Overview
This research-backed financial education course is invaluable for practitioners who have a role in fostering financial capability, helping them to educate clients in personal financial management, enhance their financial capability and make a difference to their financial wellbeing.
This Financial Capability Practitioners Course has been developed to providing comprehensive and flexible learning in the financial capability sector, and provides further learning/career opportunities to those seeking to enhance their practice. It combines the provision of portable micro-credits with a ‘multi-entry, multi-exit’, flexible learning approach through online learning.
Learning outcomes
With the guidance of research-backed scholars from Massey University's Fin-Ed Centre, you'll understand:
- the ‘strength-based approach’ used by government agencies and the wider financial capability sector
- national and international trends in financial capability and wellbeing
- current practices and models for delivery of financial capability
- ways to review clients’ current capability and progress during the course
- how to apply principles of adult learning in the practice of developing financial capability
- a model for embedding financial capability in current practice vs traditional ‘bolted on’ model
- personal financial management techniques and skills to facilitating learning about them.
Programme Structure
Course content and structure:- Journey of financial capability – the New Zealand and international context
- Approaches to delivering financial capability
- Role of a financial capability practitioner
- Planning for your session
- Strategies for delivery using a strength-based approach
- Tools and tips for safe delivery
- Reviewing your performance
- Starting the conversation – putting your learning into practice
- Understanding your financial world
- The importance of managing debt – what does your audience need to know?
- Smart saving – what does it mean for your target audience?
- Risk management and wealth protection
- Concluding the conversation – bringing it all together
- Reflecting on learning and planning for improvement
Key information
Duration
- Part-time
- 5 days
Start dates & application deadlines
Language
Credits
Delivered
Disciplines
Finance AccountingAcademic requirements
We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.
English requirements
We are not aware of any English requirements for this programme.
Other requirements
General requirements
Who this course is for:
Financial or social services practitioners who are currently engaging in, or intending to engage in, facilitating financial capability and wellbeing, such as:
- Financial mentors
- Budget advisors
- Youth service providers engaged in building financial capability of young people
- Financial advisors
- Bank staff working with customers in vulnerable circumstances
- Whanau orā navigators
- People involved in social services
Tuition Fee
-
International
1200 NZD/fullTuition FeeBased on the tuition of 1200 NZD for the full programme during 5 days. -
National
1200 NZD/fullTuition FeeBased on the tuition of 1200 NZD for the full programme during 5 days.