FinCap - Financial Mentors

Run by: FinCap
Date created: 14 Mar 2024

Related Support
FinCap

FinCap - Financial Mentors

Allowing Financial Mentors to track their CPD online to record their journey of lifelong learning.

Certification / Registration

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FinCap

FinCap - Financial Mentors is a PD System purpose built to align with the FinCap framework. Join an ecosystem that advances your career and take a quality pathway to retain your licensure, certification and registration.

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Cycle Length:
1 year (1 Jan - 31 Dec)
Availability:
Open Entry

About FinCap - Financial Mentors professional development

Allowing Financial Mentors to track their CPD online to record their journey of lifelong learning.

Key Features

check_circlePlanning tool

check_circleTranscript download

check_circleGoal setting

check_circleReflection writing

check_circlePoints tracking

check_circleRecommended activities

add_circle_outlinePlus many more...

Record these activities

check_circleModule / Tutorial

check_circleWorkshop

check_circleSeminar / Webinar

check_circleShort Course

check_circleLecture Series

check_circlePD Plan / Review

add_circle_outlinePlus over 20 more...

Who uses FinCap - Financial Mentors

Professions

Accountant, Agent / Advisor / Broker (Banking & Finance), Teacher / Lecturer / Trainer

Countries

New Zealand

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Demo
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Areas of Competency

The following is a copy of the framework set out by: FinCap

Debt Management and Credit Education

Training on how to advise clients in managing and reducing debt, understanding credit scores, and navigating credit reports. This also includes strategies for avoiding predatory lending and understanding the implications of different types of debt.

Financial Behaviour and Coaching Techniques

Addressing the psychological aspects of financial decision-making, overcoming financial stress, and building a positive relationship with money. This includes techniques for setting realistic financial goals, motivating clients, and providing ongoing support to foster financial independence and resilience.

Government Assistance and Community Resources

Understanding the range of government aid programs, non-profit organisations, and community resources available to support low-income individuals. This includes how to access these resources and guide clients through the application processes for benefits they are eligible for.

Financial Literacy and Budgeting

Refreshing fundamental financial concepts, managing a budget, understanding income and expenses, and strategies for saving.

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