Course Title: Identify and apply technical information to assist clients with financial issues
Part B: Course Detail
Teaching Period: Term1 2016
Course Code: BAFI5207C
Course Title: Identify and apply technical information to assist clients with financial issues
School: 365T Global, Urban and Social Studies
Campus: City Campus
Program: C5334 - Diploma of Community Services (Financial counselling)
Course Contact: Jo Wallwork
Course Contact Phone: +61 3 9925 3983
Course Contact Email: mary-josephine.wallwork@rmit.edu.au
Name and Contact Details of All Other Relevant Staff
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.
Pre-requisites and Co-requisites
None.
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.
National Codes, Titles, Elements and Performance Criteria
National Element Code & Title: |
CHCFIN501A Identify and apply technical information to assist clients with financial issues |
Element: |
E1. Review client income sources 1.1 Review available information about client income |
Performance Criteria: |
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 |
Element: |
E2. Ensure client is receiving appropriate information regarding living expenses 2.1 Review and document client's approach to managing living expenses |
Performance Criteria: |
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 |
Element: |
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 |
Performance Criteria: |
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 |
Element: |
E4. Identify types of debt presented by client 4.1 Review contracts and associated documentation to clarify validity of client debt |
Performance Criteria: |
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 |
Element: |
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 |
Performance Criteria: |
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 |
Element: |
E6. Identify appropriate referral and support services 6.1 Apply knowledge of referral and support services available to each client |
Performance Criteria: |
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.
Details of Learning Activities
In-class activities:
- Group discussion
- Industry speakers
- Teacher directed group activities/projects
- Class exercises to review discussions/lectures
Out-of-class activities:
- Independent project-based work
- Online and other research
- Independent study
Teaching Schedule
Please note: While your teacher will cover all the material in this schedule, the weekly order is subject to change depending on class needs and availability of speakers and resources. | |||
Workshop |
Content |
Assessment due |
Units of competency addressed |
1
|
|
Assessment 1 Part A Due: 13 April 2016 |
|
2
|
Expectations of the client / worker relationship |
|
|
3 |
|
Assessment 1 Part B Due: 9 May 2016 |
CHCFIN001 E1. E2. E3. |
4 |
|
|
CHCFIN001 E4. E5. E6. E7. |
5 |
|
Assessment 3 Part A Due: 29 June 2016 |
CHCFIN002 E1. E2. E3. |
6 |
|
|
CHCFIN002 E1. E2. E3. |
7 |
|
Assessment 3 Part B Due: 13 July |
CHCFIN002 E4. E5. E6. |
8 |
|
|
CHCFIN002 E4. E5. E6. |
9 |
|
Assessment 4 Due 24 August 2016 |
CHCFIN003 E1. E2. E3. |
10 |
|
|
CHCLEG002 E1. E2. E3. E4. |
11 |
|
Assessment 5 Due: 3 November 2016
|
CHCLEG002 E1. E2. E3. E4. |
12 |
Student presentations of projects relating to research into a prominent financial counselling issues |
Assessment 6 In-class presentation |
CHCLEG002 E1. E2. E3. E4. |
13 |
Student presentations of projects relating to research into a prominent financial counselling issues |
Assessment 6 In-class presentation |
CHCLEG002 E1. E2. E3. E4. |
14 |
Overview of clustered units |
Assessment 6 In-class presentation |
CHCFIN001 CHCFIN002 CHCFIN003 CHCLEG002 |
15 |
Overview of clustered units |
Assessment 6 In-class presentation |
CHCFIN001 CHCFIN002 CHCFIN003 CHCLEG002 |
Learning Resources
Prescribed Texts
References
Other Resources
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
Assessment Tasks
Assessment Task 1: Case studies and written activities
Due date: Part A 13 April 2016 and Part B 9 May 2016
Assessment Task 2: Case studies and written activities
Due date: 15 June 2016
Assessment Task 3: Case studies and written activities
Due date: Part A 29 June 2016 and Part B 13 July 2016
Assessment Task 4: Case studies and written activities
Due date: 24 August 2016
Assessment Task 5: Case studies and written activities
Due date: 3 November 2016
Assessment Task 6: Research project and presentation
Due date: October/November
Assessment Matrix
The assessment matrix demonstrates alignment of assessment tasks with the relevant unit of competency. These matrices are available through Program Administration.
Other Information
Please refer to the RMIT student page for extensive information about study support, assessment, extensions, appeals and a range of other matters: http://www1.rmit.edu.au/students
Course Overview: Access Course Overview