Engaging Clients in Planning and Budgeting
Aims and objectives:
By the end of the day, participants will have explored ways to engage and motivate clients to make the most effective use of their money through planning and budgeting.
Objectives:
- Engaging, motivating and empowering clients
- Enabling clients to make informed choices
- Making the most of limited financial resources
- Understanding finance
The day is designed to show participants how to use a toolkit for working with clients which is provided on a CD ROM to enable participants to amend or adapt the different components as they wish.
Who is the course designed for?
Money advisers working with clients either to enable them to become debt free or to enable them to make the best of limited financial resources and sustain a debt free existence.
Trainer: Sally Coles