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Supervision and the provisional period

Supervision and the provisional period

After successfully completing FMIC, supervision and the provisional period are vital components in the training of new financial mentors.

Successful completion of the provisional period concludes the requirements of the overall FMIC programme and micro-credential requirements.

Once signed off by your manager and supervisor, you will be awarded the Certificate of Achievement and gain recognised financial mentor status.

What is the provisional period?

This is when you embed the knowledge, skills, and strategies of financial mentoring into your practice while working with clients in a supported environment. Supervision is your journey with a trained supervisor.

The provisional period is 10 out the 16 credits of the FMIC micro-credential, which accounts for at least 100 hours of learning.

The aim of this process is to guide and support you to gain confidence in the role and meet the competency requirements prior to working with clients by yourself.

Your supervisor will support and guide you to embed the range of skills needed to ensure best practice in delivery. This is done within a reflective practice framework.

Reflective practice

Reflective practice is the ability to reflect on one’s actions so as to engage in a process of continuous learning.

Reflective practice considers:

  • what went well and why it went well, in sessions with clients, so these techniques and skills can be used again
  • what did not go well and why it didn’t go well, so you can make adaptations and changes to their service delivery.

In FMIC this is taught through reflective practice models by Gibbs and Kolb.

Community Heart

Community Heart is an online learning platform for the community sector. After being awarded the FMIC Certificate of Completion, provisional financial mentors get automatic access to the platform and are able to complete other modules in their own time.

FinCap uses Community Heart to deliver online training courses. Once you have access to Te Papa Hou, you will be able to take advantage of other scheduled learning opportunities.

Accessing Community Heart

You can only be registered onto the FinCap section of the platform through FinCap. Financial mentors will get an automated email from Community Heart with login details, instigated by the FinCap workforce development team.

When we issue the FMIC Certificate of Completion, we automatically hook the mentor on to Community Heart. If you have any difficulties initially getting access, please contact training@fincap.org.nz.

Te Papa Hou

We will also connect you to Te Papa Hou, FinCap’s knowledge base for financial mentors. Read more about getting access.

What to do if you lose your certificate

All programmes completed by participants through FinCap are recorded on our database. All participants receive certificates for each programme they complete including those on Community Heart which can be printed directly from the platform.

Those attending FMIC receive a certificate of completion on successful completion and a certificate of achievement on completing their provisional period. These certificates and other training information is held by FinCap. If you have lost your documents or want to know what you have completed, contact training@fincap.org.nz

Certificates for professional development not provided through FinCap should be kept on record with your service.