Advancing the credit profession

Award: Money and Debt Advice Call Handling Practice


This unit aims to develop skills in negotiation and money and debt advice call handling.  

We recommend you take the Money and Debt Advice Call Handling Principles unit at the same time as by submitting both assignments together you only pay one assessment fee.

Syllabus Topics

  • First line money and debt legal advice
  • Develop and manage interviews with clients
  • Enable clients to take up referral procedures
  • Negotiate on behalf of clients
  • Exchange offers on behalf of clients
  • Establish an agreement for clients
  • Evaluate and develop own practice