Develop and use financial counselling tools and techniques

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 CHCFIN003, 'Develop and use financial counselling tools and techniques'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Develop and use financial counselling tools and techniques' 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. Clarify client’s financial position

1.1 Review and use client information to inform preparation of a statement of assets and liabilities for the client

1.2 Work with the client to prepare a statement of income and expenditure in line with their immediate and ongoing financial situation

1.3 Identify and clarify for the client the different elements of their financial position

2. Develop and use advocacy and negotiation tools

2.1 Develop written tools for use in advocacy and negotiation according to organisation protocol

2.2 Identify and source existing standardised resources for use in advocacy

2.3 Apply appropriate negotiation tools and techniques to advocate and negotiate on behalf of client

2.4 Undertake telephone and face-to-face negotiations as required to meet and/or improve client’s financial position

2.5 Obtain third party authority to act on behalf of client in appropriate format

2.6 Collect and use appropriate documentation to support the advocacy process

3. Collect and develop resources and provide to clients

3.1 Use standard checklists to develop and review resource materials that contain relevant and current information

3.2 Maintain currency and completeness of available resources

3.3 Prepare resources as a basis for addressing duty of care requirements when undertaking financial counselling with clients

3.4 Provide client with relevant, clear and targeted resource materials to inform and assist the client to improve their financial position

3.5 Undertake research as a basis for preparing an information package on client issues for their later reference

3.6 Ensure written materials are written in a succinct and clear way and are presented logically and sequentially to match third party needs with client objectives

3.7 Ensure all written documentation produced addresses financial counselling sector standards and practices