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

Assessment task 1: [title]      Due date:

(add new lines for each of the 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 financial counsellor scope of role and apply to client situation.
Explain purpose and structure of the intake process.
Analyse client information to determine suitability for financial counselling.
Identify and address any conflicts of interest.
Clarify client expectations to ensure the client understanding of the financial counselling process.
Identify the information the client may need to bring with them, or have available, for an appointment with a financial counsellor.
Build rapport with the client.
Explain what a financial counsellor does.
Explain the client agreement and obtain informed consent from client.
Explain the client’s right to confidentiality and privacy and limitations.
Explain the rights and responsibilities of the agency.
Use a strengths-based approach to understand all factors and risks that may impact on the client situation.
Implement screening and risk assessment processes.
Respond to identified risk.
Support client to identify their primary concerns in relation to the presenting issues and to prioritise concerns on which to work.
Source and review available information about client income and expenses.
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 financial position.
Collect information on each debt, including whether the debt is legally owed.
Examine and analyse the information with the client to identify areas for further investigation and clarify status of debts.
Establish if the client has complex needs.
Identify how the client's complex needs have impacted on their decision making.
Identify how complex needs impact the client's financial position.
Adjust practice to mitigate personal and financial risks identified.
Support clients to improve their financial capability by using an approach that focuses on their strengths.
Assist the client to review and document their approach to managing living expenses.
Provide additional information to support the client in managing living expenses.
Provide information to address any gaps in the client’s knowledge about their financial and consumer protection rights.
Provide information to assist client to understand key aspects of their financial position and impact of debt.
Communicate information in a manner that responds to the emotional state of the client.
Establish and observe boundaries with clients.
Implement self-care processes to manage trauma related to client experience.
Identify areas for ongoing support and opportunities for specialist referral to other agencies or professionals.
Proactively identify and explain support services available to the client.
Make an appropriate referral with client consent if client need is identified as outside scope of own work role.
Seek advice or secondary consultation if necessary.

Assessment Cover Sheet

CHCFIN006 - Establish the financial counselling relationship

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

CHCFIN006 - Establish the financial counselling relationship

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: