Understanding the mindset behind Money

Events - England

Starting 29 May 2024 - 12:00 through to 29 May 2024 - 13:30

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REGISTER FREE HERE:  Understanding the mindset behind money

Talking about money can be difficult, especially when you have beliefs and experiences that have shaped the way that you view money.

These experiences can present as mindset barriers that cause people to make the same decisions in relation to money, even if it's to their detriment.

 

What is this session about?

As Money Guiders it is important that you help your clients' to understand the mindset barriers stopping them from having a better relationship with money .

This event will cover.

 

  • The common money mindset challenges that lead to people getting into debt
  • The money mindset barriers that get in the way of people seeking financial support
  • How to identify if a client has a money mindset issue and how to deal with it effectively

Who is this session for?

Money guiders who want to better understand the mindset behind their clients money journey, so they can better understand and support their clients.

Money Guidance Competency Framework:

Technical domain (tier 1 & 2), knowing your customer

Technical domain tier 1- debt 2.1.3Awareness of the likely triggers for debt

https://maps.org.uk/en/our-work/money-guiders/competency-framework/foundation-skills/skills-and-behaviours/a-personal-qualities-and-attributes

Speakers

Roneish Myers -Financial Wellbeing expert, Money Heave

Event hosts: Jez and Lucille from Money Guiders England

 

About Money Heave

MoneyHeave is a Financial Well-Being Coaching and Training Company who believes that financial empowerment is for everyone regardless of their background, age or financial experience.

Accessibility

The event takes place on Zoom. Auto-generated closed captions will be available as standard.

We will endeavour to share the speaker's presentation in advance with everyone who registers for the event.

If you have other accessibility requirements, please inform the hosts when you register and we will do our best to meet them.

 

Register for this event

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