. Debt Advice and the Overarching Principles
2. Overarching Principles: Complaints
3. Overarching Principles: Vulnerable Customers
4. Overarching Principles: Dealing with Lenders & Signposting
1. Pre-Contract Information
2. Advice Requirements
3. Pre-contract information - exemptions
4. Quick Quiz - Firm obligations
1. Debt Solution Contracts - terms
2. Debt Solution Contracts - Prohibited Terms
1. Financial Statements
2. Debt Repayment Offers
3. Other requirements
1. Changes to Contractual Payments
1. Charging for Services - Overview
2. Charging for Services - Dos and Don'ts
1. Debt Management Plans - Our Obligations
1. Lead Generators
1. Conduct of business - providing credit information services
1. Final Exam
2. Final Exam
3. Congratulations, you have completed your training

About this course

£20.00
24 lessons
0 hours of video content

CONC 8 Debt Advice 2023

Course curriculum

Welcome to the course!

Chapter 1: Conduct standards: Debt advice

Chapter 2: Pre contract information and advice requirements

Chapter 3: Debt Solution Contracts

Chapter 4: Financial Statements and debt repayment offers

Chapter 5: Changes to contractual payments

Chapter 6: Charging for debt counselling, debt advice and related services

Chapter 7: Debt management plans

Chapter 8: Lead generators

Chapter 9: Conduct of business - providing credit information services

Next steps

About this course