All Courses
Addressing Consumer Issues
Most of our clients need support and guidance with consumer issues and ensuring their rights are being upheld. Problem debt...
All About Advocacy
An important component of the building financial capability toolbox is the ability to advocate on a client’s behalf. Advocacy in...
An Introduction to the Strength-based approach
Strength-based approach Aim of Module This module is about introducing the key elements of the Strength-based approach. As financial mentors...
Client Voices for financial mentors
Welcome to the Client Voices training course. This course will help you understand and use Client Voices our client management...
Client Voices for managers
Welcome to the “Client Voices for Managers” course. This course is designed to equip managers with the skills and knowledge...
Community Heart Features
How does Community Heart work? In this demonstration course you take on the role of learner to experience lessons featuring:...
Community Heart Tutorial
This course will help you get familiar with using Community Heart. (more…)
Culturally Sensitive Practice
Culture may influence the way in which trauma is experienced or expressed. Understanding the context within which life events are...
Debt Solutions Refresher
Please note: Information was correct at the time of publishing. Once new legislation is clarified, updates will be included. Most...
Digital basics: 7 Essential Excel skills
Microsoft Excel allows you to create spreadsheets which will save you time and allow you to work more efficiently. (more…)
Digital basics: 7 Essential Word skills
Microsoft Word allows you to create all kinds of documents like letters, memos, reports, newsletters, etc. To make the most...
Digital basics: How the internet works
You’re on the internet right now. But what does that mean? What even is the internet, anyway? A lot of...
Financal Mentor Introductory Course: Welcome to Financial Mentoring
Welcome to the Financial Mentor Introductory Course. We hope you enjoy your training and your new role as a financial...
Financial Capability Coach Course Module 7: Case Study 2 Identifying Debt Solutions
The Financial Capability Coaching Course is for those wanting to learn the skills and knowledge required to serve their community...
Financial Capability Coach Course Module 8: Case Study 2 Creating a Cashflow
The Financial Capability Coaching Course is for those wishing to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 1: All About Financial Coaching
Welcome to the Financial Capability Coaching Course. The Financial Capability Coaching Course is for people to be trained in the...
Financial Capability Coaching Course Module 10: Negotiating and Ethics
The Financial Capability Coaching Course is for those wishing to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 11: Communicating Effectively
The Financial Capability Coaching Course is for those wishing to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 13: Coaching Practice – working with clients
The Financial Capability Coaching Course is for those wishing to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 2: Financial Coaching Tools
The Financial Capability Coaching Course is for those wanting to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 3: Getting to know our clients
The Financial Capability Coaching Course is for those wanting to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 4: Strength-based approach
Strength-based approach The Financial Capability Coaching Course is for those wanting to learn the skills and knowledge required to serve...
Financial Capability Coaching Course Module 5: Case Study 1: Creating the Budget and Debt Schedule
The Financial Capability Coaching Course is for those wanting to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 6: Case Study 1 Checking Entitlements and Allowances
The Financial Capability Coaching Course is for those wanting to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course Module 9: Case Study 3: Managing and Monitoring a Budget
The Financial Capability Coaching Course is for those wishing to learn the skills and knowledge required to serve their community...
Financial Capability Coaching Course: Conclusion
Financial capability coaching is a fulfilling and stimulating role where teams have strong community influence and can inspire many people...
Financial Capability Coaching Course: Welcome to Financial Coaching
Welcome to the Financial Capability Coaching Course. We hope you enjoy your training and your new role as a financial...
Financial Mentor Introductory Course Module 1: All About Financial Mentoring
Welcome to the Financial Mentor Introductory Course. We hope you enjoy your training and your new role as a financial...
Financial Mentor Introductory Course Module 10: Negotiating and Ethics
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course Module 11: Communicating Effectively
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course Module 2: Financial Mentoring Tools
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course Module 3: Getting to know our clients
Aim of Module This module is about getting to know our clients and identifying the strengths they bring with them...
Financial Mentor Introductory Course Module 4: Strength-based approach
Strength-based approach The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge...
Financial Mentor Introductory Course Module 5: Case Study 1: Creating the Budget and Debt Schedule
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course Module 6: Case Study 1 Checking Entitlements and Allowances
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course Module 7: Case Study 2 Identifying Debt Solutions
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course Module 8: Case Study 2 Creating a Cashflow
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course Module 9: Case Study 3: Managing and Monitoring a Budget
The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...
Financial Mentor Introductory Course: Conclusion
Financial Mentoring is a fulfilling and stimulating career where teams have strong community influence and can inspire many people for...
FINZ: Online Ethics Education Micro Module
FINZ members subscribe to a self-regulatory regime that raises the sector’s profile and enhances credibility and reputation with donors, government...
FMIC online learning pre-test
The Financial Mentor Introductory Course (FMIC) is a complex and intense course to ensure that financial mentors have the necessary...
Fonofale
Talofa lava, mālō e lelei, kia orana, taloha ni, fakalofa lahi atu, ni sa bula vinaka, kia ora, tēnā koutou...
Fundraising Essentials
Fundraising Essentials is the 101 of Fundraising – a big picture overview with practical tools to help you get started. ...
Health and Well-being for Financial Mentors
We all know that financial mentoring can be a challenging and intense job. Increasingly our clients needs have become more...
How to Plan an Online Learning Course
Community Heart allows you to create online learning courses for your organisation. But how does online learning fit into your...
Introduction to Facilitation
There are many types of facilitation. From facilitating a discussion, meeting, learning journey or process. Some skills are used in any...
Models of support
This course examines three different models of support which you can add to your toolbox for when you’re working with...
MoneyMates3
MoneyMates is an amazing programme that draws a group of clients together to have conversations that build their financial capability....
Negotiation
In the Financial Mentor Introductory Course (FMIC) we have already seen that we will face ethical dilemmas in our work....
NZSL 1A Unit 1: Meet and Greet & Unit 2: Our Class
This course is for people learning NZSL 1A with Meren Curry. This is a homework activity designed to test your...
NZSL 1B Unit 5: Everyday Activities
This activity is for people learning NZSL 1B with Meren Curry. This is a homework activity designed to test your...
Retail Volunteer Orientation
Aim of Retail Volunteer Orientation: We want all our volunteers to enjoy and learn from high quality, relevant and engaging...
Risk Management Protection and Insurance 2
Welcome to the Risk Management Protection and Insurance Module 2. Insurance is one of the tools we can use to...
Risk Management Protection and Insurance Module 1
Welcome to the Risk Management Protection and Insurance Module 1. This module has been designed to help you work through...
Social Media Essentials
If you are passionate about your role and want to learn how to get the results with social media, if...
Strength-based Approach: An Introduction to Motivational Conversations
Strength-based practice is based on the client’s potential, their strengths and their resources. (more…)
Strength-Based Practice Module 2
Strength-based approach is the foundational approach of our work with clients. But is it relevant to other areas of our...
Stress Management
The aim of this module is to promote wellness and self-care throughout the sector. (more…)
Supervision Module 3
Supervision of new financial mentors is a vital component in their growth and learning. Guiding the learning journey is a...
Te Whare Tapa Whā
Te Whare Tapa Whā is a model that views a healthy life as more than being physically fit, taking into...
The Power of Cashflow
Aim of Module To understand the uses of cashflow when assisting clients to manage their money, make decisions and build...
Tiredness, Exhaustion, Fatigue and Burnout
Self-awareness and self-care are two important attributes of personal wellbeing that should be at the top of the financial mentor’s...
Understanding and using the Red Flags
The Red Flags were designed for financial mentors and other advocates to guide financial mentors when dealing with issues around...
Understanding the Credit Contracts and Consumer Finance Act (CCCFA)
Please note: Information was correct as of publishing. Once clarified, new legislation will be updated. Most of our clients need...
Volunteer Orientation – non-retail roles
Aim of Volunteer Orientation: We want all our volunteers to enjoy and learn from high quality, relevant and engaging online...