Work with clients to identify financial literacy education needs

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver CHCEDU005, 'Work with clients to identify financial literacy education needs'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Work with clients to identify financial literacy education needs' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and 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