Download Salford Citizens Advice Bureaux

Salford Citizens Advice Bureaux
Financial Capability Training Resource Pack:
For any training session packs and handouts listed below please get in touch
with us: [email protected]
Session title
Includes
Duration
Download
Banking session for 1
end users:
Effective banking 1 choosing and
opening an account
Why have a bank
account?
Which account?
How to open an
account
2 hours
Session pack
Banking session for
end users:
Effective banking 1 choosing and
opening an account
Handouts for the
session
2 hours
Handouts
Banking session for 2
end users:
Effective banking 2 using an account
Types of bank cards
Checking cheques
Remembering and
using PINs
Reading bank
statements
2 hours
Session pack
Banking session for
end users:
Effective banking 2 using an account
Handouts for the
session
2 hours
Handouts
Banking session for 3
end users:
Effective banking 3 making the most of
an account
Weekly shopping
Paying bills
Paying for one-off
items
2 hours
Session pack
Banking session for
end users:
Effective banking 3 making the most of
Handouts for the
session
2 hours
Handouts
an account
Banking session for 4
frontline workers:
Helping your clients
get to grips with
banking
Different types of bank 2 hours
account
Remembering PINs
Banking questions
Session pack
Banking session for
frontline workers:
Helping your clients
get to grips with
banking
Handouts for the
session
2 hours
Handouts
Priority and non
priority debts
Review of types of
debt and increasing
income/reducing
expenditure
Dealing with debts
2 hours
Session pack
Handouts for the
session
2 hours
Handouts
Money going out
Good reasons to
budget
Filling in a budget
2 hours
Session pack
Budgeting session
for end users:
Managing your
money
Handouts for the
session
2 hours
Handouts
Budgeting session
7
for frontline workers:
Why do a budget?
What is good money
2 hours
Session pack
Bills and budgeting
session for end
users:
Dealing with your
bills
5
Bills and budgeting
session for end
users:
Dealing with your
bills
Budgeting session
for end users:
Managing your
money
6
Helping your clients
manage their money
management?
Keeping track
Doing a budget
Balancing the books
Budgeting session
for frontline workers:
Helping your clients
manage their money
Handouts for the
session
2 hours
Handouts
Features of different
types of credit
APR costs
How to choose credit
2 hours
Session pack
Credit session for
end users:
Choosing credit
Handouts for the
session
2 hours
Handouts
Credit session for
9
frontline workers:
Helping your clients
get savvy with credit
Credit costs
Client decisions
Credit tips
2 hours
Session pack
Credit session for
frontline workers:
Helping your clients
get savvy with credit
Handouts for the
session
2 hours
Handouts
2 hours
Session pack
Credit session for
end users:
Choosing credit
8
Debt session for
10
frontline workers:
Helping your clients
deal with their debts
What are priority and
non priority debts?
What’s the worst that
can happen?
What a money adviser
does
Debt session for
frontline workers:
Helping your clients
deal with their debts
Handouts for the
session
2 hours
Handouts
Energy Best Deal
11
Supported by Ofgem
Energy efficiency
Switching energy
supplier
Up to 1
hour
Session pack
and tutor
notes
Changing your tariff
Help with paying
energy bills
Energy Best Deal
12
Supported by Ofgem
Other materials
available to help you
deliver the session
Up to 1
hour
General session for 13
end users: lone
parents
Horizons financial
capability handbook
Attitudes to money
3 hours
Want or need
Budgeting and saving
Priorities
Ways to make your
money go further
Child maintenance
Session pack
General session for 14
frontline workers of
older people
Helping your clients
- money skills and
older people
Income maximisation
Managing bills
Banking
2-3
hours
Session pack
General session for
frontline workers of
older people
Helping your clients
- money skills and
older people
Handouts for the
session
2-3
hours
Handouts
Introductory session 15
for frontline workers:
Introduction to
financial capability:
helping your clients
Banking problems
2-3
Budgeting and saving hours
Choosing credit
Priority and non
priority debts
Helping your clients to
get help
Session pack
Introductory session
for frontline workers:
Introduction to
financial capability:
helping your clients
Handouts for the
session
Handouts
2-3
hours
Materials list
Saving session for
16
end users:
Saving and planning
for the future
Why save?
2 hours
Finding money to save
Where to save and
protecting your
savings
Session pack
Saving session for
end users:
Saving and planning
for the future
Handouts for the
session
2 hours
Handouts
Some financial terms
Identifying areas for
future learning
Up to 1
hour
Session pack
Handouts for the
session
Up to 1
hour
Handouts
Financial capability
activities
Helping clients
Up to 1
hour
Session pack
Handouts for the
session
Up to 1
hour
Handouts
Taster session for
end users:
Financial capability
taster session for
clients
17
Taster session for
end users:
Financial capability
taster session for
clients
Taster session for
frontline workers:
Financial capability
taster session for
frontline workers
Taster session for
frontline workers:
Financial capability
taster session for
frontline workers
18
Copyright is acknowledged as owned by The National Association of Citizens Advice Bureaux, and used by Salford
Citizens Advice Bureaux under licence. Any requests for further copying should be made in the first instance to
Salford Citizens Advice Bureaux, 40 Church Street, Eccles, Manchester M30 0DF.