Course Title: Identify and apply technical information to assist clients with financial issues

Part A: Course Overview

Program: C5334 Diploma of Community Services (Financial counselling)

Course Title: Identify and apply technical information to assist clients with financial issues

Portfolio: DSC Portfolio Office

Nominal Hours: 60

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Course Code

Campus

Career

School

Learning Mode

Teaching Period(s)

BAFI5207C

City Campus

TAFE

365T Global, Urban and Social Studies

Face-to-Face

Term1 2016

Course Contact: Jo Wallwork

Course Contact Phone: +61 3 9925 3983

Course Contact Email: mary-josephine.wallwork@rmit.edu.au



Course Description

 

This unit describes the skills and knowledge required to assess and respond to the immediate and ongoing needs of clients in the context of a strengths-based and client-focused financial counselling model.

This course addresses four (4) units of competency:

  • CHCFIN501A Facilitate the financial counselling process
  • CHCFIN502A Identify and apply technical information to assist clients with financial issues
  • CHCFIN503A Develop and use financial counselling tools and techniques
  • CHCLEG411A Use relevant legislation in response to client needs

These four units are delivered and assessed together.

 

Pre-requisite Courses and Assumed Knowledge and Capabilities

None.



National Competency Codes and Titles

National Element Code & Title:

CHCFIN501A Identify and apply technical information to assist clients with financial issues

Elements:

E1. Review client income sources

1.1 Review available information about client income
1.2 Identify potential income sources and entitlements for client
1.3 Inform client of potential for additional or different income sources or entitlements to improve their financial situation
 

E2. Ensure client is receiving appropriate information regarding living expenses

2.1 Review and document client's approach to managing living expenses
2.2 Identify client's options and rights for managing living expenses
2.3 Provide additional information as required to address gaps in client knowledge re living expenses and available support
 

E3. Ensure client understands their rights in respect to legal and consumer protection

3.1 Clarify client's understanding of their rights re legal and consumer protection
3.2 Discuss identified legal and consumer protection issues to highlight key areas that may require action
3.3 Provide additional information as required to address gaps in client knowledge about their rights in relevant legal and consumer protection areas
 

E4. Identify types of debt presented by client

4.1 Review contracts and associated documentation to clarify validity of client debt
4.2 Review available information about areas of client debt and seek further information as required to clarify types of debt held for each client
4.2 Provide information as required to assist client to understand the implications of different types of debt involved
 

E5. Identify options in regard to debt and debt recovery

5.1 Identify impact of debt and debt recovery processes on client's financial situation
5.2 Review a range of options relevant to debt and debt recovery and identify potential consequences in relation to client's financial situation
5.3 Identify appropriate strategies for debt and debt recovery to address client's particular financial situation
 

E6. Identify appropriate referral and support services

6.1 Apply knowledge of referral and support services available to each client
6.2 Provide relevant and accurate information to the client about services available to address client needs
 


Learning Outcomes

 

On successful completion of this course you will have developed and applied the skills and knowledge required to demonstrate competency in the above elements. By applying these skills and this knowledge, you will be able to analyse and use technical and legal information and develop the appropriate written tools and resources to assist individuals to understand their rights and make informed decisions about financial issues within the context of a strengths-based and client-focused financial counselling model.


Overview of Assessment

 

Your knowledge and understanding of course content is assessed through:

  • Case study scenarios and written responses
  • Research projects
  • Presentations
  • Construction of client files