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Tue, 26 Mar


Online Event

The Role of Money Guidance in Financial Wellbeing

Learn practical tips to help you support vulnerable people in their journey towards improved financial wellbeing.

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The Role of Money Guidance in Financial Wellbeing
The Role of Money Guidance in Financial Wellbeing

Time & Location

26 Mar 2024, 11:30 – 13:00

Online Event

About the Event

This session is being delivered by Clean Slate in collaboration with the Money Guiders Wales Network.

Taking Flight from Financial Fears: The Role of Money Guidance in Financial Wellbeing

The challenge for support staff helping vulnerable people is how to make their help go the longest way. Non-financial specialists can come up against barriers when their customers or clients run aground with their money. So, a good grounding in the basics of money guidance can also help clear the blockages from health, education and employment outcomes.

The road to financial resilience can be long but the first mile could be down hill, easing participants in gently. Setting long-term goals, building a plan, working through a process, but starting with a few quick wins can establish momentum. At its best, effective money guidance triggers trust becoming hope becoming self-belief. Participants don’t only gain financially, they benefit from headspace and room to breathe, consider their options and make changes.


Quids in! Money Guidance is delivered by Clean Slate Training & Employment CIC. At Taking Flight From Financial Fears, Its founder and director, Jeff Mitchell, will describe a theory of change that can transform vulnerable clients into proactive self-advocates. Drawing on experience, he’ll explain how freeing people from their financial fears opens up their worlds. Championing money guidance, he’ll present how non-specialist support can lay the strongest foundations for people to achieve their potential.

Money Guidance Competency Framework

Technical Domain 1. Knowing your customer


The event takes place online and will be delivered in English. If you have any accessibility requirements such as visual or hearing impairment, or a neurodiverse condition that might affect your experience of the forum, please let us know in advance when you register your place and we will do our best to make sure you can access the session in a way that meets your needs.

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