Financial Capability Practitioners Course

Gain the tools, knowledge and confidence to educate and enhance people's financial wellbeing.

Key facts

Cost: $1,200 + GST

Duration: You can enrol at any time and have up to twelve months to complete the course.

Delivery mode: Online


Financial capability is important for the wellbeing of New Zealanders.

This research-backed financial education course is invaluable for practitioners who have a role in fostering financial capability, helping them to educate clients in personal financial management, enhance their financial capability and make a difference to their financial wellbeing.

This accredited course has been developed to providing comprehensive and flexible learning in the financial capability sector, and provides further learning/career opportunities to those seeking to enhance their practice. It combines the provision of portable micro-credits with a ‘multi-entry, multi-exit’, flexible learning approach through online learning.

The course is developed and delivered by Massey University’s NZ Financial Education and Research Centre (Fin-Ed Centre).

Who this course is for

Financial or social services practitioners who are currently engaging in, or intending to engage in, facilitating financial capability and wellbeing, such as:

  • Financial mentors
  • Budget advisors
  • Youth service providers engaged in building financial capability of young people
  • Financial advisors
  • Bank staff working with customers in vulnerable circumstances
  • Whānau ora navigators
  • People involved in social services

Why take this course

The course will enhance your current skills and help you to explore opportunities in other areas of financial capability and personal financial management. It provides a flexible learning pathway leading to a formal credential.

What you'll get

By successfully completing the course, you will be provided with a Massey University Financial Capability Practitioner 10 credit micro-credit certificate.

This can be used towards your professional body’s ongoing CPD requirement and will demonstrate to your current and future employer a skillset that has been guided by a leading tertiary institution.

Learning outcomes

With the guidance of research-backed scholars from Massey's Fin-Ed Centre, you'll understand:

  • the ‘strength-based approach’ used by government agencies and the wider financial capability sector
  • national and international trends in financial capability and wellbeing
  • current practices and models for delivery of financial capability
  • ways to review clients’ current capability and progress during the course
  • how to apply principles of adult learning in the practice of developing financial capability
  • a model for embedding financial capability in current practice vs traditional ‘bolted on’ model
  • personal financial management techniques and skills to facilitating learning about them.

Course content and structure

The course consists of 14 Modules spanning the contextual setting of financial capability through the principles and techniques for facilitation financial capability as well as the tools and techniques of personal financial management:

  • Module 1: Journey of financial capability – the New Zealand and international context
  • Module 2: Approaches to delivering financial capability
  • Module 3: Role of a financial capability practitioner
  • Module 4: Planning for your session
  • Module 5: Strategies for delivery using a strength-based approach
  • Module 6: Tools and tips for safe delivery
  • Module 7: Reviewing your performance
  • Module 8: Starting the conversation – putting your learning into practice
  • Module 9: Understanding your financial world
  • Module 10: The importance of managing debt – what does your audience need to know?
  • Module 11: Smart saving – what does it mean for your target audience?
  • Module 12: Risk management and wealth protection
  • Module 13: Concluding the conversation – bringing it all together
  • Module 14: Reflecting on learning and planning for improvement

Time commitment

The course is self-paced and totals 100 hours of learning and practice time. As the course combines learning and practice, you will be expected to put your learning into practice and report on this during the course. The reports form part of the 100 hours of learning time.

Meet your facilitator

Dr Pushpa Wood (ONZM)

Dr Pushpa Wood (ONZM)

PhD, MA, BA(Hons)
Director - Financial Education and Research Centre
School of Economics and Finance
Massey Business School


Contact information

Financial Education and Research