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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 seven.

Aim of Module

To understand what options exist to help clients manage their expenses and their debts.

This module introduces our second case study – (Client 2) and works through examples to help identify solutions to their debt problems.

What will you learn?

At the completion of this module, trainees will understand options they can use to:

  • balance a budget by focusing on expenses
  • balance a budget through adjustments to debts.

Trainees will also be introduced to options that can be used to:

  • investigate when the level of debt prevents the budget from being balanced.

Throughout this course you will be able to download some resources. These were current at September 2021.

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.

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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