About this event and organisation

The Bank of Ireland plays a significant role in the financial services sector in Ireland, offering a wide range of banking products and services to its customers. For more detailed information, you can visit their website.

This event will focus on the crucial aspects of financial wellbeing and provide valuable resources and support to enhance your practice. Here’s what you can expect:

Learning Outcomes

· What is Financial Wellbeing: Gain a comprehensive understanding of financial wellbeing, its significance, and how it impacts individuals’ lives.

· Financial Wellbeing Statistics: Explore the latest statistics and research findings to grasp the current state of financial health within various demographics.

· The Security of Financial Wellbeing: Learn about the components that contribute to a secure financial future and how to foster this security among clients.

· Five Ingredients for Financial Wellbeing: Discover the key elements that constitute financial wellbeing and how to integrate them into guidance practices.

· Supports and Resources: Access a wealth of resources and tools provided by the Bank of Ireland to aid in the promotion of financial wellbeing.

Who is leading the session?

Elisha McNulty

Who should attend?

All money guiders and practitioners are welcome to attend this free event. This could include (but not limited to) staff in Northern Ireland who are supporting service users with difficult conversations and anyone offering guidance to improve the financial wellbeing of the users of their service

Links to the Money Guidance Competency Framework

This event is designed to help you improve your money guidance practice, developing skills, confidence and knowledge around a specific money related area. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.

Technical Domian 1. Knowing your customer Tier 1 and Tier 2.

Technical Domian 5. Budgeting and cashflow – Reducing household outgoings

Foundation Level - Signposting customers: all practitioners – no matter their job role – must be able to elicit simple, information from the customer in order to signpost them to appropriate sources of further support, advice or information.

Before attending this session, you could spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.

Accessibility

If you have accessibility requirements, please inform us when you register by emailing moneyguidersni@reed.com and we will do our best to meet them. Participants should always remember to keep their own client and customer details confidential and not disclose personal information about them.

Keep Up to Date with the Money Guiders Northern Ireland Network

· Contact: moneyguidersni@reed.com

· Register with the Money Guiders Northern Ireland Network here

· LinkedIn Page here

· Facebook Page here

· Twitter here

The Money Guiders Programme

Money Guiders is a programme run by The Money Pensions Service MaPS, which seeks to help money guidance practitioners improve their knowledge, skills and confidence. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.