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:
These are some exercises you can do so you can practice using the elements of client voices.
In the revision pages you will get to revise the information to help you on your learning journey.
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.
About the Instructors
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.
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.