Models of support

This course examines three different models of support which you can add to your toolbox for when you’re working with...

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91 students
Last updated 3 April 2024
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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
Maslow’s Hierarchy of Needs
Maslow and his Hierarchy of Needs
The five categories of needs according to Maslow
How people progress through the Hierarchy of Needs
Summary
GROW model
How to use the GROW coaching model
The steps in the GROW model
Summary
SMART goals
What is a SMART goal?
The importance of SMART goal setting
Whose goal is it?
Summary
Course summary
Conclusion
Assessment
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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.