4. TRAINING INSTRUCTIONS FOR TRAINERS

Course Content
1. INTRODUCTION TO THE TOPIC
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2. LEARNING OBJECTIVES
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1. MODULE ASSESSMENT
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Development of the training course and training materials
About Lesson

5.1 Exploitation of the practical activities given in the module under the trainer perspective

As a trainer tasked with leading these financial workshops, it’s vital to focus not just on delivering content, but also on ensuring that the participants actively engage with the materials and concepts presented. Here’s how you can exploit the activities described under your role as a trainer:

For the “Reflect and Analyze” Activity:

Preparation:

  • Ensure you are well-versed with the SWOT analysis framework and its relevance to personal financial management. This will allow you to provide clear and concise explanations.
  • Prepare examples of financial SWOT analysis to illustrate how strengths, weaknesses, opportunities, and threats can be identified in personal finances.

During the Workshop:

  • Begin with a compelling introduction to financial stability, using relatable scenarios or statistics to highlight its importance.
  • When explaining the SWOT template, use clear, jargon-free language. Visual aids can be very effective here, so consider using a slide or handout that outlines each component of the SWOT analysis.
  • Encourage participants to think deeply about their financial habits and decisions as they fill out the SWOT template. Provide prompts or questions that stimulate thinking, such as “What financial habits are you most proud of?” or “What external economic factors could threaten your personal savings plan?”

Reflection and Interaction:

  • After participants complete their SWOT analysis, facilitate a group discussion that allows participants to share insights and learn from each other’s experiences and perspectives.
  • Provide feedback and practical advice tailored to the common themes or issues that emerge during the discussion.

For the “Financial Health Check-Up Workshop”:

Preparation:

  • Make sure all technical aspects are sorted if the workshop is being held online. This includes a reliable platform for video conferencing, ways to share screens for presentations, and ensuring that all participants have access to digital templates and resources.
  • Familiarize yourself with each step of the financial assessment process so you can confidently assist participants during the group activity phase.

During the Workshop:

  • Utilize the introduction to set a welcoming tone and outline the goals and structure of the session. Emphasize the tangible benefits of conducting a financial health check-up.
  • During the overview, explain each step of the financial assessment with the help of examples or case studies that make the information relatable and understandable.
  • In the group activity, be active in moving from group to group (or breakout room to breakout room, if online), providing guidance and encouraging collaboration.

Group Presentations and Discussion:

  • Ensure that each group has the chance to present their findings and encourage other participants to ask questions and offer feedback. This not only enhances learning but also builds community within the group.
  • As the trainer, provide summary insights and highlight best practices that emerged during the presentations to reinforce learning.

For the “Create Your Own Financial Plan” Activity:

Preparation:

  • Choose the right financial planning template that is comprehensive yet simple enough for beginners to understand. Be ready to provide alternatives for different financial situations (e.g., different templates for singles, families, retirees).

During the Workshop:

  • Guide participants through the financial planning template step-by-step, explaining key components like budgeting, savings goals, and debt management.
  • Provide personalized guidance where possible, helping participants tailor the template to their individual financial situations.

Reflection and Feedback:

  • The reflection phase is crucial. Ask participants to consider how the exercise applied to their personal circumstances and what steps they can realistically implement.
  • Gather feedback on the template’s usability and applicability to daily life, which can be invaluable for refining future workshops.

General Tips:

  • Always maintain an encouraging and non-judgmental tone.
  • Be prepared to provide additional resources or direction for those who may need more help beyond the workshop.
  • Follow up with participants, if possible, to see how they have applied what they learned.

By adopting these strategies, you ensure that your workshops not only convey important financial concepts but also actively engage participants in a way that promotes real and lasting financial behavior change.

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