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

workspace_premium

FinCap

FinCap - Financial Mentors is a professional development system purpose built to align with the FinCap framework. Join an ecosystem that supports your career growth and follow a high-quality pathway to maintain compatibility and professional standards.

JOIN THIS SYSTEM

JOIN NOW
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

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

Countries

New Zealand

JOIN THIS SYSTEM

JOIN NOW

Want to create a PD System like this one?

Sign up to get started. It's FREE!

Note: Choose 'PD System Owner' when you sign up. If you already have an account with us, just create a new profile type under your settings.

Demo
Need more help? Contact us for a demo.
BOOK A DEMO

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.

JOIN THIS SYSTEM

JOIN NOW