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
Assess the validity and status of each debt.
Assess the client's financial capacity to pay valid debts.
Assess the impact of any debt recovery processes on the client.
Work with client to assess highest priority debts or most significant financial stresses.
Identify complex financial issues that are systemic.
Discuss identified legal and consumer protection issues to highlight key areas that may require action.
Assess if the client needs information, advice, referral or representation.
Respond to any identified risks.
Share relevant information with client about any identified risks and their relationships with finances.
Adjust practice to mitigate personal and financial risks identified.
Provide relevant referral information and support if required by the client.
Identify and inform client of potential for additional or different income sources or entitlements to improve their financial situation.
Identify and discuss client’s legal rights and responsibilities in relation to each debt and overall financial situation.
Apply relevant legislation, regulation, codes and guidelines to client situation.
Provide advice to the client by assessing the consequences of workable strategies.
Adjust practice to respond to clients with complex needs.
Identify the need for additional support services and refer the client with their consent when necessary.
Write and maintain a case plan which identifies issues to be addressed, including financial issues or capability matters, that sets out the client and financial counsellor roles, strategies and responsibilities.
Identify and use tools to provide advice to a client about insolvency.
Develop actions for the client.
Communicate information in a manner that responds to the emotional state of the client.
Observe boundaries with clients.
Maintain a transparent and collaborative working relationship with the client based on respect and self-determination.
Implement self-care processes to manage trauma related to client experience.
Explain what is involved if the financial counsellor will be acting for the client.
Work with the client to identify areas where they want to take action.
Obtain a third-party authority to act for the client using principles of informed consent.
Collect and use appropriate documentation required to represent the client.
Identify, use and adapt standard financial counselling sector tools and templates.
Apply appropriate negotiation tools and techniques with creditors, government agencies and others to agree arrangements on behalf of the client to improve the client's financial position.
Take action to assist the client to improve their financial position.

Assessment Cover Sheet

CHCFIN007 - Provide advice, counselling and representation to financial counselling clients

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

CHCFIN007 - Provide advice, counselling and representation to financial counselling clients

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: