FINANCIAL LITERACY III
BUDGETING/EXPENSES ASSESSMENT SKILLS

Who the course is for: An in-depth look at this vital area of work, it is especially aimed at generalist helpers/advisers who are mainly involved at the initial stages of the debt advice process.

Aims:

• To explore difficulties and barriers for clients in assessment and budgeting
• To experiment with a variety of responses to clients budgeting needs

Course Content:

• The background to general personal expenditure in the UK
• Low Income/poverty issues in budgeting.
• Other barriers to personal budgeting
• The principles and aims in assessment/budgeting
• Strategies to overcome budgeting problems
• Monitoring and Revising Expenditure

Course Materials:

• Course Notes and handouts