All Courses

This module introduces trainees to the skill of negotiation, begin conversations about ethics and to consider some of the personal aspects of being a financial mentor.

This module highlights the importance of effective communication between a financial mentor and client in the process of helping a client become financially capable.

This module identifies options that allow financial capability coaches to work with clients to develop a money management plan that aligns with the goals and strengths of the client.

This module works with Client 2 to demonstrate how to create a cashflow and debt repayment plan.

This module introduces our second case study – (Client 2) and works through examples to help identify solutions to their debt problems.

The focus of this module is understanding the benefits and entitlements managed by Work and Income and the Inland Revenue departments, and the impacts of this on our clients.

The aim of this module is to help you develop a greater understanding in how to use budget worksheets and debt schedules, to help a client understand their financial position.

This module is about getting to know our clients and identifying the strengths they bring with them that will help them and guide your work with them.

This module is about introducing the key elements of the strength-based approach.

This initial module introduces you to key elements of the FCC course, sets the scene and expectations for later modules, and provides an overview of the environment that you as a financial capability coach will operate in.

This module is designed to introduce you to key financial tools used by financial capability coaches- the budget worksheet, cashflow and debt schedule.

An introduction to the Financial Coaching Capability Course and journey to become a financial capability coach.

The conclusion module for the Financial Mentor Introductory Course including self-care and stress management, and getting prepared for the assessment.

MoneyMates is an amazing programme that draws a group of clients together to have conversations that build their financial capability. The facilitator has an important role to set these sessions up for success. This module is a knowledge base for MoneyMates facilitators.

This course explores different types of facilitation and the skills needed to facilitate well. It also explores what facilitation is not. This course aims to extend understanding of facilitation and to highlight some of the skills involved.

Cashflows are a powerful tool to support our clients to build financial capability and make decisions about how they use their money. This course is about how to use cashflows to create solutions to show clients consequences of small decisions and ongoing effects so they can achieve their goals.

CCCFA provides protection against irresponsible lending. Financial mentors use this act and disputes resolution schemes to help clients with debt solutions and unmanageable debt. This course introduces the CCCFA and provides some resources for financial mentors.

Motivational conversations is a technique to guide a client to want to start a journey of change. This course explores the skills and principles of motivational conversations.

This course will help you to become more familiar with the Red Flags and through scenarios of real client cases, help you work through the issues of hardship, unmanageable debt and and irresponsible lending. Explore the 12 Red Flags, a resource for consumer advocates. They provide guidance on the Credit Contracts and Consumer Finance Act 2003 (CCCFA) and alert financial mentors to areas that can identify potential unlawful conduct.

Exploring resources and options available to financial mentors to support their clients through consumer and debt issues including disputes resolution schemes.

Health and well-being are two important areas for financial mentors so they can continue to serve the community. Explore parts of keeping yourself well as you support your clients.

The conclusion module for the Financial Mentor Introductory Course including self-care and stress management, and getting prepared for the assessment.

An introduction to the Financial Mentor Introductory Course and journey to become a financial mentor.

This module is about getting to know our clients and identifying the strengths they bring with them that will help them and guide your work with them.

This module is about introducing the key elements of the strength-based approach.

This module is designed to introduce you to key financial tools used by financial mentors - the budget worksheet, cashflow and debt schedule.

The aim of this module is to help you develop a greater understanding in how to use budget worksheets and debt schedules, to help a client understand their financial position.

The focus of this module is understanding the benefits and entitlements managed by Work and Income and the Inland Revenue departments, and the impacts of this on our clients.

This module introduces our second case study – (Client 2) and works through examples to help identify solutions to their debt problems.

This module works with Client 2 to demonstrate how to create a cashflow and debt repayment plan.

This module identifies options that allow financial mentors to work with clients to develop a money management plan that aligns with the goals and strengths of the client.

This module introduces trainees to the skill of negotiation, begin conversations about ethics and to consider some of the personal aspects of being a financial mentor.

This initial module introduces you to key elements of the FMIC course, sets the scene and expectations for later modules, and provides an overview of the environment that you as a financial mentor will operate in.

This module highlights the importance of effective communication between a financial mentor and client in the process of helping a client become financially capable.

Most of our clients need support and guidance with debt solutions. This course is intended to be a refresher for financial mentors to keep them current with law changes and corresponding resources.

An introduction to the strength-based approach and how it applies to financial mentoring.

Understand how to use insurance as a tool for risk management and also how to use the disputes process to support your clients to build financial capability.

Treating clients in ways that recognise and respect their cultural identity.

Explore three different models that can help you support clients: GROW, SMART, and Maslow’s Hierarchy of Needs

Learn about Te Whare Tapa Whā and how to put it into action as a Financial Mentor

A course to address risk management and to help clients think about how they manage risk and protect their whanau and possesions.

Explore Fonofale, a Pacific model of wellness, and how it relates to your work as a Financial Mentor.