General Forum

In the spirit of encouraging healthy discussion, this forum is not heavily moderated. Follow these guidelines and help us keep this discussion forum cordial.

Be polite

As peers, everyone is treated with respect and use language that will not offend one another.

Assume the best intent

Text-based conversations can be misconstrued. Use care and thoughtfulness when expressing yourself.

Stay on topic

A diverse group will hold diverse views across the political, racial and gender spectrum. Be succinct and clear when joining conversations and avoid going off topic.

Privacy

Take care to fully respect private information, do not share email addresses or other personal and private information

Feel free to share real life stories, but be careful no to reveal information about clients or your peers. Do not pressure people to reveal information about clients or their peers.

Morena Rocky, Yes I am in. Can I assume that the discussion forum will also mean that what is contained in the topic will not be used in any other communication without first obtaining the consent of the forum or source of the communication? Irene T

Hi Rocky, Yes, like Irene I too would like to know. Can anyone advice whether supervision is still part of  getting your registration for FM ? or once you pass you automatically become a registered  FM. Regards Theresa H

Kia ora Theresa The short answer is 'yes'. The Financial Mentor Introductory Course (FMIC) has two parts. Part one is the theoretical component when a trainee works with a facilitator and part two is working with is an experienced financial mentor called a Supervisor during a provisional period. FMIC is an NZQA accredited micro credential with the equivalency of Level 4 and 16 credits. Six credits are achieved through the theory component  and ten credits are achieved through the provisional period. Managers and financial mentors complete three documents and submit to FinCap to complete the provisional period and then they receive their final certificate of achievement. Ngā mihi mahana Linley Leong Training Design Advisor, FinCap

Kia ora Irene. Speaking from FinCap's perspective, we will never grab any content from this forum and put it in any communication without consent from the person who originally posted it. For forum participants, I'd propose 'chatham house rules' for these forums if that sounds practical to others? If what you're sharing is sensitive, I'd encourage you to remind others not to spread the information further. It is also important to note that financial mentors have agreements with their clients that maintain confidentiality and this extends into these discussions.

Hi again Rocky Thanks for your response. Given how things can be taken out of context and communication via these channels I wanted to ask. Irene T