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Qualifications for Financial Counsellors

TAFE  Course Number: CHC51002
Diploma of Community Services (Financial Counselling)

 

This qualification applies to financial counselling, which is a specialist service assisting people faced with debt and other financial issues.  It requires specialist knowledge, paralegal skills and competencies especially in regard to credit and debt issues affecting clients and their rights and obligations. 

 

Financial Counsellors work mainly with socially disadvantaged and marginalised families and individuals.  Through their casework knowledge they seek to bring about social and systemic change through a community development philosophy.

 

Workers at this level are required to have an understanding of Indigenous culture and history and to work with local communities in the provision of services.

 

Occupational names may include:

  • Senior Financial Counsellor
  • Financial Counsellor
  • Rural Financial Counsellor

NOTE: This qualification is NOT related to the work performed by financial planners or financial advisors whose role is to provide clients with strategies to address their investment options. This qualification does NOT refer to therapeutic counselling. Psychological issues, which affect individuals, families and groups such as gambling, substance abuse, child abuse, and mental or physical health problems require referral to a professionally qualified practitioner. However, a recognition of, and an ability to work within, a counselling framework on the way in which other issues may interact with personal financial issues is highly relevant to financial counselling practice.

 

Packaging Rules

15 units must be selected for this qualification including:

    - 11 Compulsory Units

    -   4 Elective Units

 

Compulsory  
CHCAD3A Undertake systems advocacy
CHCCOM3C  Utilise specialist communication skills to build strong relationships
CHCNET4A Work with other services
CHCOHS301A Participate in workplace safety procedures
CHCCSL601A Work within a structured counselling process
CHCCSL602A Facilitate the counselling relationship
CHCCSL603A  Provide support for clients implementing a course of action
CHCCSL604A Reflect and improve upon counselling skills
CHCFIN1A Provide information and support to assist clients to manage personal household finances
CHCFIN2A   Determine client needs in respect to financial issues
CHCAD1C Advocate for clients
   

Electives

2 Elective units must be selected from Group 1 below and the remainder may be selected from the units listed below, from other Community Services Training Package units available at this or higher levels, or from other relevant National Training Package units available at Diploma level and enterprise specific units.

 

Note 1: Where national enterprise units are included as options, these must be nationally endorsed (see introduction regarding new units and customisation).

 

2 Electives must be selected from:
Group 1

CHCLEG401A Utilise legislation
CHCCD2B Provide community education projects
CHCCS405A Work effectively with culturally diverse units and co-workers
CHCINF5B  Meet statutory and organisational information requirements
   

Note : Other electives may be available by negotiation

 

Diploma of Community Services ( Financial Counselling)

Application Form

 

Skills Recognition

If you would like national recognition for your training and work experience The Centre for Community Services, Central Tafe, can provide you with recognition through an application process.   Process for applying for skills recognition

 

 

 
 
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EAST PERTH, WA, 6004
Tel: (08) 9221 9411
Fax: (08) 9221 9422
Email: fcrp@fcrp.org.au
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