Conclusion

Financial mentors demonstrate professional competence by applying their knowledge, skills, and experience to provide effective, client-focused guidance. Integrity is shown through honesty, transparency, and ethical behaviour, maintaining confidentiality, and prioritising clients’ best interests. Competent mentors stay up-to-date, practise within their scope, refer clients when needed, and engage in ongoing learning. Honest and transparent communication ensures clients receive accurate information, realistic expectations, and clear guidance, fostering trust and supporting long-term financial wellbeing.

Knowledge check

Let’s check what we have explored so far.