Course Title: Develop and use financial counselling tools and techniques
Part A: Course Overview
Program: C5334 Diploma of Community Services (Financial counselling)
Course Title: Develop and use financial counselling tools and techniques
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) |
BAFI5209C |
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: |
CHCFIN503A Develop and use financial counselling tools and techniques |
Elements: |
E1. Clarify client's financial position 1.1 Use available information to prepare a statement of assets and liabilities for the client E2. Develop and use advocacy and negotiation tools 2.1 Develop written tools for use in advocacy and negotiation E3. Collect and develop resources to assist and inform clients 3.1 Use standard checklists to develop and review resource materials that contain relevant and current information E4. Provide client with relevant resources 4.1 Provide client with relevant, clear and targeted resource materials to inform and assist the client to improve their financial position E5. Produce quality written materials to assist client outcomes 5.1 Ensure writing is succinct and clear and presented in a logical and sequential way to match third party needs with client objectives |
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