Elements and Performance Criteria
- Identify own values and attitudes in relation to personal financial management
- Identify roles and boundaries relevant to role of financial literacy education
- Recognise the values and attitudes of diverse client groups in relation to financial management
- Assist clients to identify influence of own values and attitudes towards money management
- Assist clients to identify their own money management styles, in relation to saving and spending
- Assist clients to identify any barriers to effective personal money management
- Apply understanding of the role of money for different client groups
- Target financial literacy education to client needs