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Evidence Guide: CHCFIN008 - Apply professional standards in financial counselling

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

 

CHCFIN008 - Apply professional standards in financial counselling

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

Establish context for financial counselling work.

  1. Apply understanding of national professional supervision requirements.
  2. Apply understanding of professional development activities required to meet State peak body and organisational requirements.
  3. Maintain knowledge of current industry information and best practice in financial counselling and use in professional practice.
  4. Maintain currency and completeness of available resources.
  5. Interpret and implement the Australian Financial Counselling Code of Ethical Practice and the Agency Practice Standards.
  6. Identify the role of financial counselling peak bodies.
Apply understanding of national professional supervision requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply understanding of professional development activities required to meet State peak body and organisational requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain knowledge of current industry information and best practice in financial counselling and use in professional practice.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain currency and completeness of available resources.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Interpret and implement the Australian Financial Counselling Code of Ethical Practice and the Agency Practice Standards.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify the role of financial counselling peak bodies.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review client progress.

  1. Undertake regular reviews of all aspects of the client case plan including contact with and response from creditors.
  2. Undertake research into issues arising from case work as needed, including legal frameworks, industry policies and complex client needs.
  3. Write letters for representation and advocacy.
  4. Use financial counselling sector resources.
Undertake regular reviews of all aspects of the client case plan including contact with and response from creditors.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake research into issues arising from case work as needed, including legal frameworks, industry policies and complex client needs.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Write letters for representation and advocacy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use financial counselling sector resources.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain accurate client records.

  1. Review structure and function of a client case file and associated requirements.
  2. Ensure all written documentation produced is in line with financial counselling sector standards and practices.
  3. Create case notes for each client and creditor interaction, taking into account professional and legal requirements.
  4. Use record keeping processes to monitor creditor response times and other key dates, such as limitation periods.
  5. Maintain confidentiality of records in accordance with professional and legal requirements.
  6. Prepare and maintain statistical records.
  7. Maintain and document regular contact with the client to ensure the client remains informed about progress.
  8. Document potential structural or systemic issues based on client experiences.
Review structure and function of a client case file and associated requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure all written documentation produced is in line with financial counselling sector standards and practices.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create case notes for each client and creditor interaction, taking into account professional and legal requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use record keeping processes to monitor creditor response times and other key dates, such as limitation periods.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain confidentiality of records in accordance with professional and legal requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and maintain statistical records.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain and document regular contact with the client to ensure the client remains informed about progress.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document potential structural or systemic issues based on client experiences.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Close client case file.

  1. Work with the client to devise an exit strategy.
  2. Terminate the financial counselling process in line with organisational procedures and professional role requirements.
  3. Secure client records for storage, archiving and destruction as per organisation and privacy requirements.
Work with the client to devise an exit strategy.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Terminate the financial counselling process in line with organisational procedures and professional role requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Secure client records for storage, archiving and destruction as per organisation and privacy requirements.

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge