Facilitators

Kia ora facilitators. The plugin we were using to make these files available kept crashing, so we are looking for a new plugin to offer the same functionality without the epic crashes. In the meantime, here is a list of all the files available for you to download.  

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Facilitator Procedures and Processes

FinCap Facilitator Procedures and Processes - FMIC July 2025

Survey Monkey Intructions

Survey Monkey Instructions Survey Monkey Instructions

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Invoice Templates

Facilitator Invoice Template - F2F Example September 2025 Facilitator Invoice Template - F2F Example September 2025 Facilitator Invoice Template - Online Cohort - September 2025 Facilitator Invoice Template - Excel - September 2025 Facilitator Invoice Template - Zoom Example - September 2025

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Kahoot

Kahoot games for FMIC delivery

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FMIC Updates 2025

Module 8 and Module 12 Assessment Updates

Financial Mentoring Tools

September 2025 - Cashflow Paper v3.0 PDF September 2025 - Debt Schedule Paper v3.0 PDF September 2025 -Budget Paper v3.0 PDF September 2025 - Budget Excel v3.0 (formula) September 2025 - Budget Paper and Excel v3.0 (NO formula) September 2025 - Cashflow Excel v3.0 (formula) September 2025 - Cashflow Paper and Excel v3.0 (NO formula) September 2025 - Debt Schedule Excel v3.0 (formula) September 2025 -Debt Schedule Paper and Excel v3.0 (NO formula)

FMIC Distance Learning

Trainee Resources and Assignments

Module-1-V3.0-Assignment-your-name Module-1-V3.0-DL-Trainee-Resource Module-2-V3.0-DL-Assignment-your-name Module-2-V3.0-DL-Trainee-Resource Module-3-V3.0-DL-Assignment-your-name Module-3-V3.0-DL-Trainee-Resource Module-4-V3.0-DL-Assignment-your-name Module-4-V3.0-DL-Trainee-Resource Module-5-V3.0-DL-Assignment-your-name Module-5-V3.0-DL-Trainee-Resource Module-6-V3.0-DL-Assignment-your-name Module-6-v3.0-DL-Trainee-Resource Module-7-V3.0-DL-Assignment-your-name Module-7-V3.0-DL-Trainee-Resource Module-8-V3.0-DL-Assignment-your-name Module-8-V3.0-DL-Trainee-Resource Module-9-V3.0-DL-Assignment-your-name-1 Module-9-V3.0-DL-Trainee-Resource Module-10-V3.0-DL-Assignment-your-name Module-10-V3.0-DL-Trainee-Resource Module-11-3.0-DL-Assignment-your-name Module-11-V3.0-DL-Assignment-for-supervisors-1 Module-11-V3.0-DL-Trainee-Resource DL Trainee Resource Conclusion 3.0  

Tutor Documentation

Distance Learning Log Distance Learning Email Examples July 2025 Process and Responsibilities FMIC DL Programme 2025 FMIC Structure 2026 FMIC Distance Learning Answers v3.0  

DL Documents Sent by FinCap

Sent to Managers  FMIC Structure 2026 Observe a Practicing Financial Mentor 2026 FMIC Pretest FMIC Answers 2026 FMIC Manager Letter Distance Learning January 2026 FMIC Application Form Distance Learning 2026 FMIC Letter DL Trainee Example - Tutor July 2025 Sent to Trainee FinCap Pre-course Reading January 2026_V3 FMIC Letter Trainee FinCap DL January 2026 Distance Learning Email Examples July 2025 FMIC Reflection Activities Culturally Sensitive Practice 2026 Te Tiriti July 2026 Follow Up Emails - Late Submissions Distance Learning Follow Up Email 1 Distance Learning Follow Up Email 2 Distance Learning Follow Up Email 3 Distance Learning Follow Up Email 4 - WD FinCap DL Follow Up Email Checklist FinCap DL Follow Up Email Checklist FinCap DL Follow Up Letters

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FMIC Face to Face

Facilitator Documentation

FMIC Programme Details and Trainee List 2025 Process and Responsibilities FMIC F2F-Zoom Programme 2025 FMIC Trainee letter Example - Facilitator July 2025 FMIC SDLCheck Sheet 2025 FinCap Photo Release Form 2025 FMIC Attendance Register and Assessment Results July 2025 FMIC Facilitator Evaluation Form July 2025 FMIC Structure July 2025

Documents Sent by FinCap

Sent to manager

Observe a Practicing Financial Mentor 2026 FMIC Structure 2026 FMIC Pretest FMIC Answers 2026 FMIC Manager Letter Face to Face January 2026 FMIC Application Form Face to Face 2026 FMIC Trainee Letter Example - Facilitator July 2025

Sent to trainee

FMIC Letter Trainee FinCap F2F January 2026 FinCap Pre-course Reading January 2026_V3 Culturally Sensitive Practice 2026Te Tiriti July 2026

Facilitator Guides

FMIC Facilitator Guide Module 1 v3.0 FMIC Facilitator Guide Module 2 v3.0 FMIC Facilitator Guide Module 3 v3.0 FMIC Facilitator Guide Module 4 v3.0 FMIC Facilitator Guide Module 5 v3.0 FMIC Facilitator Guide Module 6 v3.0 - Aug 25 FMIC Facilitator Guide Module 7 v3.0 FMIC Facilitator Guide Module 8 v3.0 FMIC Facilitator Guide Module 9 v3.0 FMIC Facilitator Guide Module 10 v3.0 FMIC Facilitator Guide Module 11 v3.0

PowerPoints

Module 1 - v3.0 - PowerPoint July 2025 Module 2 - v3.0 - PowerPoint July 2025 Module 3 - v3.0 - PowerPoint July 2025 Module 4 - v3.0 - PowerPoint July 2025 Module 5 - v3.0 - PowerPoint July  Module 6 - v3.0 - PowerPoint - Aug 2025 Module 7 - v3.0 - PowerPoint July 2025 Module 8 - v3.0 - PowerPoint July 2025 Module 9 - v3.0 - PowerPoint July 2025 Module 10 - v3.0 - PowerPoint July 2025 Module 11 - v3.0 - PowerPoint July 2025

Facilitator Resources

FMIC Scenario Quick reference Case Study Teal V3.0 Case Study Bronze V3.0 (Assessment-3) Jan 2026 Case Study Gold V3.0 (Assessment-1) Jan 2026 Case Study Indigo V3.0 Case Study Jade V3.0 (Practice Interview) Case Study Lilac V3.0 Case Study Lime V3.0 (Practice Interview) Case-Study-Magenta-V3.0-Optional-Nov 25 Case Study Maroon V3.0 Case Study Silver V3.0 (Assessment-2) Jan 2026 Case Study Turquoise V3.0 1. Turquoise Resource v3.0 2. Teal Calendar BNPL 2. Teal Resource v3.0 3. Maroon Resource v3.0 4. Indigo Resource v3.0 4.Indigo Calendar 5. Lilac Resource v3.0 7. Magenta Calendar BNPL 7. Magenta Resource v3.0 8a. Assessment Resource - Gold v3.0 8b. Assessment Resource - Silver 3.0 8c. Assessment Resource - Bronze 3.0 FMIC Scenario Quick reference

Module Activities

Mod 1 - Cards - What should a Financial Mentor be like Mod 1 - Role Play - Whats it all about Mod 2 - Cards - Prioritising debt Mod 3 - cards - cultural spending Mod 3 - cards - Greetings (set 1) Mod 3 - cards - Greetings (set 2) Mod 3 - Cards - Marginalised groups Mod 5 - Role Play Script Mod 6 - cards - WINZ Mod 10 - Scenerios - Negotiation Mod 11 - Cards - Cultural communication differences Mod 11 - Cards - Effective and ineffective communication Mod 11 - Cards - Strength based questions Mod 11 - Role Play - The Understanding Financial Mentor Mod 11 - Scenerios - Communication Exercise Mod 11 - Scenerios - Summarising

Trainee Resources

FMIC Trainee Resource Mod 1-4 v3.0 FMIC Trainee Resource Mod 5-6 v3.0 FMIC Trainee Resource Mod 7-9 v3.0 FMIC Trainee Resource Mod 10-11 v3.0

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Pre-assessment Practice

Practic - Budget Answers Jane and John Smith December 2025 Practice - Debt Schdule Answers Jane and John Smith December 2025 Practice - Jane and John Smith Budget December 2025 Practice - Jane and John Smith Debt Schedule December 2025 Practice - Kate and Curtis Clifford Budget and DS Information December 2025 Practice - Kate and Curtis Clifford Cashflow Answer December 2025 Practice - Kate and Curtis Clifford Cashflow Information December 2025 Practice - Kate and Curtis Clifford Debt Schedule Answers December 2025 Practice - Kate and Curtis Clifford Draft Budget Answers December 2025 Practice - Kate and Curtis Clifford Revised Budget to do Cashflow December 2025 Pre-assessment Quiz - December 2025 Pre-assessment Quiz Answers - December 2025

Assessment

Module 12 - V3.0 - Facilitator-Guide Jan 2026 Module 12 - V3.0 -Trainee Oral Research Questions Jan 2026 Module 12 - V3.0 - Trainee Assessment Overview Jan 2026 Module 12 - V3.0-Trainee-Assessment-Part-2a Module 12 - V3.0-Trainee-assessment-Part-2b - Bronze Module 12 - V3.0-Trainee-assessment-Part-2b - Gold Module 12 - V3.0-Trainee-assessment-Part-2b - Silver Module 12 - V3.0 Key answer points Oral  

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FMIC Online Programme

Facilitator Documentation

FMIC Letter Online Learning Trainee - Tutor July 2025 FMIC Programme Details and Trainee List 2025 FMIC Online Assignments Marking Guide Module 11 - v2.1 - DL Assignment - for supervisors

Documents Sent by FinCap

Sent to Manager

FMIC Application Form Online Learning 2026 FMIC Manager Letter Online Learning January 2026 Observe a Practicing Financial Mentor 2026 FMIC Structure 2026 FMIC Pretest FMIC Answers 2026

Sent to Trainee

Brain Food During Training FMIC Reflection Activities Te Tiriti July 2026 Culturally Sensitive Practice 2026 FMIC Trainee Letter Online Learning January 2026 FinCap Pre-course Reading January 2026_V3

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FMIC Zoom

Facilitator Documentation

Pre-course Zoom Session Guide 2025 Zoom Training Guidelines for Facilitators 2025 Process and Responsibilities FMIC F2F-Zoom Programme 2025

Documents sent by Fincap

Sent to Manager

Observe a Practicing Financial Mentor 2026 FMIC Structure 2026 FMIC Pretest FMIC Answers 2026 FMIC Manager Letter Zoom - January 2026 FMIC Application Form Zoom Learning 2026

Sent to Trainee

FMIC Trainee Letter FinCap Zoom January 2026 Culturally Sensitive Practice 2026 Te Tiriti July 2026 FinCap Pre-course Reading January 2026_V3 Zoom Training Tips for Trainees 2025 FMIC Reflection Activities

Facilitator Guides

FMIC Zoom Facilitator Guide Module 1 - v3.0 FMIC Zoom Facilitator Guide Module 2 - v3.0 FMIC Zoom Facilitator Guide Module 3 - v3.0 FMIC Zoom Facilitator Guide Module 4- v3.0 FMIC Zoom Facilitator Guide Module 5 - v3.0 FMIC Zoom Facilitator Guide Module 6 - v3 .0 FMIC Zoom Facilitator Guide Module 7 - v3.0 FMIC Zoom Facilitator Guide Module 8 - v3.0 FMIC Zoom Facilitator Guide Module 9 - v3.0 FMIC Zoom Facilitator Guide Module 10 - v3 .0 FMIC Zoom Facilitator Guide Module 11 - v3.0 Module 6 v3.0 - Benefit-and-other-rates-at-31-july-2024

FMIC Zoom activities

Module 1 Zoom resource – Privacy and confidentiality answers Module 1 Zoom resource – Privacy and confidentiality Module 2 Zoom resource - Budget worksheets need answers Module 2 Zoom resource - Budget worksheets need Module 2 Zoom resource - Budget worksheets, Debt schedules and Cashflows Module 3 Zoom resource – Wellbeing and financial capability answers Module 3 Zoom resource – Wellbeing and financial capability Module 4 Zoom resource - Strength-based questions Zoom Activities - Annotation instructions   https://youtu.be/r0vrPSZjWMQ?si=5LkmBrds7SspuphY  

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Other Helpful Resources

       

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Supervision Training

Supervision emails and documents

Supervision Application Form 2026 Supervision Email Examples to Trainees Supervision Guidelines 2026 Pre-course Zoom Session Guide 2025 Zoom Training Guidelines for Facilitators 2025

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Supervision Module 1

Module 1 Icebreaker Origami fish Provisional Period Resources for Financial Mentors July 2025 Provisional Period Resources for Supervisors July 2025 Supervision PowerPoint Module 1 V3 2026 Supervision Guidelines 2026 Supervision Module 1 Zoom Facilitator Guide V3 2026 Supervision Resource Book Module 1 July 2025

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Supervision Module 2

Supervision Module 2 Resource Book V3 June 2025 Supervision Module 2 Zoom Facilitator Guide V3 June 2025 Supervision PowerPoint Module 2 V3 June 2025  

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Whakatauki Pronunciation

[audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-1.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-2.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-3.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-4.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-5.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-6.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-7.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-8.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-9.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-10.mp3"][/audio] [audio mp3="https://dev-tepapahou.pantheonsite.io/wp-content/uploads/Module-11.mp3"][/audio]

New updates to TPH. Invoices have been updated to reflect Travel allowance of $1.04 per km.