Insolvency Training

Insolvency Training:

This course is aimed at those wishing to gain an understanding of the different options and criteria when considering insolvency as a potential solution to a client’s debt problem. It is expected that attendees will have completed either the CMA Generalist Training Parts 1 & 2 or the Wiseradviser equivalent training prior to booking onto this course.

The day covers the following:

  • Bankruptcy
  • Individual Voluntary Arrangements
  • Debt Relief Orders

Course fee: £65 per head for members of a CMA team, working within a CMA centre (£95 per head for all other individuals). This includes a hard copy training manual and any other supplementary materials the trainer may wish to use.

Centre Manager

Centre Manager Training:

This day is aimed at managers of new centres to help them understand the requirements of running a CMA centre. It is also ideal for managers of existing CMA centres who wish to enhance their knowledge, experience and understanding of the regulatory framework surrounding the running of a debt advice centre.

The day covers the following:

  • Self evaluation
  • Role of a Centre Manager
  • Policies and Procedures
  • Compliance Monitoring
  • Business Plans and Risk Assessments
  • FCA and Gabriel
  • Training records
  • Maintaining relationships with centre staff and clients
  • Client File Reviews

Course fee: £10 per head administration charge for members of a CMA team (£80 per head day course rate for other individuals). Statutory or non-charitable bodies —please contact us for details of our current rates.