CHC51115 Diploma of Financial Counselling

Release 1

CHC51115 Diploma of Financial Counselling

Modification History

Release	Comments
Release 1	This version was released in CHC Community Services Training Package release 3.0 and meets the requirements of the 2012 Standards for Training Packages. Change in packaging rules Significant changes to core units Supersedes CHC52108

Qualification Description

This qualification reflects the role of financial counsellors working in the following two contexts.

Generalist financial counsellors who work in a variety of agencies that meet the requirements for the Australian Securities and Investments Commission (ASIC) exemption from a financial services or credit licence under ASIC class order 10/1063. Financial counsellors work across a variety of metropolitan, rural and remote settings.

Rural financial counsellors who undertake specialised financial counselling work that assists primary producers and rural small business owners in debt, and are employed in agencies funded for this purpose. These agencies meet the requirements for the ASIC exemption from a financial services/credit licence by meeting the conditions of ASIC class order 11/926.

All financial counsellors have specialist knowledge of legal remedies and options to manage debt and financial difficulty and are advocates who work in a model of social justice and client empowerment.

This qualification is NOT related to the work performed by financial planners or financial advisers whose role is to provide clients with strategies to address their investment options and require a financial services licence for their work under the National Consumer Credit Protection Act 2010. This qualification is also not appropriate for financial capability workers.

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 and the way in which other issues may interact with financial issues is highly relevant to financial counselling practice.

To achieve this qualification, the candidate must have completed 220 hours of work as detailed in the Assessment Requirements of units of competency.

Packaging Rules

Total number of units = 17

•	14 core units

•	3 elective units, consisting of:

◦	up to 3 units from the electives listed below, any endorsed Training Package or accredited course – these units must be relevant to the work outcome

Any combination of electives that meets the rules above can be selected for the award of the Diploma of Financial Counselling. Where appropriate, electives may be packaged to provide a qualification with a specialisation.

Packaging for specialisation:

At least 3 units from Group A must be selected for the award of Diploma of Financial Counselling (Rural), including CHCFIN004 Provide rural financial counselling services

All electives chosen must contribute to a valid, industry-supported vocational outcome.

Core units

CHCADV001	Facilitate the interests and rights of clients
CHCADV005	Provide systems advocacy services
CHCCCS019	Recognise and respond to crisis situations
CHCCDE002	Develop and implement community programs
CHCCSL001	Establish and confirm the counselling relationship
CHCCSL002	Apply specialist interpersonal and counselling interview skills
CHCCSL003	Facilitate the counselling relationship and process
CHCCSL007	Support counselling clients in decision-making processes
CHCDIV001	Work with diverse people
CHCFIN001	Facilitate the financial counselling process
CHCFIN002	Identify and apply technical information to assist clients with financial issues
CHCFIN003	Develop and use financial counselling tools and techniques
CHCLEG002	Interpret and use legal information
CHCPRP003	Reflect on and improve own professional practice

Elective units

Group A electives – RURAL FINANCIAL COUNSELLING specialisation

CHCFIN004	Provide rural financial counselling services
AHCAGB501A	Develop climate risk management strategies
AHCAGB503A	Plan and monitor production processes
AHCBUS506A	Develop and review a business plan
AHCBUS508A	Prepare and monitor budgets and financial reports

Other electives

CHCCCS003	Increase the safety of individuals at risk of suicide
CHCCCS004	Assess co-existing needs
CHCCOM002	Use communication to build relationships
CHCCOM003	Develop workplace communication strategies
CHCCSM004	Coordinate complex case requirements
CHCCSM005	Develop, facilitate and review all aspects of case management
CHCDIV002	Promote Aboriginal and/or Torres Strait Islander cultural safety
CHCMHS005	Provide services to people with co-existing mental health and alcohol and other drugs issues
CHCSET001	Work with forced migrants
CHCSET002	Undertake bicultural work with forced migrants in Australia
CHCSOH001	Work with people experiencing or at risk of homelessness
CHCSOH010	Work with clients within the social housing system
HLTWHS003	Maintain work health and safety

Qualification Mapping Information

No equivalent qualification

Links

Companion volumes from the CS&HISC website - http://www.cshisc.com.au