Identify and apply technical information to assist clients with financial issues

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 CHCFIN002, 'Identify and apply technical information to assist clients with financial issues'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Identify and apply technical information to assist clients with financial issues' 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. Review client income sources

1.1 Source and review available information about client income

1.2 Identify potential income sources and entitlements for client

1.3 Identify and inform client of potential for additional or different income sources or entitlements to improve their financial situation

2. Ensure client is receiving appropriate information regarding living expenses

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

2.2 Identify client’s options and rights for managing living expenses

2.3 Provide additional information to address gaps in client knowledge about living expenses and available support

3. Facilitate client understanding of consumer protections and their legal rights

3.1 Clarify client’s understanding of their rights regarding legal and consumer protection

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

3.3 Provide additional information to address gaps in client knowledge about their rights in relevant legal and consumer protection areas

3.4 Identify and provide appropriate opportunities for referral where required

4. Evaluate types of debt presented by client

4.1 Review contracts and associated documentation to clarify validity of client debt

4.2 Review areas of client debt and seek further information to clarify types of debt and the stage of the debt

4.3 Provide information to assist client to understand the implications of different types of debt that may be impacting on them

5. Identify options in regard to debt and debt recovery

5.1 Identify impact of debt and debt recovery processes on client and their financial situation

5.2 Review a range of options relevant to debt and debt recovery and identify potential consequences in relation to the client and their financial situation

5.3 Identify appropriate strategies for debt management to address client’s particular situation

6. Identify appropriate referral and support services

6.1 Proactively identify and assess type of support services needed by client based on analysis of financial information

6.2 Provide current and accurate information about, and refer client to, services to address client needs