1. Working with general clients
January 2017
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2. 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.
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3. Meeting learners’ different needs
Self-checking
Larger print and use of colour
ESOL
Learning styles
Differentiation
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4. A day of training – General Overview
The room
Planning your session
Delivering your session
After the session
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5. 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.
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6. Guidelines on co-tutoring
Before the session
Participants
Course materials
Practicalities
Objectives
Standards
Working together
Feedback
Managing problems
Debriefing
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7. 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.
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8. Criteria for effective sessions
Topic and content
Materials
Delivery
Evaluation
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9. 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.
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10. Thanks for listening!

11. Our team David Mahon Forums / Training & resources Hannah Luck
Hannah Luck
Forums / Communication & information
Basam Diablos
Financial capability development consultant
Christy McAleese
Service Delivery and Contract Manager-Financial Capability

12. Presented by:
Date: