Course Title: Facilitate the financial counselling process
Part A: Course Overview
Program: C5334 Diploma of Community Services (Financial counselling)
Course Title: Facilitate the financial counselling process
Portfolio: DSC Portfolio Office
Nominal Hours: 55
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.Terms
Course Code |
Campus |
Career |
School |
Learning Mode |
Teaching Period(s) |
BAFI5208C |
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: |
CHCFIN502A Facilitate the financial counselling process |
Elements: |
E1. Respond to initial client contact 1.1 Obtain informed consent from client to enter into a financial counselling process E2. Assess client's financial situation 2.1 Collect information on client's financial situation including relevant personal issues E3. Discuss options with the client 3.1 Work with the client to establish a list of concerns E4. Develop action plan in partnership with client 4.1 Work with the client to prioritise areas for action immediately and in the longer term
E5. Provide and evaluate ongoing support 5.1 Ask client about their interest in ongoing support E6. Maintain client records as required in a financial counselling agency 6.1 Implement processes to keep accurate records of financial counselling sessions in accordance with organisation and privacy requirements E7. Participate in reflective practice processes 7.1 Implement professional supervision in accordance with organisation policy and procedures |
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