Assessment Requirements for CHCEDU005 Work with clients to identify financial literacy education needs

Release: 1

Assessment Requirements for CHCEDU005 Work with clients to identify financial literacy education needs

Modification History

Release	Comments
Release 1	This version was released in CHC Community Services Training Package release 2.0 and meets the requirements of the 2012 Standards for Training Packages. Minimal changes to the elements and performance criteria New evidence requirements for assessment including volume and frequency requirements

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

Identified the financial literacy education requirements of 3 different clients or target groups, including:

identified financial literacy educational solutions to address client specific needs

matched education activities with needs and priorities of target group and/or individual

demonstrated empathy to client groups experiencing financial difficulty and hardship

demonstrated collaboration and consultation with key people and organisations

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

money planning issues from a personal perspective

role of a financial counsellor and literacy educator

referrals to financial counselling and other specialist services

intergenerational poverty

the role of money in society and client groups

broad range of values and attitudes in relation to money

inequality and the power structure

cultural differences in relation to understanding of money

technological issues associated with managing money

assessment and analysis of client needs

resources and support available within the community relating to personal money management

local demographics and their potential impact on client financial issues

special needs of clients in relation to financial management

Assessment Conditions

Skills must have been demonstrated in the workplace or in a simulated environment that reflects workplace conditions. Where simulation is used, it must reflect real working conditions by modelling industry operating conditions and contingencies, as well as, using suitable facilities, equipment and resources.

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=5e0c25cc-3d9d-4b43-80d3-bd22cc4f1e53