Welcome to the Client Voices training course. This course will help you understand and use Client Voices our client management system.
An introductory course for financial mentors using Client Voices. This course takes learners through all parts of Client Voices that financial mentors are expected to use. Ideal for inducting new staff, but also great refresher course for staff who are already using Client Voices.
In this course you will see:
Exercises
These are some exercises you can do so you can practice using the elements of client voices.
These boxes contain important facts for you to remember.
Revision
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
About the Instructors
Reviews
Fantastic basic course, I think this would be great to be part of the induction for all new financial mentors. Gives you a good overview of client voices and then being able to do the work in the demo site is a great addition.
I’m fairly confident using client voices but still a good reminder. Would have been great to do when I started as a financial mentor.
I found this course really helpful as I’m just starting out as a financial mentor. I liked the balance of information and practice. I’ve already gone back and revised a couple of modules when I couldn’t quite remember what to do when using it with a real client.
Excellent way to become orientated with the database. I’d recommend it to all new financial mentors.
Apart from some ? a good revision on this. Still have to work through the cashflows to see how they come out. Tautoko Lyn Hughes bug bears AND the newbies to the sector as it can tie things together.
Great introductory course for beginners like myself. I enjoyed the exercises, as I learn from doing not reading. I feel very confident in using Client Voices moving forward.
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.
Good overview of the client voices program. Not sure why this is not part of the 10 module training? Also how often does the wellbeing summary get signed off whilst closing a client? I find client has well gone by the time we close them off, always find that hard to complete.
This extensive and quite thorough course allowed me (as a practising Financial Mentor) to review the use of Client Voices 2.
I was able to follow this course closely and found several pointers that will prove more useful as I go along. Some good pointers on how to do things more correctly and the pertinent reasons why they need to be done a certain way – i. e. the implications were explained.
One bugbear for me was the spelling and grammar mistakes scattered throughout the course. I expected the course to read more succinctly.
A useful tool overall that is probably more useful for those in practice particularly since there’s a lot to take in. Some of the explanations are a bit convoluted and in the Debt Schedule I would expect that the creditor named as Baycorp (a wellknown NZ debt collection agency) would’ve been marked as “included in Debt Collection” further down the page.
Worth doing thank you.
