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MoneyMates is an amazing programme that draws a group of clients together to have conversations that build their financial capability.

The facilitator has an important role to set these sessions up for success.

This module is a knowledge base for MoneyMates, it is not training to become a MoneyMates facilitator.

Aim of Module

To revise and extend thinking and planning from the learning in MoneyMates training.

Who is this course for?

Financial mentors who have completed MoneyMates training with FinCap and would like to:

  • plan new MoneyMates sessions
  • revise the learning from the MoneyMates training; and
  • extend their knowledge of MoneyMates.

What will you learn?

At the completion of this course you will have explored:

  • the importance of building group engagement
  • facilitation techniques that you can use
  • potential topics for MoneyMates sessions
  • budgeting and funding your programme
  • gathering data
  • marketing your MoneyMates sessions
  • evaluating MoneyMates sessions; and
  • the power of achievement.

Module Timeframe

It is expected that this course will take two to three hours to complete.

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.