Elements and Performance Criteria
- Elements define the essential outcomes
- Clarify client’s financial position
- Review and use client information to inform preparation of a statement of assets and liabilities for the client
- Work with the client to prepare a statement of income and expenditure in line with their immediate and ongoing financial situation
- Identify and clarify for the client the different elements of their financial position
- Develop and use advocacy and negotiation tools
- Develop written tools for use in advocacy and negotiation according to organisation protocol
- Identify and source existing standardised resources for use in advocacy
- Apply appropriate negotiation tools and techniques to advocate and negotiate on behalf of client
- Undertake telephone and face-to-face negotiations as required to meet and/or improve client’s financial position
- Obtain third party authority to act on behalf of client in appropriate format
- Collect and use appropriate documentation to support the advocacy process
- Collect and develop resources and provide to clients
- Use standard checklists to develop and review resource materials that contain relevant and current information
- Maintain currency and completeness of available resources
- Prepare resources as a basis for addressing duty of care requirements when undertaking financial counselling with clients
- Provide client with relevant, clear and targeted resource materials to inform and assist the client to improve their financial position
- Undertake research as a basis for preparing an information package on client issues for their later reference
- Ensure written materials are written in a succinct and clear way and are presented logically and sequentially to match third party needs with client objectives
- Ensure all written documentation produced addresses financial counselling sector standards and practices
- Clarify client’s financial position
- Review and use client information to inform preparation of a statement of assets and liabilities for the client
- Work with the client to prepare a statement of income and expenditure in line with their immediate and ongoing financial situation
- Identify and clarify for the client the different elements of their financial position