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Financial capability resource support

In this support section you will find best-practice guides, glossaries, online interactive materials and presentations that can be used when introducing new models, materials and approaches.

Trainer guidance

Guidance on how to use our financial capability resources, including a glossary and best practice guides for working with different client groups.

How to use the new resources

Presentations explaining the format of the new resources and introducing other new financial capability models, materials and approaches.

Presentations to use with clients

These interactive online presentations can be used in sessions where internet access is available. Each presentation shows an example of a financial document, such as a utility bill, click through the presentation to get a step-by-step explanation of what it means.

Local Citizens Advice resources

Financial capability resources, tools and apps developed and hosted by local Citizens Advice across England and Wales.

Other resources

Financial capability resources from our projects and other organisations.