Financial Capability Practitioners Course
Finance
A course by
Massey University
Gain the tools, knowledge and confidence to educate and enhance people's financial wellbeing. This research-backed, accredited short course is designed for financial and social services practitioners aiming to foster financial capability in their clients.
NZ$1,380
inc GST
Enquire about international pricing
Core skills this course teaches
Understand financial capability approaches
Develop an understanding of the ‘strength-based approach’ used by government agencies and the wider financial capability sector.
Analyse financial capability trends
Identify and evaluate national and international trends in financial capability and wellbeing.
About This Course
This comprehensive, flexible online course equips financial and social services practitioners to foster financial capability and wellbeing in their clients. Developed and delivered by Massey University's NZ Financial Education and Research Centre (Fin-Ed Centre), the programme covers the contextual setting of financial capability in New Zealand and internationally, strength-based delivery approaches, adult learning principles, personal financial management, and practical facilitation techniques. It is ideal for financial mentors, budget or financial advisors, youth service providers, bank staff, whānau ora navigators, and others wanting to enhance their financial capability education practice. The micro-credential totals 100 hours of self-paced learning and is formally accredited, providing a recognised credential for professional development or career advancement.
Course Content
- 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
- Smart saving – what it means for different audiences
- Risk management and wealth protection
- Concluding the conversation – bringing it all together
- Reflecting on learning and planning for improvement
Build towards these roles
Financial mentorBudget advisorFinancial advisorBank staff working with vulnerable customersYouth financial capability facilitatorWhānau ora navigatorSocial services provider
Build skills in these industries
Finance
