Budget Buddies Training

The course equips attendees on money, debt, budgeting and associated issues to help others and/or themselves with these matters. Attendees will not be trained as debt advisors who give specific advice but rather on how to support people with money matters (by providing information and guidance) and how to refer people to specialist debt advisors and other relevant support services.  It is suitable for everyone, whether front-line workers, volunteer staff, service users or interested parties.

This day course covers

Identify the common causes and effects of debt.

Describe where to find and how to collect the information needed to prepare a budget and identify expenditure that should be given priority.

Explain to others the benefits of preparing a budget and describe circumstances that would require the budget to be redrawn.

Accurately prepare a budget form from the information collected. Explain the need for the budget to reflect the life of the family concerned.

Look for ways that a person could increase their income (including an awareness of welfare benefits and Tax Credits that might be appropriate) or decrease their expenditure.

Understand the broad debt advice process, Identify situations that need urgent referral and the specialist agencies that could provide help. List the information that the supporting agencies are likely to require.

Recognising the difference between advice and information for the protection of the organisation and individual.


Thursday 19 January 2020, 9.15am registration, etc, for a 9.30am start, and finishing by 4.30pm.

Doe Lea Resource Centre, Mansfield Road, Doe Lea, Chesterfield, S44 5PD

Tea, coffee, etc. and a buffet lunch will be provided (all free).

To book, please email [email protected].  If there are dietary or access requirements, please let us know.

If you require further details at this stage, please contact me Paul Stears using the email address above.

19.03.20 Budget Buddies Training Day Poster

Website: www.releaseonline.org.uk
[email protected]