Financial Difficulties

01
Welcome to the course!
Show Content
- Welcome!
- How to complete this training
02
Chapter 1: Defining 'financial difficulties'
Show Content
- Defining Financial Difficulties
- Financial Difficulties - Examples
- Quick Quiz - Financial Difficulties - The Basics
03
Chapter 2: Identifying customers in financial difficulties
Show Content
- Why it is beneficial to help
- How to identify customers in financial difficulties
- The importance of 'soft skills'
- Questioning Skills
- Active Listening
- Scenario
- Quick Quiz - Identifying Financial Difficulties
04
Chapter 3: FCA Rules and Requirements
Show Content
- Introduction to FCA Rules
- FCA Rules - Identification and Monitoring
- Forbearance
- Arrears, default and recovery rules
- FCA Rules - Summary
- Quick Quiz - FCA Rules
05
Chapter 4: Support Options
Show Content
- Support Options
- Overdraft repeat use - support options
- Credit cards and retail credit - support options
- Arrears difficulties - support options
- Download - Support signposting
- Support options - Summary
06
Next steps
Show Content
- Final Exam
- Final Exam
- Congratulations, you have completed your training

This course is designed for staff who come into contact with customers who may be at risk of experiencing financial difficulties. If you want to purchase the training for larger teams, please contact robert.bell@rbcompliance.co.uk.