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Welcome to the Client Voices training course. This course will help you understand and use Client Voices our client management system.

In this course you will see:


These are some exercises you can do so you can practice using the elements of client voices.


Important facts

These boxes contain important facts for you to remember.


In the revision pages you will get to revise the information to help you on your learning journey.

Module Timeframe

It is expected that each module will take approximately one hour to complete. That is 11 hours to complete the whole course.

We hope you enjoy your training.

Course Material

Module 1 - Introduction
Module 2 - My profile
Module 3 - Adding a new client
Module 4 - The client case
Module 5 - Sessions
Module 6 - The budget worksheet
Module 7 - Debt Schedule
Module 8 - The alternative budget
Module 9 - Close the case
Module 10 - Appointments
Module 11 - Community Education

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.
5 1 Reviews


by Cherie Duncan 12 October 2021

Great course, I found I am confident mostly using Client voices but was great encase I had missed parts of the online app or new features had been added.