Financial Difficulties (2022)
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 [email protected].
Welcome!
How to complete this training
Defining Financial Difficulties
Identifying Financial Difficulties
Quick Quiz - Financial Difficulties - The Basics
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
Introduction to FCA Rules
FCA Rules: Identification and Monitoring
Forbearance
Arrears, default and recovery rules
FCA Rules - Summary
Quick Quiz - FCA Rules
Support Options
Support Options - Overdraft Repeat Use
Support Options - Arrears
Support Options - Credit cards and Retail credit
Download - Support signposting
Support options - Summary
Final Exam
Final Exam
Congratulations, you have completed your training