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Aim of Module

To understand the uses of cashflow when assisting clients to manage their money, make decisions and build financial capability.

Who is this course for?

Financial mentors who would like to extend their knowledge of cashflows and how to use them with clients.


What will you learn?

At the completion of this course you will have explored:

  • the importance of using cashflows to build financial capability
  • the differences between using a cashflow and using a budget
  • how to make adjustments to a cashflow to show your client options they have, to adjust their finances; and
  • using a cashflow to repay debt.

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.