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Evidence Guide: CHCFIN009 - Provide financial counselling and systemic advocacy within a social justice framework

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

 

CHCFIN009 - Provide financial counselling and systemic advocacy within a social justice framework

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

Articulate the role of financial counselling in responding to systemic issues within the social justice framework.

  1. Identify the principles underpinning a social justice framework.
  2. Identify characteristics of systemic issues discovered from financial counselling casework.
  3. Interpret systemic issues that impact on the complex needs of clients.
  4. Provide financial counselling services within a social justice framework.
  5. Apply agency approach to systemic advocacy according to organisational policies and procedures.
Identify the principles underpinning a social justice framework.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify characteristics of systemic issues discovered from financial counselling casework.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Interpret systemic issues that impact on the complex needs of clients.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Provide financial counselling services within a social justice framework.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Apply agency approach to systemic advocacy according to organisational policies and procedures.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Gather and prepare evidence of systemic issues.

  1. Identify issues in individual case work and other sources that may be the result of systemic issues.
  2. Inform clients about systemic issues, the impact they may be having and options for recourse, including submitting complaints and provide opportunities for clients to participate in systemic advocacy.
  3. Keep records and case notes with view to using them for systemic advocacy.
  4. Request consent from client to take systemic action involving complaints on their behalf.
  5. Write case studies to contribute to systemic advocacy.
  6. Identify the target audience for the evidence of systemic change.
  7. Identify sources to stay informed about current and emerging systemic issues.
Identify issues in individual case work and other sources that may be the result of systemic issues.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Inform clients about systemic issues, the impact they may be having and options for recourse, including submitting complaints and provide opportunities for clients to participate in systemic advocacy.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Keep records and case notes with view to using them for systemic advocacy.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Request consent from client to take systemic action involving complaints on their behalf.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Write case studies to contribute to systemic advocacy.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify the target audience for the evidence of systemic change.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify sources to stay informed about current and emerging systemic issues.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Share evidence with relevant parties.

  1. Research existing systemic advocacy relevant to the financial counselling sector.
  2. Engage with financial counselling peak bodies, and other key stakeholders and regulators.
  3. Participate in roundtables, working groups and other key groups that effect change.
  4. Document outcomes according to organisational policies and procedures.
Research existing systemic advocacy relevant to the financial counselling sector.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Engage with financial counselling peak bodies, and other key stakeholders and regulators.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Participate in roundtables, working groups and other key groups that effect change.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Document outcomes according to organisational policies and procedures.

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge