The Money Guidance Competency Framework
Foundation competencies

Skills and behaviours

Practitioners operating at each Tier should have the foundation competencies in:

  1. Personal qualities and attributes
  2. Transferable skills
  3. Self-management

The foundation competencies are a prerequisite for providing a safe, quality service to customers. Whilst some are specific to money guidance, many of these competencies are related to giving good, effective advice in general. They may already feature in practitioner job descriptions, within organisational frameworks or within general advice guidelines. As such, they are a fundamental part of being able to deliver good quality money guidance.

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