Assessor Resource

CHCFIN009
Provide financial counselling and systemic advocacy within a social justice framework

Assessment tool

Version 1.0
Issue Date: May 2024


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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:

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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.
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 the principles underpinning a social justice framework. 
Identify characteristics of systemic issues discovered from financial counselling casework. 
Interpret systemic issues that impact on the complex needs of clients. 
Provide financial counselling services within a social justice framework. 
Apply agency approach to systemic advocacy according to organisational policies and procedures. 
Identify issues in individual case work and other sources that may be the result of systemic issues. 
Inform clients about systemic issues, the impact they may be having and options for recourse, including submitting complaints and provide opportunities for clients to participate in systemic advocacy. 
Keep records and case notes with view to using them for systemic advocacy. 
Request consent from client to take systemic action involving complaints on their behalf. 
Write case studies to contribute to systemic advocacy. 
Identify the target audience for the evidence of systemic change. 
Identify sources to stay informed about current and emerging systemic issues. 
Research existing systemic advocacy relevant to the financial counselling sector. 
Engage with financial counselling peak bodies, and other key stakeholders and regulators. 
Participate in roundtables, working groups and other key groups that effect change. 
Document outcomes according to organisational policies and procedures. 

Forms

Assessment Cover Sheet

CHCFIN009 - Provide financial counselling and systemic advocacy within a social justice framework
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

CHCFIN009 - Provide financial counselling and systemic advocacy within a social justice framework

Student name:

Student ID:

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

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: