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Welcome to MATRICSlearn

The debt advisers' online learning platform for Scotland

What is MATRICS learn?

MATRICS learn is a free debt advice training programme for advisers working for organisations with FCA authorisation in Scotland who want to give free, impartial, non-judgemental, and knowledgeable advice to clients.

The programme is designed to allow learners to progress their training in line with the levels or ‘types’ of advice in the Scottish National Standards for Information and Advice Providers (SNSIAP) through an innovative and user-friendly structured learning plan. Full MATRICS Learn Programme

Users follow a blended learning approach which promotes knowledge input via bite sized e-learning modules followed by discussion groups and workshops considering practical examples to deepen understanding and build confidence.

How do I access MATRICS learn?

It is vital that individuals and organisations offering financial services operate in the best interests of consumers and uphold the integrity of the financial services industry. The Financial Conduct Authority (FCA) is responsible for authorising, supervising and taking action where needed to ensure this happens.

To register for an account in the MATRICS learn programme, unless you are exempt, you must have the correct authorisation from the FCA. For more information or to register, please visit the FCA website.

Please note that local authorities in Scotland are exempt and do not need FCA authorisation.

If you would like to register for an account, please click here

MATRICS trainee user journey

We are currently running two learning pathways for trainees:

1) Experienced pathway

2) New adviser pathway

To be categorised as an experienced adviser you must meet specific criteria click here. Once your registration has been received, we will check for previous learning. If your registration is approved as an experienced adviser, you will be able to pick and choose which training you would like to take part in. If you are placed in the new adviser pathway, you will have to start training at the beginning of Level 1.

How is MATRICS learn structured?

Level 1 (New Debt Adviser)

To help new advisers understand what debt advice is, why clients need help and to learn some basic key terminology, options and systems.

Level 2 (Triage work)

Understanding the 6 steps and other key interview skills to help an adviser do the initial fact finding. Aligned with SNSIAP type 1.

Level 3 (Experienced Debt Adviser)

Professional debt adviser. To become a full debt adviser, dealing with all informal and statutory options. Aligned with SNSIAP type 2.

Temporary access to MATRICS learn

Temporary access can be granted to MATRICS for a period of time to organisations who have applied to FCA for authorisation but are still going through the application process. After your registration has been submitted, a member of the MATRICS team will contact you to request evidence of your application to FCA for authorisation. Access will not be granted until evidence has been provided.

To register for temporary access:

Go to the registration page
Click Create new account
In the FCA registration field, type temporary
Once your MATRICS registration has been submitted, a member of the MATRICS team will be in contact with you to request evidence of your FCA registration.

Who delivers the MATRICS programme?

The MATRICS learn training programme is fully funded by the Scottish Government and delivered by Citizens Advice Scotland and Money Advice Scotland as part of their support partnership which also includes second tier support provided to frontline workers in the debt advice sector. The MATRICS team consists of experienced debt advisers and learning experts working together to provide high quality, effective training with a modern, learner centred approach.

Who is MATRICS learn training for?

MATRICS learn is a training programme for individuals who want to be able to give professional debt advice for free.

To gain access to MATRICS learn you need to be working for a not for profit debt organisation such as a local authority, housing association, Citizens Advice Bureau, or other third sector debt advice agency.

The training is spread across three levels from level 1 for people who are completely new to giving debt advice, to level 3 for experienced specialists and supervisors. See below for a description of the learning progression. The levels are covered sequentially but more experienced advisers can access topics of interest in any part of the programme for CPD or personal learning purposes.

Can I use MATRICS learn as CPD?

Experienced advisers can access the system in a non-sequential manner in order to improve their knowledge on topics of interest throughout the programme.

Is MATRICS learn linked with national standards or frameworks?

The MATRICS learn programme is fully aligned with the Scottish National Standards for Information and Advice Providers (SNSIAP).

Will the system keep a record of my learning?

The programme features an in-built learning record for each individual including virtual badges and certificates which can be printed and included in CVs or portfolios.

How easy is it for learning agencies to produce learning reports for accreditation from MATRICS learn?

Learning agencies can produce reports providing evidence for accreditation easily and efficiently as the training is so closely aligned with SNSIAP and the programme keeps an in-built learning record for each user.

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MATRICS Learning Programme run jointly by Citizen Advice Scotland and Money Advice Scotland, funded by the Scottish Government.