Earning Criteria

• The candidate has shown evidence of the ability to complete & manage tasks & manage contingencies in the context of the job role outlined in elements & performance criteria of the financial cluster units of the CHC51115 Diploma of Financial Counselling.
• The candidate has performed the activities outlined in the performance criteria of the financial cluster units during a period of 220 hours of work in a the STEPS simulated financial counselling agency.
• Used critical thinking and problem solving skills to engage with the client and develop, implement and review options and action plans for at least 5 different clients presenting with multiple and complex needs.’
• Used critical thinking and problem-solving to analyse financial information for at least 5 different clients with varied financial situations and developed technical solutions and options relating to: - correct income sources and entitlements - living expenses and associated support - legal and consumer protection rights - debt and debt recovery processes and options - additional advocacy options.
• Developed financial resources for at least 5 different clients including: - statement of financial position - documented case/action plan.
• Researched and developed all of the following financial resources: - income and expenditure statements - assets and liabilities statements - advocacy resources. • advocated for clients via each of the following mediums: - telephone - in writing: ▪ letters, and ▪ complaints to Internal Dispute Resolution (IDR)/External Dispute Resolution (EDR) o face-to-face.