Qualifications for Financial Counsellors

TAFE  Course Number: S303
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.

CLICK HERE: For TAFE WA. S303-Diploma of Community Services ( FINANCIAL COUNSELLING )