Anyone who has money conversations with their customers should keep up to date with legislation, codes of practice and guidelines, including internal policies and procedures.

Maintaining the soft skills needed when giving guidance, such as communication skills, is also key. 

You may also want to want to give broader or more specialist money guidance in line with the technical domains and tiers set out in the Money Guidance Competency Framework. Simply select the areas that apply to your role – few people cover all aspects. 

You’ll learn from others who give money guidance as part of their role, hear from experts, share actionable insights and solve challenges together. Most events are online, and you can dip in as and when suits you.

Go to the Money Guiders Community HubOpens in a new window

Our programme partners can access free e-learning modules.

All modules are mapped to the Money Guidance Competency Framework, with City & Guilds endorsed credentials for professional recognition. 

Visit the Money Guiders programme partners page.

These are based on the technical domains of the Money Guiders Competency Framework.   

Please read these usage notes first:

The lists are: 

• Grouped around the technical domains of the Money Guidance Competency Framework (based on a mapping exercise first carried out in 2019).
• Intended as a starting point and are by no means exhaustive.
• Provided for your information and should not be interpreted as approval or endorsement of the materials.

Before signing up, check the credentials of any organisation you’re not familiar with.

Things to consider:

• Can you get any recommendations from your network?
• Will you get professional or recognised accreditation?
• Could you negotiate discounts by grouping together with other practitioners?

Please let us know of any training or qualifications that you use that could help others giving money guidance. 

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