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Evidence Guide: CHCEDU005 - Work with clients to identify financial literacy education needs

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

CHCEDU005 - Work with clients to identify financial literacy education needs

What evidence can you provide to prove your understanding of each of the following citeria?

Elements define the essential outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify roles and boundaries relevant to role of financial literacy education

  1. Identify and communicate the role and limits of a financial literacy educator with client
  2. Refer appropriately to specialist services according to clients priorities
Identify and communicate the role and limits of a financial literacy educator with client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Refer appropriately to specialist services according to clients priorities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify own values regarding money management

  1. Identify own values and attitudes in relation to money management
  2. Develop awareness of the influence of own attitudes to money management
  3. Discuss with supervisor methods of developing professional boundaries of own values and attitudes
Identify own values and attitudes in relation to money management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop awareness of the influence of own attitudes to money management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss with supervisor methods of developing professional boundaries of own values and attitudes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the values and attitudes of diverse client groups impacting on financial management

  1. Assist clients to identify influence of own values and attitudes towards money management
  2. Assist clients to identify their own money management styles
  3. Assist clients to identify any barriers to effective personal money management
  4. Identify the role of money for different client groups
  5. Work with client in a method that respects their values
  6. Ensure own values do not effect the working relationship
Assist clients to identify influence of own values and attitudes towards money management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist clients to identify their own money management styles

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist clients to identify any barriers to effective personal money management

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the role of money for different client groups

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Work with client in a method that respects their values

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure own values do not effect the working relationship

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Target financial literacy education to client needs

  1. . Identify specific needs of clients or target group in relation to financial literacy education
  2. Identify specific money management issues relating to different target groups
. Identify specific needs of clients or target group in relation to financial literacy education

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify specific money management issues relating to different target groups

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify roles and boundaries relevant to role of financial literacy education

1.1 Identify and communicate the role and limits of a financial literacy educator with client

1.2 Refer appropriately to specialist services according to clients priorities

2. Identify own values regarding money management

2.1 Identify own values and attitudes in relation to money management

2.2 Develop awareness of the influence of own attitudes to money management

2.3 Discuss with supervisor methods of developing professional boundaries of own values and attitudes

3. Identify the values and attitudes of diverse client groups impacting on financial management

3.1 Assist clients to identify influence of own values and attitudes towards money management

3.2 Assist clients to identify their own money management styles

3.3 Assist clients to identify any barriers to effective personal money management

3.4 Identify the role of money for different client groups

3.5 Work with client in a method that respects their values

3.6 Ensure own values do not effect the working relationship

4. Target financial literacy education to client needs

4.1. Identify specific needs of clients or target group in relation to financial literacy education

4.2 Identify specific money management issues relating to different target groups

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify roles and boundaries relevant to role of financial literacy education

1.1 Identify and communicate the role and limits of a financial literacy educator with client

1.2 Refer appropriately to specialist services according to clients priorities

2. Identify own values regarding money management

2.1 Identify own values and attitudes in relation to money management

2.2 Develop awareness of the influence of own attitudes to money management

2.3 Discuss with supervisor methods of developing professional boundaries of own values and attitudes

3. Identify the values and attitudes of diverse client groups impacting on financial management

3.1 Assist clients to identify influence of own values and attitudes towards money management

3.2 Assist clients to identify their own money management styles

3.3 Assist clients to identify any barriers to effective personal money management

3.4 Identify the role of money for different client groups

3.5 Work with client in a method that respects their values

3.6 Ensure own values do not effect the working relationship

4. Target financial literacy education to client needs

4.1. Identify specific needs of clients or target group in relation to financial literacy education

4.2 Identify specific money management issues relating to different target groups