Course Title: Facilitate the financial counselling process

Part A: Course Overview

Program: C5360 Diploma of Financial Counselling

Course Title: Facilitate the financial counselling process

Portfolio: Vocational Education

Nominal Hours: 85

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.

Important Information:

Please note that this course may have compulsory in-person attendance requirements for some teaching activities.  

To participate in any RMIT course in-person activities or assessment, you will need to comply with RMIT vaccination requirements which are applicable during the duration of the course. This RMIT requirement includes being vaccinated against COVID-19 or holding a valid medical exemption.  

Please read this RMIT Enrolment Procedure as it has important information regarding COVID vaccination and your study at RMIT: https://policies.rmit.edu.au/document/view.php?id=209.  

Please read the Student website for additional requirements of in-person attendance: https://www.rmit.edu.au/covid/coming-to-campus  

  

Please check your Canvas course shell closer to when the course starts to see if this course requires mandatory in-person attendance. The delivery method of the course might have to change quickly in response to changes in the local state/national directive regarding in-person course attendance.  

Terms

Course Code	Campus	Career	School	Learning Mode	Teaching Period(s)
BAFI5232C	City Campus	TAFE	365T Global, Urban and Social Studies	Face-to-Face	Term1 2018, Term1 2019
BAFI5232C	City Campus	TAFE	375T Vocational Design and Social Context	Face-to-Face or Internet	Term1 2020, Term1 2021
BAFI5232C	City Campus	TAFE	535T Social Care and Health	Face-to-Face or Internet	Term1 2022

Course Contact: Jo Wallwork

Course Contact Phone: +61 3 9925 3983

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

Course Description

This course 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 is clustered with three (3) other courses:

• CHCFIN002 Identify and apply technical information to assist clients with financial issues
• CHCFIN003 Develop and use financial counselling tools and techniques
• CHCLEG002 Interpret and use legal information

These four courses are delivered and assessed together.

Pre-requisite Courses and Assumed Knowledge and Capabilities

None.

National Competency Codes and Titles

National Element Code & Title:	CHCFIN001 Facilitate the financial counselling process
Elements:	E1. Respond to initial client contact E2. Assess client's financial situation E3. Discuss options with the client E4. Develop an action plan in partnership with client E5. Provide and evaluate ongoing support E6. Maintain client records as required in a financial counselling agency E7. Reflect on practice

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:

• Knowledge Questions
• 220-hour work placement in a financial counselling service