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: DSC Portfolio Office

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.

Course Code

Campus

Career

School

Learning Mode

Teaching Period(s)

BAFI5232C

City Campus

TAFE

365T Global, Urban and Social Studies

Face-to-Face

Term1 2016,
Term1 2017

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 five (5) units of competency:

  • CHCFIN001 Facilitate the financial counselling process
  • 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
  • CHCPRP003 Reflect on and improve own professional practice

These five units 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:

  • Case study scenarios and written responses
  • Research projects
  • WIL-based activities