Client Voices for financial mentors

Welcome to the Client Voices training course. This course will help you understand and use Client Voices our client management...

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59 students
Last updated 13 September 2024
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Free

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Welcome to the Client Voices training course. This course will help you understand and use Client Voices our client management system.

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. Ideal for inducting new staff, but also great refresher course for staff who are already using Client Voices.

In this course you will see:

Exercises

These are some exercises you can do so you can practice using the elements of client voices.

 

Important facts

These boxes contain important facts for you to remember.

 Revision

In the revision pages you will get to revise the information to help you on your learning journey.

Module Timeframe

It is expected that each module will take approximately one hour to complete. That is 11 hours to complete the whole course.

We hope you enjoy your training.

Course Content

Module 1 - Introduction
1.1 – The origin story
1.2 – Important concepts
1.3 – The structure of records
1.4 – Application overview
Module 1 Revision
Module 1 summary
Module 2 - My profile
2.1 – Navigate to Client Voices
2.2 – Get access
2.3 – Log in
2.4 – Edit your profile
2.5 – Exercise – Demo login
Module 2 summary
Module 3 - Adding a new client
3.1 – The client record
3.2 – Create a Client Record
3.3 – Edit the client record
3.4 – Find my client
Module 3 Revision
Exercise – Create a client record
Module 3 summary
Module 4 - The client case
4.1 – The client case
4.2 – Create a new client case
4.3 – Client case notes and files
Module 4 Revision
Exercise – Create a new client case
Module 4 summary
Module 5 - Sessions
5.1 – Sessions
5.2 – Create a session
5.3 – Overview of the session page
5.3 – The session table
Module 5 Revision
Exercise – Create a session
Module 5 summary
Module 6 - The budget worksheet
6.1 – The Budget Worksheet
6.2 – Overview of the Budget Worksheet
6.2 – Print the budget worksheet
Module 6 Revision
Exercise – Complete the budget worksheet
Module 6 summary
Module 7 - Debt Schedule
7.1 – The debt schedule
7.2 – Overview of the Debt Schedule
7.2 – Add a debt to the debt schedule
7.4 – The ‘Creditor name’ field
7.5 – Debt amounts
7.6 – Creditor types and loan types
7.7 – Secured debt and debt collection
Module 7 Revision
Exercise – Add a debt item to the debt schedule
Module 7 summary
Module 8 - The alternative budget
8.1 – The alternative budget
8.2 – Create an alternative budget
8.3 – Print the alternative budget
8.4 – Delete an alternative budget
Module 8 Revision
Exercise – Create an alternative budget
Module 8 summary
Module 9 - Close the case
9.1 – Closing the case
9.2 – Closing the case in Client Voices
Module 9 Revision
Exercise – Close the case
Module 9 summary
Module 10 - Appointments
10.1 – Appointments
10.2 – Create an appointment
10.3 – Change an appointment to a no show
Module 10 Revision
Exercise – Log an appointment
Module 10 summary
Module 11 - Community Education
11.1 – Community Education
11.2 – Create a course
11.3 – Add attendees to a course
Module 11 Revision
Exercise – Create a MoneyMates course
Module 11 summary
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FinCap Instructor
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.