Ethnicity and Cultural Competency to Promote Financial Wellbeing

Events - Collaboration event

Starting 28 Mar 2024 - 10:00 through to 28 Mar 2024 - 12:30

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Increase understanding of cultural and religious nuances and issues faced by ethic minorities when accessing financial and advice services.

This session is being delivered by CEMVO.

This session is for anyone who offers money guidance/advice or frontline support in any setting.

Session Overview

  • You will increase your knowledge and understanding of barriers that prevent uptake of services​
  • We will highlight issues that ethnic minorities face in accessing services​
  • Allow capability building around good equality practice and inclusive access. ​
  • This workshop will increase understanding in cultural and religious nuances and issues that ethnic minorities face and help towards making access to financial and advice services more inclusive and accessible to ethnic minorities

Learning Outcomes or Key Takeaways

  • Confidence in money guidance conversations with faith and ethnic based customers  
  • Increased awareness and knowledge of how ethnicity and culture intersect with financial wellbeing.  
  • Cultural and religious competence to confidently provide suitable guidance options to clients

Money Guidance Competency Framework

Technical Domain 1. Knowing your customer

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