Financial Capability Coach Course Module 13: Coaching Practice – working with clients

The Financial Capability Coaching Course is for those wishing to learn the skills and knowledge required to serve their community...

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Last updated 12 February 2024

The Financial Capability Coaching Course is for those wishing to learn the skills and knowledge required to serve their community as an effective financial coach.

 

This is module 13.

Aim of Module

This module establishes the guidelines required to complete your practice period when working with clients.

What will you learn?

At the completion of this module, trainees will understand:

  • the processes of the coaching practice period
  • how to record your sessions and evidence of your practice
  • the importance of collecting client evaluations; and
  • reflective practice.

Module Timeframe

This module includes:

  • completing the module online – two to three hours
  • working with clients – a minimum of 30 hours
  • completing the Coaching Practice Learning Journal – three to five hours.

If you have any questions regarding the content of this module or the practical period, please contact your facilitator.

Module prerequisites and resources

Prior to starting this module, you must have completed the following modules and their associated assignment questions.  You must have had your assignment questions marked by your course facilitator (and completed any follow up actions) prior to moving onto the next module.

  • Module 1 – All About Financial Coaching
  • Module 2 – Financial Coaching Tools
  • Module 3 – Getting to know our clients
  • Module 4 – Strengths-based Approach
  • Module 5 – Case Study 1: Creating the Budget and Debt Schedule
  • Module 6 – Case Study 1: Checking Entitlements and Allowances
  • Module 7 – Case Study 2: Identifying Debt Solutions
  • Module 8 – Case Study 2: Creating a Cashflow
  • Module 9 – Case Study 3: Managing and monitoring a budget
  • Module 10 – Negotiating and ethics
  • Module 11 – Communicating effectively
  • Module 12 – Assessment
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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.