SERVICES

Financial Capability Specialist
Course

This course prepares participants to be well-rounded financial capability intervention practitioners,
capable of training, providing counseling and money advice or financial first aid

This course prepares participants to be well-rounded financial capability intervention practitioners, capable of training, providing counseling and money advice or financial first aid. Participants acquire comprehensive knowledge of financial capability intervention theories, practice and behaviour change models, as well as their application to the real world. The course enable participants to be competent at delivering formal and informal interventions as well as motivating, engaging and moving learners to take decisive financial action. At the end of the course, participants gain credibility and self-assurance to manage financial capability interventions effectively; in summary, the course enables participants to:

  • Determine what your target audience should know and do?
  • Why? 
  • Know what is needed and what to do, to transform your target audience?
  • Know how to your target audience? 
  • Know how and if your target audience have learned? and
  • Know what to do when your target audience don’t learn or if they already knowledgeable?

Learning Objectives

The course combines theoretical instructions, hands-on exercises/active learning, discussions, brainstorming, group work and assignments.The following modules form the holistic learning path:

MODULE 1

Pre-intervention marketing and communication strategy

MODULE 4

Application of behaviour change strategies

MODULE 2

Determine needs and content knowledge

MODULE 5

Integrate women’s needs in intervention programmes

MODULE 3

Creating inclusive learning environment

MODULE 6

Design high impact financial capability intervention programme

What is included in the Training

Unleash your potential as a Financial Capability Specialist through our comprehensive course. Designed for private sector firms, NGOs, and governments aiming to enhance financial literacy and strengthen sectors, this program equips you with the skills to be a well-rounded intervention practitioner. Dive into theoretical insights, experiential learning, and real-world applications, gaining expertise in training, counseling, and financial advice. Transform your ability to inspire, engage, and drive decisive financial actions, becoming a Certified Financial Educator at the course's culmination.

You & your organization will:-

Who is this training for?

This course is ideal for officers, managers and directors charged with communications, sales, marketing, customer relations business development, operations, risks and compliances, or human resources responsibilities. The course is also suitable for any aspiring financial intervention practitioners interested in developing their practice and ability to deliver financial capability interventions that changes learners mindsets meaningfully.

For details on how your organization can participate, please contact us