FinCap courses
Client Voices for financial mentors
An introductory course for financial mentors using Client Voices. This course takes learners through all parts of Client Voices that financial mentors are expected to use.
Risk Management Protection and Insurance 2
Understand how to use insurance as a tool for risk management and also how to use the disputes process to support your clients to build financial capability.
Strength-based Approach: An Introduction to Motivational Conversations.
Motivational conversations is a technique to guide a client to want to start a journey of change. This course explores the skills and principles of motivational conversations.
Strength-Based Practice Module 2
A course with strength-based principles and some practical ways to enhance your practice.
An Introduction to the Strength-based approach
An introduction to the strength-based approach and how it applies to financial mentoring.
Risk Management Protection and Insurance Module 1
A course to address risk management and to help clients think about how they manage risk and protect their whanau and possesions.
Te Whare Tapa Whā
Learn about Te Whare Tapa Whā and how to put it into action as a Financial Mentor
Models of support
Explore three different models that can help you support clients: GROW, SMART, and Maslow’s Hierarchy of Needs
Culturally Sensitive Practice
Treating clients in ways that recognise and respect their cultural identity.
Stress Management
Understand the effects of stress, identify your own stress indicators, and strategies to reduce your stress.
All About Advocacy
Advocacy is an important component of the financial mentor's toolbox. Examine the role of an advocate, and practice with an interactive game.
Negotiation
Learn how to negotiate and resolve conflicts and
deal with ethical dilemmas.
Debt Solutions Refresher
Most of our clients need support and guidance with debt solutions. This course is intended to be a refresher for financial mentors to keep them current with law changes and corresponding resources.
Health and Well-being for Financial Mentors
Health and well-being are two important areas for financial mentors so they can continue to serve the community. Explore parts of keeping yourself well as you support your clients.
Addressing Consumer Issues
Exploring resources and options available to financial mentors to support their clients through consumer and debt issues including disputes resolution schemes.
Understanding and using the Red Flags
This course will help you to become more familiar with the Red Flags and through scenarios of real client cases, help you work through the issues of hardship, unmanageable debt and and irresponsible lending. Explore the 12 Red Flags, a resource for consumer advocates. They provide guidance on the Credit Contracts and Consumer Finance Act 2003 (CCCFA) and alert financial mentors to areas that can identify potential unlawful conduct.
Understanding the Credit Contracts and Consumer Finance Act (CCCFA)
CCCFA provides protection against irresponsible lending. Financial mentors use this act and disputes resolution schemes to help clients with debt solutions and unmanageable debt. This course introduces the CCCFA and provides some resources for financial mentors.
Help and support
More courses
There are courses available from other organisations: click here to check them out.