Assessor Resource
CHCEDU006
Improve clients’ fundamental financial literacy skills
Assessment tool
Version 1.0
Issue Date: May 2024
This unit describes the skills and knowledge required to provide education for individual clients or groups to strengthen fundamental financial literacy skills in order to address identified needs, goals and priorities in relation to personal financial management.
This unit applies to workers in both health and community services sectors. Workers at this level will be 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)