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.
Course Material
Course overview
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Maslow’s Hierarchy of Needs
Maslow and his Hierarchy of Needs
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The five categories of needs according to Maslow
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How people progress through the Hierarchy of Needs
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Summary
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GROW model
How to use the GROW coaching model
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The steps in the GROW model
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Summary
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SMART goals
What is a SMART goal?
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The importance of SMART goal setting
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Whose goal is it?
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Summary
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Course summary
Conclusion
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Assessment
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