Advice NI - Wiseradviser: Introduction to Income Maximisation

Booking on Wiseradviser courses is a two stage process. Complete your details on the booking form by clicking on the Register button below. You will then get a confirmation email with a link to the Wiseradviser Learning Management Site. Please follow this link to complete your booking. Booking on this site does not confirm your place on the course. If this is your first time attending a Wiseradviser course you will also need to register as a user


An introduction to maximising your client's income.This course is an introduction to supporting clients through income maximisation in a thorough and systematic way.

By the end of this course you will be able to identify:

  • The key features of income maximisation and financial capability 
  • A range of income maximisation opportunities, high-level eligibility criteria, positive impacts and how to access these 
  • When someone may be entitled to a means-tested benefit or tax credit, and how to get an eligibility check 
  • Key qualifying conditions for non-means-tested benefits and how to signpost or refer clients for more advice on how to claim, and 
  • Other ways of increasing income and minimising expenditure that do not involve benefits or tax credits.

Additional information

This course will around 50 minutes to complete.


This course is worth 1 CPD Point under the NIAQS (Northern Ireland Advice Quality Standard) Scheme.


Complete online at your own pace (Self-paced): Free