Assessor Resource
CHCFLE302A
Educate clients in fundamental financial literacy skills
Assessment tool
Version 1.0
Issue Date: April 2024
This unit is designed for application by workers in the community sector who may need to provide basic financial literacy education for client groups
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
This unit describes the skills and knowledge required to provide education for clients in fundamental financial literacy skills, such as preparing and using a budget to address identified goals and priorities
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)