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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 the final module, module ten.

Aim of Module

This module highlights the importance of effective communication between a financial mentor and client in the process of helping a client become financially capable.

What will you learn?

In this module we will be working through:

  • understanding what communication is
  • ways that we can improve communication
  • the benefits of communicating effectively
  • conducting an interview based on the GROW model and strength-based practice and
  • finally practising communication skills.

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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