Elements and Performance Criteria
- Elements define the essential outcomes
- Identify roles and boundaries relevant to role of financial literacy education
- Identify own values regarding money management
- Identify the values and attitudes of diverse client groups impacting on financial management
- Assist clients to identify influence of own values and attitudes towards money management
- Assist clients to identify their own money management styles
- Assist clients to identify any barriers to effective personal money management
- Identify the role of money for different client groups
- Work with client in a method that respects their values
- Ensure own values do not effect the working relationship
- Target financial literacy education to client needs