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Welcome to the Financial Mentor Introductory Course.

We hope you enjoy your training and your new role as a financial mentor. Remember your tutor and supervisor are there to help you through your learning journey and help you to succeed in developing your skills and knowledge.

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 one.

Aim of Module

This initial module is designed to introduce you to key elements of the FMIC course, set the scene and expectations for later modules, and to provide an overview of the environment that you as a financial mentor will operate in.

What will you learn?

At the completion of this module, you should understand:

  • financial mentoring: what we do, why and how we do it
  • the importance of, and how to establish relationships
  • the structure of the course, and what is expected of you
  • the budgeting skills and philosophies needed by a financial mentor, and what resources we have available to help financial mentors
  • budgeting services we provide to the community, and the impact budget services can have in a community
  • the strength-based approach we use in delivering our services
  • the structure and role of FinCap – the National organisation that supports the local budgeting services
  • the legal and ethical obligations of a financial mentor.  The important laws and rules that apply to us all as volunteers and ‘employees’ of a budget service.

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. 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:

  • been formally accepted into the programme and completed the course pre-requisites. Check with your manager to see if this has been completed and sent to FinCap; and
  • read the course pre-reading material distributed to you by FinCap.


Once you have completed this module you will need to complete the module assignment. This is a separate document with questions and activities related to the module that you have just completed. This will help ensure that you have understood the material presented in the module. This must be uploaded for your tutor for marking as part of your overall course assessment. You can download this assignment from the last screen in the course.


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.