Spring cleaning your financial wellbeing

Events - Northern Ireland

Starting 18 Apr 2024 - 11:00 through to 18 Apr 2024 - 12:30

REGISTER HERE

 

Join the Money Guiders NI Network where we will hear from Cathy Brennan at the Resourceful Planner

About this event and organisation

This event is aimed at supporting practitioners with money guidance conversations to improve the financial wellbeing of their service users. Join us for practical take aways and insightful conversations as we break down barriers to financial jargon to help you support clients with planning their future finances and take your help further…

 

Supporting Financial Housekeeping:

· Practical tips for organising finances.

· Budgeting techniques and tools.

· Strategies to maintain financial health

 

Economic Abuse Awareness:

· Understand what economic abuse is and how it impacts individuals.

· Recognize signs of economic abuse.

· Learn about available support services and signposting options.

 

Who is leading the session?

Cathy Brennan who is a financial educator, financial coach, money mentor, speaker and podcaster. Cathy shares her life experiences, financial services knowledge, money management experience and behavioural insights in a jargon-free and non-judgemental way.

 

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 4. Budgeting and Cashflow Tier 1

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.

Register for this event

To register your place at this event, use the button below. This will take you to a registration page outside the network.

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