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The Financial Capability Coaching Course is for new financial coaches to be trained in the skills and knowledge needed to be an effective financial coach to serve the community.

This is module ten.

Aim of Module

This module introduces trainees to the skill of negotiation, begin conversations about ethics and to consider how these link with the role of being a financial coach.

What will you learn?

At the completion of this module, trainees will:

  • understand the aim of negotiation
  • follow steps towards successful negotiation
  • use effective negotiation strategies; and
  • resolve an ethical problem.

Module Timeframe

It is expected that this module will take three to five hours to complete depending on your individual pace and which topics you find challenging. There are also assignments to complete that will take approximately two hours. If you have any questions regarding the content of this module or the course, 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 – Understanding 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

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.