Budgeting Skills for Money Guiders

Financial wellbeing is the sense of security and ease that comes with knowing you can pay your bills today, deal with the unexpected and that you’re on track for a healthy financial future.

Financial wellbeing matters because it’s hard to think clearly and make good decisions when you’re living under a cloud of money worries. Except… we’re continuing to live through a cost-of-living crisis and many people are struggling to keep up.

Do you know what helps? Talking it through and taking action. This is where Money Guiders excel at helping their clients.

January comes with a ‘fresh start’ effect – when people feel more motivated and excited at the start of something new, like the new year, birthdays, new term etcetera.

Let’s take advantage of January’s fresh start effect and brush up on our budgeting basics and new tools and ways of working so Money Guiders can confidently help their clients manage their money.

A budget is a simple, practical and powerful tool that can help people move from where they are now to where they want to be. This session is designed to help Money Guiders confidently help their clients to bridge this gap.

Who is this session for?

Money guidance practitioners in the third, community, and public benefit sectors–if you’re a volunteer or member of staff and talk to people about money in your role, this session is for people like you!

Anyone supporting others with money-related conversations working directly with customers or in a role that shapes service delivery such as health and social care, domestic abuse services, financial wellbeing, community roles, education, safeguarding, housing, and other frontline or advisory positions.

What to Expect

This is an interactive online training session. This may include polls, quizzes and breakout rooms, aimed at enhancing the learning experience for everyone – yourself, your fellow attendees and the host. Please ensure you show up fully focussed and ready to interact with the host and other attendees for the duration of this training session. It helps the host to see who they’re working with. To help with this, we encourage cameras on, where possible.

Topics Delivered

• The link between budgeting and financial wellbeing
• How to budget
• Common and popular budgeting tools
• The importance of a motivational budget – one that people want to stick to.
• Applying a coaching lens to engage your clients with budgeting.

Facilitator Information

Talia Loderick is a Money Coach, based in Cardiff, Wales, UK. Talia calls her money coaching practice TLC because when she realised the acronym for Tender Loving Care also stands for Talia Loderick Coaching, she almost swooned with joy. Because who doesn’t need a dose of TLC from time to time? Rhetorical question – we all do. Talia offers 121 coaching designed to help people understand and take control of their behaviour with money. Talia delivers financial wellbeing sessions for teams, organisations and community groups because, well, we’re never done learning. Talia writes a money column for The Independent newspaper. 💛 Connect with Talia! LinkedIn | Instagram | Website | Newsletter.

Money Guiders Competency Framework

Technical Domains: Budgeting and Cashflow, Knowing your Customer

Accessibility
We are committed to making this event accessible to everyone. If you have any accessibility requirements, please let us know using the form fields when registering or email us at money.guiders.wales@maps.org.uk

About Money Guiders

Money Guiders is a free self-development programme designed to help money guidance practitioners improve their knowledge, skills, and confidence. Provided by the Money and Pensions Service, it's aimed at staff and volunteers working in the third, community and public sectors. With over 20 hours of e-learning, hundreds of events on offer and a community of practice at your side, this free programme will help you to help others.

Join the Money Guiders Community
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👉 Register for the Money Guiders Community today!