TUWC Academy · Coming soon
Wealth Creation & Expansion Facilitator Training
Facilitate grounded exploration of skills, resources and possible wealth pathways, helping learners design small experiments and consider trade-offs without promising financial results.
6 proposed modules · 18 lessons · Facilitator training
This training is being developed. Enrolment is not open. Dates, fees and final course requirements will be published before bookings begin.
Who this training is for.
Experienced TUWC facilitators preparing to guide wealth-pathway reflection within an educational role.
What you’ll learn to do.
- Set a clear educational purpose for wealth reflection.
- Help learners notice skills and resources without assuming availability.
- Compare possibilities without prescribing a financial decision.
- Turn a possibility into a bounded learning activity.
- Support learning without pressure, shame or sales promises.
- Demonstrate a bounded wealth-learning conversation.
Your proposed learning journey
Six modules. Space to learn and practise.
Explore the planned lessons and practical work below. The curriculum will be reviewed before enrolment opens.
Module 1
Wealth education and professional limits
Set a clear educational purpose for wealth reflection.
- Personal meanings of wealth
- Education and individual advice
- Honest outcome language
Put it into practice
Sort fictional participant requests into general reflection and requests for qualified professional advice.
Module 2
Mapping existing resources
Help learners notice skills and resources without assuming availability.
- Skills and experience
- Resources and constraints
- Assumptions and missing information
Put it into practice
Create a fictional resource map covering skills, experience, networks, time and practical constraints.
Module 3
Exploring possible pathways
Compare possibilities without prescribing a financial decision.
- Generating possibilities
- Trade-offs and uncertainty
- Questions for qualified advisers
Put it into practice
Build a simple comparison of fictional work or enterprise options using interests, effort, uncertainty and support needs.
Module 4
Designing small experiments
Turn a possibility into a bounded learning activity.
- Testing an assumption
- Setting boundaries for an experiment
- Reviewing what happened
Put it into practice
Design a low-cost fictional experiment with a learning question, agreed limits and a review point.
Module 5
Facilitating expansion reflection
Support learning without pressure, shame or sales promises.
- Responding to requests for certainty
- Avoiding comparison and blame
- Professional support and scope
Put it into practice
Role-play a conversation where a learner wants certainty and another reports a disappointing experiment.
Module 6
Practice and ethical review
Demonstrate a bounded wealth-learning conversation.
- Observed pathway reflection
- Reviewing claims and assumptions
- Portfolio and development
Put it into practice
Submit a resource map, an experiment plan and an observed fictional facilitation segment.
How the learning will work.
Before you begin.
Proposed entry: TUWC Foundations or equivalent, relevant consumer curriculum and reviewed facilitation experience. The underlying methodology needs review before launch.
Learning and practice.
Delivery format, schedule and supervised practice arrangements are being developed and will be published before enrolment.
Planned activities use fictional examples, private reflection and optional practice with consenting peers.
Putting it together.
Proposed evidence: a scope and consent statement, practical work from the modules, an observed fictional peer exercise, a reflective portfolio and a development plan. Final criteria, assessor arrangements, practice hours and completion wording will be confirmed before enrolment.
A clear scope.
General education and reflection, with clear separation from individual investment, tax, legal, credit or financial advice. No income or wealth result is promised.
Any completion award, TUWC delivery permissions or external recognition will be clearly stated before enrolment.
Something to take with you
Create a practical takeaway.
An educational opportunity-comparison exercise with assumptions, risks, uncertainty and questions requiring qualified financial advice.
You will build this through reflection and small practice tasks. It is something you can adapt, return to and use beyond the course.
Your learning resources
More than lessons to watch.
The planned course kit supports reflection, practice and integration. Course-specific workbook drafts are being prepared for review; student downloads will become available with the released course.
Your course workbook
A course-specific draft with a starting reflection, 6 module worksheets, 18 lesson practice prompts and a closing review.
Module practice worksheets
A printable worksheet for each module, bringing the lesson ideas into examples, decisions and small practices. These are included in the workbook.
Your personal takeaway
An educational opportunity-comparison exercise with assumptions, risks, uncertainty and questions requiring qualified financial advice.
Reflection and integration plan
A before-and-after check-in, a manageable practice plan and a review of what helped, what changed and where more support is needed.
Practice portfolio prompts
Fictional-case reflection, consent and scope questions, and space to identify supervision or assessment needs. Final professional requirements are still being defined.
Find your place in the training pathway.
Explore the shared foundations, specialist training and supervised practice being developed across the Academy.