Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
CHCFIN504A Mapping and Delivery Guide
Work effectively in rural financial counselling
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | CHCFIN504A - Work effectively in rural financial counselling |
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Description | This unit describes the knowledge and skills required for a financial counsellor to work effectively in a rural financial counselling context | ||
Employability Skills | This unit contains Employability Skills | ||
Learning Outcomes and Application | This unit refers to the delivery of financial counselling services to clients in a rural contextIn order to qualify for the ASIC exemption from the delivery of financial service contained in the Financial Services Reform Amendment Act (2003) a financial counsellor must be eligible for membership of the financial counselling association recognised in their State or TerritoryFinancial counselling operates from a strengths-based and client-focused model | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | Pre-requisitesThis unit must be assessed after successful achievement of the following related units:CHCFIN501A Identify and apply technical information to assist clients with financial issuesCHCFIN502A Facilitate the financial counselling processCHCFIN503A Develop and use financial counselling tools and techniques | ||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Work within the context of rural financial counselling |
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Element: Target services to the needs of clients in the rural sector |
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Element: Ensure personal approach aligns with client needs |
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