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The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to be an effective financial mentor 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 some of the personal aspects of being a financial mentor.

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
  • resolve an ethical problem.

This module also works through:

  • managing personal and career development; and
  • recognising symptoms of stress and overwork.

Module Timeframe

It is expected that this module will take three hours to complete.   If you have any questions regarding the content of this module or the course, please contact your tutor.

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 tutor (and completed any follow up actions) prior to moving onto the next module:

  • Module 1 – All About Financial Mentoring
  • Module 2 – Understanding Clients
  • Module 3 – Financial Mentoring Tools
  • 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.

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