CMA Budget Coach Training
This course is aimed at those wishing to help people learn how to budget. It provides all the materials and training for you to be able to get alongside clients and those struggling to manage their money and enable them to draw up realistic budgets.
Description
The day enables you to be able to help clients/individuals understand about budgeting and the use of money and our day includes:
- Coaching people to budget
- Steps to a Budget
- Information gathering
- Irregular income and outgoings
- Budget statements
- What to do about debt
- Maximising income
- Opportunities and choices
- Negative budgets
- Using budgeting tools
- Bank accounts and systems for budgeting
- Reviewing budgets
Training manuals will be provided for each delegate in both pdf and hardcopy format.