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
Apply understanding of national professional supervision requirements.
Apply understanding of professional development activities required to meet State peak body and organisational requirements.
Maintain knowledge of current industry information and best practice in financial counselling and use in professional practice.
Maintain currency and completeness of available resources.
Interpret and implement the Australian Financial Counselling Code of Ethical Practice and the Agency Practice Standards.
Identify the role of financial counselling peak bodies.
Undertake regular reviews of all aspects of the client case plan including contact with and response from creditors.
Undertake research into issues arising from case work as needed, including legal frameworks, industry policies and complex client needs.
Write letters for representation and advocacy.
Use financial counselling sector resources.
Review structure and function of a client case file and associated requirements.
Ensure all written documentation produced is in line with financial counselling sector standards and practices.
Create case notes for each client and creditor interaction, taking into account professional and legal requirements.
Use record keeping processes to monitor creditor response times and other key dates, such as limitation periods.
Maintain confidentiality of records in accordance with professional and legal requirements.
Prepare and maintain statistical records.
Maintain and document regular contact with the client to ensure the client remains informed about progress.
Document potential structural or systemic issues based on client experiences.
Work with the client to devise an exit strategy.
Terminate the financial counselling process in line with organisational procedures and professional role requirements.
Secure client records for storage, archiving and destruction as per organisation and privacy requirements.

Assessment Cover Sheet

CHCFIN008 - Apply professional standards in financial counselling

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

CHCFIN008 - Apply professional standards in financial counselling

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: