Financial Mentor Introductory Course Module 4: Strength-based approach

Strength-based approach The Financial Mentoring Introductory Course is for new financial mentors to be trained in the skills and knowledge...

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Last updated 3 April 2024

Strength-based approach

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 four.

Aim of Module

This module is about introducing the key elements of the Strength-based approach. We have already looked at some of the elements of this approach in module one, two and three.

Module one

  • Understanding the Strength-based approach
  • Goal setting

Module two

  • The financial plan of action

Module three

  • Establishing rapport

We will also explore different elements in further modules.

As financial mentors we work with clients who can sometimes be in very vulnerable positions and going through hardship, so it is important that we support our clients in the best way possible and build their financial capability.

The best way of doing this is by using the Strength-based approach. This approach starts with the client’s potential, their strengths, their resources and thinks about what motivates them and what their goals and aspirations are. It explores why they are coming to the budget service in the first place.

The module will also introduce the client measurement tool from MSD.

What will you learn?

At the completion of this module, you should understand:

  • what the strength-based approach is
  • whānau centric practice
  • how we find strengths through asking questions
  • strength-based approach versus deficit-based approach
  • the what, why and how of goal setting
  • using the GROW module
  • measuring client outcomes.

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 – Getting to know our clients

The following resources will be needed in this course:

Measuring client outcomes

The Financial Plan of Action

Well-being Hauora Reflection

Module 4 – Whanau centric practice investigation

You can find all the forms on MSD’s website:

https://www.msd.govt.nz/what-we-can-do/providers/building-financial-capability/training/resources-for-providers.html#Clientoutcomesmeasurement3

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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.