Personal Budgeting Support – Local Gov e-learning course



Gain the right skills and knowledge to deliver effective personal budgeting support.Training covers all the technical areas relating to PBS.

The course also recognises that getting clients to talk openly about their financial difficulties is a major barrier to success. The course looks at some of the key communication skills required to establish an open and two-way dialogue to help you get to the root cause of the problem and deliver a successful outcome.

By the end of this Personal Budgeting Support training course, you will be able to:

  • Understand the money advice process and its role under Universal Credit.
  • Use appropriate budgeting tools.
  • Complete a meaningful budgeting support plan.
  • Identify and categorise priority and non-priority debts.
  • Give basic advice on financial products, affordable credit, bank accounts, payments etc.
  • Understand the main pitfalls of delivering effective budgeting support.
  • Deliver PBS using best practice.
  • Understand financial capability and advise on financial resilience.
  • Advise clients on how to maximise income and reduce expenditure.
  • Understand the role of budgeting support in relation to Universal Credit and its wider context.
  • Use effective communication skills to identify the root cause of financial difficulty.
  • Influence the client to make positive choices.
  • Offer practical help and support including signposting.

Who should take this course?
There are no formal requirements for this course, but a good understanding of Universal Credit and the welfare system would be an advantage. It’s ideal for anyone who wants to improve their personal budgeting support skills to improve outcomes within a local authority or housing association setting.