Course Title: Identify and apply technical information to assist clients with financial issues
Part B: Course Detail
Teaching Period: Term1 2016
Course Code: BAFI5233C
Course Title: Identify and apply technical information to assist clients with financial issues
School: 365T Global, Urban and Social Studies
Campus: City Campus
Program: C5360 - Diploma of 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: 80
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 course describes the skills and knowledge required to identify and interpret specific legislation and regulations to support client service and broader work practice. The skills and knowledge developed during this course will support 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 four (4) other courses:
- CHCFIN001 Facilitate the financial counselling process
- 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 courses are delivered and assessed together.
National Codes, Titles, Elements and Performance Criteria
National Element Code & Title: |
CHCFIN002 Identify and apply technical information to assist clients with financial issues |
Element: |
E1. Review client income sources |
Performance Criteria: |
1.1 Source and review available information about client income 1.2 Identify potential income sources and entitlements for client 1.3 Identify and 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 |
Performance Criteria: |
2.1 Assist the client to review and document their approach to managing living expenses 2.2 Identify client’s options and rights for managing living expenses 2.3 Provide additional information to address gaps in client knowledge about living expenses and available support |
Element: |
E3. Facilitate client understanding of consumer protections and their legal rights |
Performance Criteria: |
3.1 Clarify client’s understanding of their rights regarding 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 to address gaps in client knowledge about their rights in relevant legal and consumer protection areas 3.4 Identify and provide appropriate opportunities for referral where required |
Element: |
E4. Evaluate types of debt presented by client |
Performance Criteria: |
4.1 Review contracts and associated documentation to clarify validity of client debt 4.2 Review areas of client debt and seek further information to clarify types of debt and the stage of the debt 4.3 Provide information to assist client to understand the implications of different types of debt that may be impacting on them |
Element: |
E5. Identify options in regard to debt and debt recovery |
Performance Criteria: |
5.1 Identify impact of debt and debt recovery processes on client and their financial situation 5.2 Review a range of options relevant to debt and debt recovery and identify potential consequences in relation to the client and their financial situation 5.3 Identify appropriate strategies for debt management to address client’s particular situation |
Element: |
E6. Identify appropriate referral and support services |
Performance Criteria: |
6.1 Proactively identify and assess type of support services needed by client based on analysis of financial information 6.2 Provide current and accurate information about, and refer client to, services 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 questions
- Knowledge questions
- Research projects
- Simulated activities such as role play activities
- the 220-hour work placement
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