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This course examines three different models of support which you can add to your toolbox for when you’re working with clients.

We will cover Maslow’s hierarchy of needs, the GROW model and SMART goal setting. Financial Mentors will find all three models useful in different situations, and with practice you’ll learn when best to apply them.

Learning objectives

At the conclusion of this module you will be able to:

  • understand the GROW model and apply it in a financial mentoring environment
  • support clients to create effective and achievable goals using the SMART model
  • understand how Maslow’s hierarchy of needs can influence client behaviour.

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.