Working with general clients

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Presentation transcript:

Working with general clients January 2017 This powerpoint presentation should be delivered with the appropriate best practise guide

Teacher skills and good practice Take account of individual needs, interests and personal contexts Course content should be learner-centred Remember that learners’ skills and confidence in reading, writing, listening, speaking, numeracy and IT vary. Learning should take place within a clearly defined context Language, activities, and resources should be adapted to respond to learners’ language and literacy levels and different learning styles. Advisors should be aware of some learners’ possible difficulties, including physical and mental health issues, and hidden disabilities such as dyslexia. This powerpoint presentation should be delivered with the appropriate best practise guide

Meeting learners’ different needs Self-checking Larger print and use of colour ESOL Learning styles Differentiation This powerpoint presentation should be delivered with the appropriate best practise guide

A day of training – General Overview The room Planning your session Delivering your session After the session This powerpoint presentation should be delivered with the appropriate best practise guide

Financial capability and equality Previous work that has come from financial capability and equality issues includes: Our prominent work on the payday lending industry. Our work with financial institutions, including the FCA. Leading work across the network with Gypsy and Traveller communities. Our ASK campaign is raising awareness of domestic violence and abuse across the Citizens Advice network. New financial capability resources that for the first time address topics such as sharia-compliant finance. Development of a sector-leading toolkit addressing the financial capability needs of victims of gender-based violence and abuse. This powerpoint presentation should be delivered with the appropriate best practise guide

Guidelines on co-tutoring Before the session Participants Course materials Practicalities Objectives Standards Working together Feedback Managing problems Debriefing This powerpoint presentation should be delivered with the appropriate best practise guide

Guidelines on co-tutoring During the session Prepared Arrive at the session in plenty of time Support each other Don’t disagree in public Stick to the timings that you have agreed. Ensure you have equal roles in running the session Discuss and review any adjustments during a break or lunch. It can be useful for the person who isn’t leading an activity to make some notes to help with feedback after the session. This powerpoint presentation should be delivered with the appropriate best practise guide

Criteria for effective sessions Topic and content Materials Delivery Evaluation This powerpoint presentation should be delivered with the appropriate best practise guide

Expecting the Unexpected There are two major types of unexpected things that happen: Things outside the scope of the training Always know the layout of your training venue, not just the room itself. Always have a contact for the venue Always maintain good practice for a safe working environment If anyone has a known medical condition, ask for this to be disclosed confidentially beforehand. Things within the scope of the training These are generally points that are raised or questions that are asked which introduce an element of doubt into proceedings. This powerpoint presentation should be delivered with the appropriate best practise guide

Thanks for listening!

Our team David Mahon Forums / Training & resources Hannah Luck 03000 231 582 Hannah Luck Forums / Communication & information 03000 231 581 Email: financial.skills@citizensadvice.org.uk Basam Diablos Financial capability development consultant Christy McAleese Service Delivery and Contract Manager-Financial Capability 03000 231 209

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