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 two.
Aim of Module
This module is designed to introduce you to key financial tools used by financial mentors. These tools are used in their role of enabling people to take control of their money, set goals, and achieve long term sustainable change.
These tools are:
- The budget worksheet
- A debt schedule
- Cashflow
- Financial Plan of Action
What will you learn?
At the completion of this module you will understand:
- the four common tools of a financial mentor
- when and how to use the tools
- some of the challenges clients will experience with the tools.
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
