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An important component of the building financial capability toolbox is the ability to advocate on a client’s behalf.  Advocacy in this context might include:

  • upholding the rights of the client
  • supporting a client in being heard or to receive services/information. In particular, in dealings with government agencies such as IRD and WINZ or agencies such as debt collection, loan operators and creditors
  • influencing change in political and bureaucratic processes on behalf of the people we may represent, at an organisational level.


At the completion of this module, you will be able to:

  • identify the types of advocacy
  • identify the role of an advocate
  • understand the elements required to successfully advocate for a client
  • advocate on behalf of a client in person
  • advocate on behalf of a client via telephone.

About the Instructors

FinCap offers support to all budgeting and financial capability services in New Zealand, providing them with all the resources they need to help clients safely & confidentially.
4.2 5 Reviews


by Theo Duyvestyn 31 August 2021

great length and pertinent points, but as with other reviews did get a little frustrated with the more than one correct answer process in some of the questions. all of the above option maybe more appropriate?
I’ll take away the learnings of importance of preparation, getting the facts right, and having the supporting documentation at hand to support discussion and keeping calm!

One person found this helpful
by Angela Adcock 1 April 2021

Very well laid out thank you

by Irene Te Maari 11 December 2020

Yes good to refresh on advocacy and what that looks like? Range of Activities worthwhile ie from selection, viewing and coming up with answers prior to viewing your suggestions.

by Muriel Morgan 17 October 2020

I enjoyed being reminded of how to advocate for clients and like Nicole, I found it frustrating to have to choose one out of two or three correct responses for some questions in the quizzes. It might be better to add an option, “All of the above.”
Overall, this course is well planned and I found it easy to do – but I had to go to a dictionary to find the meaning of “countervailing”. LOL.
At times the links to the next section didn’t work – an error message appeared to do with not being able to locate the address or a problem with the server. I had to go back and try again – sometimes more than once.

by Nicole Huddleston 30 September 2020

Enjoyed this but found it a little frustrating that in many of the Q&A’s you were forced to pick one answer when, in many cases, there was nothing wrong with some, or all, of the options you had to pick from.