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Evidence Guide: CHCFIN007 - Provide advice, counselling and representation to financial counselling clients

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

 

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

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

Assess client’s financial position.

  1. Assess the validity and status of each debt.
  2. Assess the client's financial capacity to pay valid debts.
  3. Assess the impact of any debt recovery processes on the client.
  4. Work with client to assess highest priority debts or most significant financial stresses.
  5. Identify complex financial issues that are systemic.
  6. Discuss identified legal and consumer protection issues to highlight key areas that may require action.
  7. Assess if the client needs information, advice, referral or representation.
Assess the validity and status of each debt.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess the client's financial capacity to pay valid debts.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess the impact of any debt recovery processes on the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Work with client to assess highest priority debts or most significant financial stresses.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify complex financial issues that are systemic.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss identified legal and consumer protection issues to highlight key areas that may require action.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess if the client needs information, advice, referral or representation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Respond to any complex needs.

  1. Respond to any identified risks.
  2. Share relevant information with client about any identified risks and their relationships with finances.
  3. Adjust practice to mitigate personal and financial risks identified.
  4. Provide relevant referral information and support if required by the client.
Respond to any identified risks.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Share relevant information with client about any identified risks and their relationships with finances.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust practice to mitigate personal and financial risks identified.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide relevant referral information and support if required by the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Counsel and give advice to client.

  1. Identify and inform client of potential for additional or different income sources or entitlements to improve their financial situation.
  2. Identify and discuss client’s legal rights and responsibilities in relation to each debt and overall financial situation.
  3. Apply relevant legislation, regulation, codes and guidelines to client situation.
  4. Provide advice to the client by assessing the consequences of workable strategies.
  5. Adjust practice to respond to clients with complex needs.
  6. Identify the need for additional support services and refer the client with their consent when necessary.
  7. 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.
  8. Identify and use tools to provide advice to a client about insolvency.
  9. Develop actions for the client.
Identify and inform client of potential for additional or different income sources or entitlements to improve their financial situation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and discuss client’s legal rights and responsibilities in relation to each debt and overall financial situation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply relevant legislation, regulation, codes and guidelines to client situation.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide advice to the client by assessing the consequences of workable strategies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Adjust practice to respond to clients with complex needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the need for additional support services and refer the client with their consent when necessary.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify and use tools to provide advice to a client about insolvency.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop actions for the client.

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. Observe boundaries with clients.
  3. Maintain a transparent and collaborative working relationship with the client based on respect and self-determination.
  4. Implement self-care processes to manage trauma related to client experience.
  5. Explain what is involved if the financial counsellor will be acting for the client.
  6. Work with the client to identify areas where they want to take action.
  7. Obtain a third-party authority to act for the client using principles of informed consent.
  8. Collect and use appropriate documentation required to represent the client.
  9. Identify, use and adapt standard financial counselling sector tools and templates.
  10. 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.
  11. Take action to assist the client to improve their financial position.
Communicate information in a manner that responds to the emotional state of the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Observe boundaries with clients.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain a transparent and collaborative working relationship with the client based on respect and self-determination.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Explain what is involved if the financial counsellor will be acting for the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Work with the client to identify areas where they want to take action.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain a third-party authority to act for the client using principles of informed consent.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Collect and use appropriate documentation required to represent the client.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify, use and adapt standard financial counselling sector tools and templates.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Take action to assist the client to improve their financial position.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge