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FinCap - Financial Mentors

Run by: FinCap
Date created: 14 Mar 2024

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FinCap

FinCap - Financial Mentors

FinCap - Financial Mentors

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

FinCap

FinCap - Financial Mentors is a professional development system purpose built to align with the FinCap framework. Become part of an ecosystem that fosters your career growth, maintains professional standards and keeps you in touch with industry requirements.

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Free

Restricted Entry

Only people who meet the prerequisites may join this system. You can provide evidence that you meet the criteria online, and then connect immediately using a 'good faith' method. Your membership will be formally reviewed after you have connected.

Prerequisites

  • Member of the FinCap Group

Requirements About Features Competencies

Entry Requirements

Prerequisites

To join this PD System you will need to demonstrate that you meet all the criteria set out. You can fully do this online, simply login and select the PD System.

Member of the FinCap Group

Please provide the name of your financial mentoring service as evidence of you being part of the New Zealand FinCap group of support organisations.

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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

Agent / Advisor / Broker (Banking & Finance), Agent / Advisor / Broker (Insurance), Nonprofit

Countries

New Zealand

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Areas of Competency

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

Financial Planning and Debt Management

Upskilling on budgets and strategies for debt reduction.

Financial Mentors are expected to refine their ability to construct budgets that reflect clients' real-world financial situations, alongside developing comprehensive strategies for debt reduction and management. This includes education on financial tools and techniques to provide actionable, sound advice that steers clients toward financial stability.

Interpersonal Client-Centred Skills

Empathy, active listening, cultural understanding and strengths-based approaches.

This competency is about further developing interpersonal skills, including empathy, active listening, and strength-based approaches to client interactions. Emphasis is placed on respecting cultural backgrounds, enhancing communication skills, and fostering a supportive, empowering environment for clients.

Legal and Regulatory Knowledge

Staying up to date with dispute resolution processes, consumer credit laws and other regulations that effect clients.

Financial Mentors are expected to continuously update their knowledge of the legal and regulatory landscape governing financial services in New Zealand. This competency involves a commitment to staying informed about changes in banking regulations, consumer credit laws, and dispute resolution processes, ensuring advice and practices remain compliant and in the best interest of clients.

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