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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 eight.

Aim of Module

This module works with Client 2 to demonstrate how to create a cashflow and debt repayment plan.

What will you learn?

At the completion of this module, trainees will understand:

  • the importance of preparing a cashflow
  • the differences between a cashflow, budget and debt schedule
  • options to ‘fix’ a cashflow when it is out of balance
  • how to create a debt repayment plan.

Trainees will also understand:

  • how making changes to any one of the cashflow, debt schedule or budget, will impact the other two.

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 – Financial Mentoring Tools
  • Module 3 – Getting to know our 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.

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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