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 scope of practice of the financial counsellor working with a small business client.
Apply financial counselling professional practice frameworks to small business owners.
Assist small businesses to manage debts and financial stress.
Explain purpose and structure of initial consultation.
Analyse small business information to determine suitability for financial counselling.
Identify and address any conflicts of interest.
Determine if the client with a small business is within scope of service.
Use secondary consultations and referral where matters are beyond the scope of the role.
Work with client to identify current small business structure.
Determine the tax status of the business and implications for the business.
Identify legal and operational requirements that may impact on the current financial position of the business.
Identify information the client may need to provide.
Access and interpret available financial data about current financial position of the small business.
Work with client to identify and retrieve financial data that is missing or incomplete.
Use available financial data to determine if the business is at risk of not being able to pay its debts and obligations.
Determine to what extent client personal financial situation is directly linked to small business.
Provide client with information and advice regarding the financial position of the small business, within scope of own job role.
Provide client with information and advice regarding the impact of the business on their personal financial position.
Identify options available to the client, based on analysis of available financial information and position of the business, including how insolvency processes work and closing the business.
Identify and assist client to access external small business advice and support options.

Assessment Cover Sheet

CHCFIN010 - Apply basic concepts of small business to 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

CHCFIN010 - Apply basic concepts of small business to 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: