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Evidence Guide: CHCFIN006 - Establish the financial counselling relationship

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

 

CHCFIN006 - Establish the financial counselling relationship

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

Assess suitability for financial counselling services.

  1. Identify the financial counsellor scope of role and apply to client situation.
  2. Explain purpose and structure of the intake process.
  3. Analyse client information to determine suitability for financial counselling.
  4. Identify and address any conflicts of interest.
  5. Clarify client expectations to ensure the client understanding of the financial counselling process.
  6. Identify the information the client may need to bring with them, or have available, for an appointment with a financial counsellor.
Identify the financial counsellor scope of role and apply to client situation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explain purpose and structure of the intake process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse client information to determine suitability for financial counselling.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and address any conflicts of interest.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Clarify client expectations to ensure the client understanding of the financial counselling process.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the information the client may need to bring with them, or have available, for an appointment with a financial counsellor.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Commence financial counsellor engagement with the client.

  1. Build rapport with the client.
  2. Explain what a financial counsellor does.
  3. Explain the client agreement and obtain informed consent from client.
  4. Explain the client’s right to confidentiality and privacy and limitations.
  5. Explain the rights and responsibilities of the agency.
Build rapport with the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explain what a financial counsellor does.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explain the client agreement and obtain informed consent from client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explain the client’s right to confidentiality and privacy and limitations.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explain the rights and responsibilities of the agency.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify client situation and issues.

  1. Use a strengths-based approach to understand all factors and risks that may impact on the client situation.
  2. Implement screening and risk assessment processes.
  3. Respond to identified risk.
  4. Support client to identify their primary concerns in relation to the presenting issues and to prioritise concerns on which to work.
  5. Source and review available information about client income and expenses.
  6. Review and use client information to inform preparation of a statement of assets and liabilities for the client.
  7. Work with the client to prepare a statement of financial position.
  8. Collect information on each debt, including whether the debt is legally owed.
  9. Examine and analyse the information with the client to identify areas for further investigation and clarify status of debts.
Use a strengths-based approach to understand all factors and risks that may impact on the client situation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement screening and risk assessment processes.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Respond to identified risk.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Support client to identify their primary concerns in relation to the presenting issues and to prioritise concerns on which to work.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Source and review available information about client income and expenses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review and use client information to inform preparation of a statement of assets and liabilities for the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Work with the client to prepare a statement of financial position.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect information on each debt, including whether the debt is legally owed.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Examine and analyse the information with the client to identify areas for further investigation and clarify status of debts.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the impact of complex needs.

  1. Establish if the client has complex needs.
  2. Identify how the client's complex needs have impacted on their decision making.
  3. Identify how complex needs impact the client's financial position.
  4. Adjust practice to mitigate personal and financial risks identified.
Establish if the client has complex needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify how the client's complex needs have impacted on their decision making.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify how complex needs impact the client's financial position.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust practice to mitigate personal and financial risks identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide tools and information to build client financial capability, resilience and wellbeing.

  1. Support clients to improve their financial capability by using an approach that focuses on their strengths.
  2. Assist the client to review and document their approach to managing living expenses.
  3. Provide additional information to support the client in managing living expenses.
  4. Provide information to address any gaps in the client’s knowledge about their financial and consumer protection rights.
  5. Provide information to assist client to understand key aspects of their financial position and impact of debt.
Support clients to improve their financial capability by using an approach that focuses on their strengths.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist the client to review and document their approach to managing living expenses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide additional information to support the client in managing living expenses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide information to address any gaps in the client’s knowledge about their financial and consumer protection rights.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide information to assist client to understand key aspects of their financial position and impact of debt.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use a strengths-based approach.

  1. Communicate information in a manner that responds to the emotional state of the client.
  2. Establish and observe boundaries with clients.
  3. Implement self-care processes to manage trauma related to client experience.
  4. Identify areas for ongoing support and opportunities for specialist referral to other agencies or professionals.
  5. Proactively identify and explain support services available to the client.
  6. Make an appropriate referral with client consent if client need is identified as outside scope of own work role.
  7. Seek advice or secondary consultation if necessary.
Communicate information in a manner that responds to the emotional state of the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Establish and observe boundaries with clients.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Implement self-care processes to manage trauma related to client experience.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify areas for ongoing support and opportunities for specialist referral to other agencies or professionals.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Proactively identify and explain support services available to the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make an appropriate referral with client consent if client need is identified as outside scope of own work role.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Seek advice or secondary consultation if necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge