Financial Mentor Introductory Course Module 11: Communicating Effectively

The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge needed to...

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Last updated 3 April 2024

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 eleven.

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 to five hours to complete depending on your individual pace and which topics you find challenging. There is 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 Mentoring
  • Module 2 – Financial Mentoring 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
  • Module 10 – Negotiating and ethics
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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.