Facilitating Personal Financial Management 

Facilitating Personal Financial Management is a professional development certificate course to provide facilitation skills to people who will be facilitating sessions or workshops on personal financial management in either group or one-to-one situations. This course is ideal for facilitators in organisations such as financial institutions, industry training organisations, youth service providers and community groups who wish to understand how to facilitate sessions and workshops on the fundamentals of managing personal finances.

At the successful completion of the course participants will be able to:

  • understand national and international trends in financial literacy
  • review current practices/models of delivery for financial literacy in the context of specific audiences
  • apply principles of learning
  • employ facilitation tools and techniques
  • develop a model of embedding financial literacy in current practice
  • assess learning/progress
  • facilitate sessions on personal financial management

Intending participants who do not have a high level of financial literacy may take advantage of the extended version of this course which includes the teaching of personal financial management concepts.

Participants will need to have access to learners/audience so that the practical skills learned in this course can be applied. Participants will be encouraged to develop their individual portfolio of facilitation activities.

Entry requirements

There are no entry requirements. Participants do not need a university entrance qualification. Extent of prior knowledge of personal financial management concepts will determine whether participants undertake the extended version of the course or be directed to other Fin-Ed courses.

Course delivery

The course will be delivered over twelve weeks as follows:

  • three compulsory face-to-face contact days at the beginning of the course
  • 8 weeks of on-line distance learning (extramural)

The course will be self-contained and all course material will be provided.

Coursework will require approximately three to five hours, but not more than five hours, per week.

Certification requirements

The work will not be assessed or examined but course participants are expected to complete all the required course readings and show that they have completed the required activities, i.e.

  • attendance at the three compulsory contact days
  • completion of the required on-line course readings
  • demonstration that all the required activities, including maintaining a reflective journal and developing a session plan, have been completed

Successful participants will be awarded a Certificate of Participation in Facilitating Personal Financial Management.


To register for any of these courses please click here or contact us for more information

Contact us

Dr Pushpa Wood, Fin-Ed Centre Director
Phone 04 979 3560

Mobile 021 755 813
Email fin-ed@massey.ac.nz

Massey Contact Centre Mon - Fri 8:30am to 4:30pm 0800 MASSEY (+64 6 350 5701) TXT 5222 contact@massey.ac.nz Web chat Staff Alumni News Māori @ Massey