non-domestic rates training

Course: Personal Budgeting Support Training

Improve customer outcomes during personal budgeting support.

Gain the right skills and knowledge to deliver effective personal budgeting support.

Training covers all the technical areas relating to PBS. The course also recognises that getting clients to talk openly about their financial difficulties is a major barrier to success. The course looks at some of the key communication skills required to establish an open and two-way dialogue to help you get to the root cause of the problem and deliver a successful outcome.

What will I learn?

By the end of this Personal Budgeting Support training course, you will be able to:

  • Understand the money advice process and its role under Universal Credit.
  • Use appropriate budgeting tools.
  • Complete a meaningful budgeting support plan.
  • Identify and categorise priority and non-priority debts.
  • Give basic advice on financial products, affordable credit, bank accounts, payments etc.
  • Understand the main pitfalls of delivering effective budgeting support.
  • Deliver PBS using best practice.
  • Understand financial capability and advise on financial resilience.
  • Advise clients on how to maximise income and reduce expenditure.
  • Understand the role of budgeting support in relation to Universal Credit and its wider context.
  • Use effective communication skills to identify the root cause of financial difficulty.
  • Influence the client to make positive choices.
  • Offer practical help and support including signposting.

Who should take this course

There are no formal requirements for this course, but a good understanding of Universal Credit and the welfare system would be an advantage. It’s ideal for anyone who wants to improve their personal budgeting support skills to improve outcomes within a local authority or housing association setting.

Personal budgeting support training prices

  • Classroom
  • £1195
    per 1-day course at your premises, up to 12 delegates (plus VAT)
  • E-learning
  • £95
    per annual licence (plus VAT)

Request Personal Budgeting Support Training

t: 0203 941 4100 | e: [email protected]

Course Content

  • Building rapport
  • Listening and questioning
  • Emotions and empathy
  • Influencing
  • The PBS money advice process
  • Role of PBS under UC
  • MAS budgeting tools
  • Budgeting support plans
  • Common pitfalls
  • Priority and non-priority debts
  • Alternative Payment Arrangements (UC)
  • Advanced Payments of UC
  • Payment frequencies and waiting periods
  • DWP requirements
  • Financial resilience
  • Overview of income and expenditure
  • Financial products, affordable credit, bank accounts, payments etc.
  • Practical help and support
‘The Personal Budgeting Support training was probably the best course I have attended. The trainer was knowledgeable, confident, approachable, warm and friendly. The training was presented in a way that everyone understood. He was a pleasure to spend the day with and would be welcomed back anytime. Handouts are well written and easy to follow.’

Training attendee

South Kesteven Council