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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.
4.3 10 Reviews


by Hope Hodgetts 10 September 2020

I have learnt a lot about these, particularly Maslow’s Hierarchy of Needs, through my Tertiary studies, however it was good to have a refresher

One person found this helpful
by Nicola Keane 21 April 2022

I really enjoyed this course and found it extremely helpful. I already have some clients in mind where the SMART approach should make things easier for them.


Needs a correction in the final assessment.
It asks what is a SMART goal? the answer segment only has slots for S M A & R the T is left out. so we are only giving a SMAR goal. [Corrected, thanks – admin]

But good learning and looking forward to putting into practice

by Jo Nott 19 February 2021

Really interesting for not only clients but on reflection for myself in both personal life and FM role.

by Irene Te Maari 30 October 2020

Where there is a will there is a way !

by Geraldine Muru 6 October 2020

Easy to understand and straight forward.

by Waikaremooana Manahi 1 October 2020

Good course well written, easy to follow. enjoyable way to refresh

by alison misseldine 30 September 2020

Got me thinking and that is a good think:)

by Alyson de marco 29 September 2020

This is a fabulous resource! This makes personal development achievable for everyone well done to those who developed the program.

by Sandy Fage 15 September 2020

Will written, easy to follow. enjoyable way to refresh