Crosslight Learning Academy

*Please note: All training sessions will be offered online via Teams unless otherwise stated. Please create a manual invite in your calendar for any events you may like to attend and register via the relevant training hyperlink/s below.

 
 

september

RUNNING AN EFFECTIVE CLIENT APPOINTMENT

This session looks at how to structure a client appointment to get the best out of the session. How to listen and build trust. We will look at the priorities for an appointment including some ‘quick wins’ as well as some of the technical and administrative things that we need to cover. Particularly aimed at new advisors 3-12 months into their role.

Thursday 11th September 12.00-13.30

SUICIDE PREVENTION: THE ESSENTIALS

This session will focus on increasing knowledge in the area of Mental Health and Wellbeing. Participants will learn how to identify the potential ‘red flags’ in relation to the topic of suicide and how to effectively navigate conversations to assist anyone who may be struggling with suicidal thoughts. Aimed at all volunteer and staff member roles.

Thursday 18th September 12.00-13.30

THE MONEY COURSE BUDGET BUILDER: INTRODUCTION/REFRESHER SESSION

We'd love you to join us for an interactive session aimed at anyone who uses, or would like to use, the Budget Builder with their debt or budget coaching clients.  It's also a good chance to find out more about this free tool and how you, your friends and family can use it yourselves!

We'll look at the Budget Builder's main features, ways it can support our clients, and also highlight some of the recent updates to the tool which have made it even easier to use.  And there will be plenty of time for questions. 

Wednesday 24th September 15.00-16.00

SAFEGUARDING REFRESHER

This session is offered monthly and covers a refresher on the topic of Safeguarding including internal reporting procedures, suicide prevention, dealing with vulnerable adults and time for discussion and group reflection. We encourage all team members to attend one session annually.

Wednesday 25th September 16.00-17.00

october

COACHING SKILLS WORKSHOP

This session seeks to explore the concept of coaching, how it can be used (including an overview of a useful coaching model) and provides a useful ‘Toolbox’ of tips and tools to assist in supporting our clients and team members. Aimed at all volunteer and staff member roles both client facing and for those looking to develop leadership skills.

Wednesday 1st October 12.00-13.30





FINANCIAL FIRST AID WORKSHOP

This session will be useful for any team members who'd like to feel more confident in supporting our clients (or friends / family!) with money management, including:

  • income maximisation and money-saving ideas, including support schemes and grants

  • setting up a budget 

  • money & mental health

  • signposting to other sources of help and support

Thursday 16th October 12.00-13.00