Assessor Resource

CHCEDU005
Work with clients to identify financial literacy education needs

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to work in the community and health sector with target groups and individuals to identify their financial literacy education requirements.

This unit applies to workers who are part of a professional team and under the guidance of a supervisor.

Financial literacy education provides targeted information and resources to meet particular client needs.

Acquisition of financial literacy education competencies alone does not provide sufficient foundation to undertake complex financial literacy education or financial counselling.

Where financial issues have the potential to become complex, clients should be referred to a qualified financial counsellor.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify roles and boundaries relevant to role of financial literacy education

1.1 Identify and communicate the role and limits of a financial literacy educator with client

1.2 Refer appropriately to specialist services according to clients priorities

2. Identify own values regarding money management

2.1 Identify own values and attitudes in relation to money management

2.2 Develop awareness of the influence of own attitudes to money management

2.3 Discuss with supervisor methods of developing professional boundaries of own values and attitudes

3. Identify the values and attitudes of diverse client groups impacting on financial management

3.1 Assist clients to identify influence of own values and attitudes towards money management

3.2 Assist clients to identify their own money management styles

3.3 Assist clients to identify any barriers to effective personal money management

3.4 Identify the role of money for different client groups

3.5 Work with client in a method that respects their values

3.6 Ensure own values do not effect the working relationship

4. Target financial literacy education to client needs

4.1. Identify specific needs of clients or target group in relation to financial literacy education

4.2 Identify specific money management issues relating to different target groups

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify roles and boundaries relevant to role of financial literacy education

1.1 Identify and communicate the role and limits of a financial literacy educator with client

1.2 Refer appropriately to specialist services according to clients priorities

2. Identify own values regarding money management

2.1 Identify own values and attitudes in relation to money management

2.2 Develop awareness of the influence of own attitudes to money management

2.3 Discuss with supervisor methods of developing professional boundaries of own values and attitudes

3. Identify the values and attitudes of diverse client groups impacting on financial management

3.1 Assist clients to identify influence of own values and attitudes towards money management

3.2 Assist clients to identify their own money management styles

3.3 Assist clients to identify any barriers to effective personal money management

3.4 Identify the role of money for different client groups

3.5 Work with client in a method that respects their values

3.6 Ensure own values do not effect the working relationship

4. Target financial literacy education to client needs

4.1. Identify specific needs of clients or target group in relation to financial literacy education

4.2 Identify specific money management issues relating to different target groups

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
 
Identify and communicate the role and limits of a financial literacy educator with client 
Refer appropriately to specialist services according to clients priorities 
Identify own values and attitudes in relation to money management 
Develop awareness of the influence of own attitudes to money management 
Discuss with supervisor methods of developing professional boundaries of own values and attitudes 
Assist clients to identify influence of own values and attitudes towards money management 
Assist clients to identify their own money management styles 
Assist clients to identify any barriers to effective personal money management 
Identify the role of money for different client groups 
Work with client in a method that respects their values 
Ensure own values do not effect the working relationship 
. Identify specific needs of clients or target group in relation to financial literacy education 
Identify specific money management issues relating to different target groups 

Forms

Assessment Cover Sheet

CHCEDU005 - Work with clients to identify financial literacy education needs
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Assessment Record Sheet

CHCEDU005 - Work with clients to identify financial literacy education needs

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Assessment task 1: [title] Result: Competent Not yet competent

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Overall assessment result: Competent Not yet competent

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