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Past Sessions

We keep information about past sessions here for the membership year.

Telephone Counselling

Friday 30 Nov 2018

9:30AM - 4:30PM

LEVEL 2 SESSION

Telephone Counselling

PRESENTED BY: Preethi Vergis, Training and Outreach Manager, Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Telephone skills

CPD POINTS: 6

CATEGORY: Technical, Skills, Ethics

The Telephone Counselling Skills training program has been developed for financial counsellors who assist clients over the phone as part of their work. It will provide participants with a framework and strategies to work effectively in providing assistance to clients over the phone.

Participants will learn:

  • The skills necessary for phone casework
  • How to identify the different stages of a call and how to build the client relationship at each stage
  • Strategies for managing challenging calls
  • Strategies for self-care and reflective practice

Presenter: Preethi Vergis is a Training and Outreach Manager from Consumer Action Law Centre

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Specialist and Senior Practitioners Masterclass: Family Violence Training

Thursday 29 Nov 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Specialist and Senior Practitioners Masterclass: Family Violence Training

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical

This Masterclass is specifically designed for specialist Family Violence Financial Counsellors in Victoria and those senior practitioners that:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse

Completion of the Advance Level Unit is a prerequisite for participation in this Masterclass.

This session has a close look into those less frequent, extremely complex cases and provides fine details on working within a family violence framework.

The session is grounded in practical casework scenarios.Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence.This session will include presenter-led and group discussion based on actual scenarios.

Enrolments for this session are limited and organised through submitting an expression of interest stating why you believe this training to be relevant to your position. Please be aware expressing your interest does not guarantee a spot. You will be notified if a spot was assigned to you by the 31st of October 2018.

To register your interest please click the below link.


 

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Credit card reforms BENALLA

Tuesday 20 Nov 2018

1:00pm - 3:00pm

LEVEL 2 SESSION

Credit card reforms BENALLA

PRESENTED BY: Consumer Action Law Centre

LOCATION: Benalla Community Care, 45 Coster Street, Benalla

CPD CORE TOPICS: Consumer Credit Law

CPD POINTS: 3

CATEGORY: Technical

Credit cards are given special treatment under the National Consumer Credit Protection Act. Furthermore new responsible lending laws that apply specifically to credit cards are rolling out between July 2018 and January 2019.Financial counsellors and consumer advocates see many people who have been given credit cards that cause significant financial hardship. These new laws will provide important protections to your clients.

On successful completion of this session participants will learn:

  • What specific laws apply to credit cards and how to practically work with these laws
  • Which new laws have been introduced recently that apply to credit cards and how these laws can protect consumers
  • Details on running a responsible lending claim for someone with credit card debts

Participants will be required to complete a short pre-session task (reading and a survey) due two weeks before the session.

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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AFCA Introduction

Tuesday 13 Nov 2018

2:00PM - 4:00PM

LEVEL 2 SESSION

AFCA Introduction

PRESENTED BY: Melanie Hallam, AFCA; Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Ombudsman schemes

CPD POINTS: 3

CATEGORY: Technical, Skills

The Australian Financial Complaints Authority (AFCA) is the new external dispute resolution (EDR) scheme for financial service providers.From 1 November 2018 AFCA will start accepting complaints, replacing the Financial Ombudsman Service (FOS); the Credit & Investments Ombudsman (CIO); and the Superannuation Complaints Tribunal.This course will provide an overview of AFCA and its terms of reference and provide tips and tricks on running an EDR complaint through AFCA.

Upon completion of this session participants will be able to:

  • Demonstrate a clear understanding of AFCA’s new Terms of Reference
  • Work within AFCA’s new policies and procedures
  • Run an EDR complaint through AFCA

Participants will be required to complete a short pre-session task (reading and a survey) due two weeks before the session. This session will be delivered face to face.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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ESC Training

Tuesday 13 Nov 2018

11:00AM - 1:00PM

LEVEL 2 SESSION

ESC Training

PRESENTED BY: Sarah McDowell, Director for Energy, Essential Services Commission

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Hardship Systems

CPD POINTS: 3

CATEGORY: Technical

Learn about new rules contained within the Energy Retail Code which will come into effect from 1 January 2019. Minimum standards for how energy companies treat customers who are in, or who might be facing payment difficulty are outlined within this new Energy Code and Payment Difficulties Framework.

Get some insight into the types of standard assistance and tailored assistance that energy customers are now entitled to, as well as new safeguards to ensure that customers are only disconnected for non-payment of a bill as a last resort. In this two hour session, the regulator responsible for the new rules will outline the new assistance on offer, and explore how these new rules may apply using a series of case studies.

On successful completion of this session participants will be able to:

  • Understand the types of payment arrangements customers are entitled to receive
  • Work effectively within the new energy code and payment difficulties framework
  • Identify utilities providers who aren’t complying with the minimum standards set within the new code and raise it with relevant authorities

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Professional Supervision: Reflections on Practice FCRC Conference

Friday 19 Oct 2018

12:45PM - 2:45PM

LEVEL 3 SESSION

Professional Supervision: Reflections on Practice FCRC Conference

PRESENTED BY: Michelle Bihary, The Delta Centre

LOCATION: FCRC Conference, Pullman on the Park, East Melbourne

CPD CORE TOPICS: Supervision

CPD POINTS: 3

CATEGORY: Technical, Skills

REGISTRATION IS ONLY AVAILABLE THROUGH THE FCRC CONFERENCE

Professional supervision is an essential component of building professional development into financial counselling through providing structured professional support and mentoring to financial counsellors. FCRC organised for the introduction of an initial cohort of trained professional supervisors in Victoria 2012, and new professional supervisors have been trained each year since then. However there have been limited opportunities for supervisors to share experiences or reflect on their practice as a group in a structured way following their initial training. This session aims to provide that opportunity, and enable supervisors to learn from each other about how to approach the role, and develop a deeper understanding of what constitutes good practice in professional supervision.

The session is grounded in practical casework scenarios and facilitated discussion. On successful completion of this session participants will be able to:

  • Reflect on their own supervision practice, and place it in the context of the practices of other supervisors
  • Identify alternative supervision practices and standards and when it is appropriate to apply those to their work as a supervisor
  • Build on new networks established with other qualified financial counselling supervisors and draw on these networks in their practice

Michelle Bihary has founded The Delta Centre, a centre of therapeutic excellence in 2002, building on her strong clinical expertise in Mental Health, as an Occupational Therapist, Psychotherapist and Family Therapist. Michelle has coached thousands of professionals to build their Emotional Intelligence, psychological flexibility, resilience and leadership capacity. She is an expert on clinical supervision and has provided almost all the initial training of financial counsellor professional supervisors.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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The Power of Advice FCRC Conference

Wednesday 17 Oct 2018

2:10PM - 4:10PM

LEVEL 2 SESSION

The Power of Advice FCRC Conference

PRESENTED BY: Panel session including Peter Gartlan, Lisa Garlick, Colin Handreck

LOCATION: FCRC Conference, Pullman on the Park, East Melbourne

CPD CORE TOPICS: Client Advice

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

 

REGISTRATION IS ONLY AVAILABLE THROUGH THE FCRC CONFERENCE

 

Financial counsellors are trained to provide their clients with information and options, and, at least in some circumstances, they provide advice. Advice giving has the potential to empower the client, but can also potentially take choices and decision making power away from the client. The distinction between providing options and giving advice is not always clear-cut.

This workshop facilitates a discussion around when it is appropriate to give advice based on the Financial Counsellors professional judgement without blurring the lines between financial counselling and financial planning and when it is best to frame client options neutrally. This includes looking at scenarios that are in the context of redress schemes, restitution and lump sum payments to vulnerable clients. The workshop will also address the boundaries that are set by the ASIC credit licence exemption.

On successful completion of this session participants will be able to:

  • Identify the Licence Exemption requirements for advice giving to clients
  • Identify good practices for informing and advising clients in different contexts
  • Identify strengths and weaknesses in their own practice when it comes to advice giving balanced with client empowerment
  • Identify appropriate advice and support to provide clients in receipt of windfall payments

The facilitated panel will include Peter Gartlan, former financial counsellor with EACH and former Executive Officer of FCRC, who is currently working on the Institutional Abuse redress scheme with Knowmore legal service, and two senior financial counsellors, Lisa Garlick and Colin Handreck.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Fear of Fines FCRC Conference 2018

Wednesday 17 Oct 2018

11:10AM - 1:10PM

LEVEL 2 SESSION

Fear of Fines FCRC Conference 2018

PRESENTED BY: Infringements Working Group; Facilitated by Garry Rothman, Financial Counsellor

LOCATION: FCRC Conference, Pullman on the Park, East Melbourne

CPD CORE TOPICS: Infringements and penalties

CPD POINTS: 3

CATEGORY: Technical

REGISTRATION IS ONLY AVAILABLE THROUGH THE FCRC CONFERENCE

Fear of Fines. After this workshop you will no longer be afraid of tackling your client’s fines. Fines and accumulated fines are at the core of a lot of people’s debts. What has changed in the “fines world”? This workshop looks at identifying options, including Family Violence schemes, special circumstances and payment plans. It will outline what the timeframes are around these options and how to access them. A panel of industry experts will provide a deeper insight into these issues.

The session is grounded in practical casework scenarios. On successful completion of this session participants will be able to:

  • Describe how to interact effectively with Fines Victoria on behalf of clients
  • Identify when and how clients can access support from the Family Violence scheme
  • Identify the main impacts of Fines reform in Victoria on client options and timeframes
  • Describe how to get client access to WDPs and payment plans, and when a special circumstances application is appropriate to make

Garry Rothman is a long-standing financial counsellor with specialist expertise in the AOD sector, currently at Odyssey House Victoria, and is past co-convenor of the Infringements Working Group. He will facilitate a panel of lawyers and other experts in the fines system in Victoria for this session.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Couples and financial transparency

Wednesday 03 Oct 2018

1:30pm – 4:00pm

LEVEL 2 SESSION

Couples and financial transparency

PRESENTED BY: Sabina Read, Psychologist

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Gambling related harm; Family Violence

CPD POINTS: 3

CATEGORY: Skills, Ethics

Every client you see as a financial counsellor is unique and therefore no case is identical. Each requires their own individual approach and solutions. This is the same when seeing couples. However, having a couple as your clients poses some extra challenges and therefore requires some extra thought and expertise. Seeing couples could be in two different settings, seeing them together or seeing them separately. Conflicts of interest may become apparent. Another theme that you may identify is family violence, in particular economic abuse. How do you approach this topic with both victim and perpetrator as your client or even in the room?

This training will provide some expert thoughts and insight on best practices when working with couples and facilitate a discussion around ethical boundaries. It will also give some practical advice on how to prepare for working with a couple and look at identifying when referral to others services is appropriate.

The session is grounded in practical casework scenarios. On successful completion of this session participants will be able to:

  • Describe key techniques in managing couples as clients
  • Identify potential conflicts that may arise with a couple as clients, and options for managing conflicts
  • Manage family violence risks in their practice arising from assisting couples
  • Describe the ethical boundaries around couple client work

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Insurance e-Learning

Thursday 27 Sep 2018

Anytime

LEVEL 1 SESSION

Insurance e-Learning

PRESENTED BY: Consumer Action Law Centre

LOCATION: Online

CPD CORE TOPICS: Insurance

CPD POINTS: 2

CATEGORY: Technical

Learn about how you can help your clients with a range of common insurance issues including junk insurance and warranties, funeral insurance and car insurance.

The session is grounded in practical casework scenarios. On successful completion of this session participants will learn to:

  • How to seek a refund for a client if they have been sold junk insurance
  • Strategies to assist a client who has bought funeral insurance
  • What to do when your client has a problem with car insurance when making a claim

This e-learning will include some reading tasks, videos as well as some test questions. The link to access this E-learning session will be sent to you on the day along with some login instructions.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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New frontiers of gambling SALE

Wednesday 19 Sep 2018

1:00PM - 3:00PM

LEVEL 2 SESSION

New frontiers of gambling SALE

PRESENTED BY: FCRC/ VRGF

LOCATION: Gippsland Regional Network meeting, Uniting Care, 126 Raymond Street, Sale

CPD CORE TOPICS: Gambling related harm

CPD POINTS: 3

CATEGORY: Skills

Online betting is a growth industry – its reach and market share is increasing. Learn about new frontiers of gambling. Get some insight about how you detect online gambling, recognise speculation, and know about contracts for difference. Find out what’s legal and what’s not. Recognise and explore different ways of working with clients.

This two hour session is grounded in practical casework scenarios and is not only relevant for financial counsellors working with this client group but all financial counsellors. Participants will learn about:

  • The rise of online betting and how it traps gamblers
  • Ways to identify online gambling from client bank statements
  • Speculative activity (e.g. contracts for difference, bit coin) and whether it is a form of gambling
  • Current and future regulatory framework to address online gambling

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Friday 14 Sep 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: CQ Functions, Room 201, 113-123 Queen Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios.Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence.This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 12 Sep 2018

THURSDAY 13 SEP: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: CQ Functions, Room 201, 113-123 Queen Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Bankruptcy e-Learning

Wednesday 05 Sep 2018

Anytime

LEVEL 1 SESSION

Bankruptcy e-Learning

PRESENTED BY: Consumer Action Law Centre

LOCATION: Online

CPD CORE TOPICS: Bankruptcy

CPD POINTS: 2

CATEGORY: Technical, Skills

Financial counsellors assist people who are either bankrupt or considering bankruptcy all of the time. Bankruptcy can seem complex when you are starting out but understanding the basics can assist you and the people you help in navigating the bankruptcy process.

The session is grounded in practical casework scenarios. On successful completion of this session participants will learn:

  • The process that creditors must use to bankrupt someone;
  • The process that debtors use to bankrupt on their debts;
  • The consequences of bankruptcy;
  • The difference between bankruptcy and Debt Agreements; and
  • Some tips and tricks and things to be aware of when it comes to advising someone about bankruptcy

This e-learning will include some reading tasks, videos as well as some test questions. The link to access this e-learning session will be sent to you on the day along with some login instructions.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Client addictions

Monday 03 Sep 2018

12:30pm - 3:30pm

LEVEL 2 SESSION

Client addictions

PRESENTED BY: Cara Crossan, Psychologist, Caraniche; Annette Devereaux, Financial Counsellor, Bethany

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Addictions

CPD POINTS: 3

CATEGORY: Skills, Ethics

Addictions impact on the way financial counsellors work with clients. It is imperative that any response is within the context of an integrated team. Discover more about the specific needs of clients struggling with addiction, and of casework approaches that enhance client outcomes.

Participants will explore more about what are AOD barriers to casework outcomes, whether ‘stages of change’ impact on your work, and the use of strengths based/ client empowerment practice.

Cara Crossan is a trained Psychotherapist with special expertise in the field of Additions. Cara will be co-presenting with a financial counsellor on this topic.

Through casework examples, participants will learn:

  • To understand the physiological process of addiction recovery
  • About the role of different support providers in the addictions space
  • To identify when to make a specialist services referral and how to best work together
  • Deal with debt in a sustainable way

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Self-managed super funds and gambling

Monday 03 Sep 2018

10:00AM - 12:00PM

LEVEL 3 SESSION

Self-managed super funds and gambling

PRESENTED BY: Susan Orchard, Financial Counsellor

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Superannuation

CPD POINTS: 3

CATEGORY: Technical, Skills

Clients impacted by problem gambling are often vulnerable to scams and speculation. These clients are more likely to take risks - Self-Managed Super Funds (SMSF) are not unusual – How do SMSF’s work? What happens when the client has their hand in the till of their own super? Who regulates this and what happens to the tax liabilities? Find out what questions you should be asking and where to refer them.

Participants will learn:

  • How to recognise a Self-Managed Super Fund (SMSF)
  • The parameters of an SMSF
  • The risks of SMSF for people with gambling problems
  • Regulatory framework and Tax implications
  • Questions financial counsellors need to ask their clients

Susan Orchard is a problem gambling financial counsellor who is a former accountant with a background in SMSF. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Complex needs and pathways to independence WARRNAMBOOL

Wednesday 08 Aug 2018

12:00pm - 3:00pm

LEVEL 2 SESSION

Complex needs and pathways to independence WARRNAMBOOL

PRESENTED BY: Julie Aganoff, Psychologist, Change Futures

LOCATION: Western Network meeting, Bayside City Plaza, 24/36 Fairy Street, Warrnambool

CPD CORE TOPICS: Complex needs

CPD POINTS: 3

CATEGORY: Skills, Ethics

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways. How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply techniques such as motivational interviewing, mindfulness and change management for long term change
  • Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.
  • Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity
  • Avoid clients developing dependency on financial counselling services

Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Complex needs and pathways to independence STATEWIDE NETWORK

Tuesday 07 Aug 2018

1:00pm - 4:00pm

LEVEL 2 SESSION

Complex needs and pathways to independence STATEWIDE NETWORK

PRESENTED BY: Julie Aganoff, Psychologist, Change Futures

LOCATION: Robert Burke Room, Batman's Hill on Collins, 623 Collins Street, Melbourne

CPD CORE TOPICS: Complex needs

CPD POINTS: 3

CATEGORY: Skills, Ethics

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways. How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply techniques such as motivational interviewing, mindfulness and change management for long term change
  • Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.
  • Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity
  • Avoid clients developing dependency on financial counselling services

Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Complex needs and pathways to independence SPRINGVALE

Monday 06 Aug 2018

1:00pm - 4:00pm

LEVEL 2 SESSION

Complex needs and pathways to independence SPRINGVALE

PRESENTED BY: Julie Aganoff, Psychologist, Change Futures

LOCATION: Southern Network meeting, South East Community Links, Springvale

CPD CORE TOPICS: Complex needs

CPD POINTS: 3

CATEGORY: Skills, Ethics

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways. How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply techniques such as motivational interviewing, mindfulness and change management for long term change
  • Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.
  • Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity
  • Avoid clients developing dependency on financial counselling services

Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Credit card reforms

Tuesday 24 Jul 2018

9:30AM - 11:30AM

LEVEL 2 SESSION

Credit card reforms

PRESENTED BY: Consumer Action Law Centre; Financial Counsellor

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Consumer Credit Law

CPD POINTS: 3

CATEGORY: Technical

Credit cards are given special treatment under the National Consumer Credit Protection Act. Furthermore new responsible lending laws that apply specifically to credit cards are rolling out between July 2018 and January 2019.Financial counsellors and consumer advocates see many people who have been given credit cards that cause significant financial hardship. These new laws will provide important protections to your clients.

On successful completion of this session participants will learn:

  • What specific laws apply to credit cards and how to practically work with these laws
  • Which new laws have been introduced recently that apply to credit cards and how these laws can protect consumers
  • Details on running a responsible lending claim for someone with credit card debts

Participants will be required to complete a short pre-session task (reading and a survey) due two weeks before the session.

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Professional Supervision Training

Wednesday 27 Jun 2018

1:00PM - 4:00PM

LEVEL 3 SESSION

Professional Supervision Training

PRESENTED BY: Donna Letchford, FCRC

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale Street, Melbourne

CPD CORE TOPICS: Supervision

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

This session is to consolidate your learning about professional supervision and is the final step to becoming a professional supervisor. Participants must complete the two-day Delta Centre training before undertaking this session. Details of professional supervision training required by FCRC can be found on The Delta Centre website.

Consolidate and explore your professional supervision skills, and complete the last step of this training or refresh your understanding of the concepts of professional supervision, raise challenges. Consolidate best practice frameworks to support your financial counselling colleagues and assist the sector to become resilient.

Participants will:

  • Consolidate understanding of the role of professional supervision;
  • Explore ways of working with financial counsellors to develop their professionalism and capacity
  • Develop expertise in identifying challenges related to professional supervision;
  • Develop strategies to assist supervisees to recognise and address challenges;
  • Explore aspects of adult learning that you can build into the professional supervision framework that will assist the supervisee to further develop their capacity;
  • Explore challenges of professional supervision in the context of the financial counselling team and agencies - for those who have experience of professional supervision
  • Consolidate understanding of contracting, and other aspects of professional supervision.

This session will include presenter-led and group discussion components.

You will be able to spend some time in group professional supervision as a part of this session.

 

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Casework supervision: Conflicts and clients

Thursday 21 Jun 2018

10:00am – 1:00pm

LEVEL 3 SESSION

Casework supervision: Conflicts and clients

PRESENTED BY: Financial & Consumer Rights Council

LOCATION: Multicultural Hub, 506 Elizabeth Street, Melbourne VIC 3000

CPD CORE TOPICS: Casework Supervision

CPD POINTS: 3

CATEGORY: Skills, Ethics

In the context of family breakdown, often both parties in the situation will experience financial stresses, and may both seek support from a financial counsellor. This session considers how financial counsellors should manage the potential for complications in a situation where a client they represent is in conflict with a client represented by another financial counsellor – whether within the same agency, or from another agency.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Assess the potential for problems in representing a client in the context of family breakdown
  • Consider the relevance of family violence related issues
  • Establish appropriate professional interactions with another financial counsellor representing a client in conflict with their client

This session will be delivered by an experienced financial counsellor and professional supervisor and will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Complex needs and pathways to independence

Thursday 07 Jun 2018

10:00am-1:00pm

LEVEL 2 SESSION

Complex needs and pathways to independence

PRESENTED BY: Julie Aganoff, Psychologist

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Complex needs

CPD POINTS: 3

CATEGORY: Skills, Ethics

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways. Supporting clients with complex needs on their journey in becoming self-actualised and independent from the services of a financial counsellor is not easy to do. How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply techniques such as motivational interviewing, mindfulness and change management for long term change
  • Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.
  • Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity
  • Avoid clients developing dependency on financial counselling services

Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Complex needs and pathways to independence

Wednesday 06 Jun 2018

9:30am-12:30pm

LEVEL 2 SESSION

Complex needs and pathways to independence

PRESENTED BY: Julie Aganoff, Psychologist

LOCATION: Anglicare, 190 Commercial Road, Morwell VIC 3840

CPD CORE TOPICS: Complex needs

CPD POINTS: 3

CATEGORY: Skills, Ethics

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways. Supporting clients with complex needs on their journey in becoming self-actualised and independent from the services of a financial counsellor is not easy to do. How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply techniques such as motivational interviewing, mindfulness and change management for long term change
  • Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.
  • Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity
  • Avoid clients developing dependency on financial counselling services

Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Consumer leases - Where a client's household property is at risk MORWELL

Wednesday 06 Jun 2018

1:30pm – 4:30pm

LEVEL 2 SESSION

Consumer leases - Where a client's household property is at risk MORWELL

PRESENTED BY: Amanda Storey, Director of Legal Practice, Consumer Action Law Centre

LOCATION: Anglicare, 190 Commercial Road, Morwell VIC 3840

CPD CORE TOPICS: Consumer Credit Law

CPD POINTS: 3

CATEGORY: Technical, Skills

Clients’ property can be at risk of repossession or sale in a number of different scenarios –consumer leases are an increasingly common form of finance to access white goods as an alternative to purchasing outright. Different legislation and codes can apply to the contract and the powers the lender has to repossess and sell your clients’ goods. Learn the difference between a pledge, a loan and a lease and how to best advocate for your clients where their household goods or cars may be at risk of being seized and sold. This course takes participants through relevant codes and legal provisions governing these types of products.

The session is grounded in practical casework scenarios. Participants will learn:

  • The differences between a pledge, a loan and a lease
  • How the National Consumer Credit Protection Act applies to secured loans and consumer leases and the legal differences between those two products
  • Responsible lending requirements for loans and consumer leases, including ASIC Regulatory Guide 209
  • The law of blackmail securities and what property a lender cannot take security over
  • Different advocacy strategies and what to include when making representations on behalf of a client
  • The law surrounding pawn broking in Victoria

Presenters: Amanda Storey is the Director of Legal Practice at Consumer Action Law Centre.

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics

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Energy Forum (Statewide Network meeting)

Tuesday 05 Jun 2018

1:00PM - 4:00PM

LEVEL 1 SESSION

Energy Forum (Statewide Network meeting)

PRESENTED BY: Statewide Network

LOCATION: Optus, Level 1, 271 Collins Street, Melbourne

CPD POINTS: 3

CATEGORY: Utilities

Statewide Network meeting

Date: Tuesday, 5 June 2018
Venue: Optus,
Level 1, 271 Collins Street, Melbourne
Time: 9:30AM - 4:00PM

Network meeting: 9:30am – 11:45am
Optus presentation: 11:45am – 12:00pm
Lunch: 12:00pm – 1:00pm
Energy forum: 1:00pm – 4:00pm

Please register for this event by clicking the link below.

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Complex needs and pathways to independence

Tuesday 05 Jun 2018

1:00pm - 4:00pm

LEVEL 2 SESSION

Complex needs and pathways to independence

PRESENTED BY: Julie Aganoff, Psychologist

LOCATION: Benalla Community Care, 45 Coster St, Benalla

CPD CORE TOPICS: Complex needs

CPD POINTS: 3

CATEGORY: Skills, Ethics

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways. Supporting clients with complex needs on their journey in becoming self-actualised and independent from the services of a financial counsellor is not easy to do. How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply techniques such as motivational interviewing, mindfulness and change management for long term change
  • Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.
  • Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity
  • Avoid clients developing dependency on financial counselling services

Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Telephone Counselling

Friday 01 Jun 2018

9:30 am – 4:30 pm

LEVEL 2 SESSION

Telephone Counselling

PRESENTED BY: Preethi Vergis, Training and Outreach Manager, Consumer Action Law Centre

LOCATION: Meat Market, 5 Blackwood Street, North Melbourne

CPD CORE TOPICS: Telephone skills

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

The Telephone Counselling Skills training program has been developed for financial counsellors who assist to clients over the phone as part of their work. It will provide participants with a framework and strategies to work effectively in providing assistance to clients over the phone.

Participants will learn:

  • The skills necessary for phone casework
  • How to identify the different stages of a call and how to build the client relationship at each stage
  • Strategies for managing challenging calls
  • Strategies for self-care and reflective practice

Presenter: Preethi Vergis is a Training and Outreach Manager from Consumer Action Law Centre

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Consumer leases - Where a client's household property is at risk BALLARAT

Thursday 31 May 2018

1:00pm – 4:00pm

LEVEL 2 SESSION

Consumer leases - Where a client's household property is at risk BALLARAT

PRESENTED BY: Amanda Storey, Director of Legal Practice, Consumer Action Law Centre

LOCATION: CAFS Ballarat, 115 Lydiard St North, Ballarat VIC 3350

CPD CORE TOPICS: Consumer Credit Law

CPD POINTS: 3

CATEGORY: Technical, Skills

Clients’ property can be at risk of repossession or sale in a number of different scenarios –consumer leases are an increasingly common form of finance to access white goods as an alternative to purchasing outright. Different legislation and codes can apply to the contract and the powers the lender has to repossess and sell your clients’ goods. Learn the difference between a pledge, a loan and a lease and how to best advocate for your clients where their household goods or cars may be at risk of being seized and sold. This course takes participants through relevant codes and legal provisions governing these types of products.

The session is grounded in practical casework scenarios. Participants will learn:

  • The differences between a pledge, a loan and a lease
  • How the National Consumer Credit Protection Act applies to secured loans and consumer leases and the legal differences between those two products
  • Responsible lending requirements for loans and consumer leases, including ASIC Regulatory Guide 209
  • The law of blackmail securities and what property a lender cannot take security over
  • Different advocacy strategies and what to include when making representations on behalf of a client
  • The law surrounding pawn broking in Victoria

Presenters: Amanda Storey is the Director of Legal Practice at Consumer Action Law Centre.

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Managing the client narrative

Tuesday 22 May 2018

1:00PM - 3:00PM

LEVEL 2 SESSION

Managing the client narrative

PRESENTED BY: Financial & Consumer Rights Council (FCRC), Psychologist

LOCATION: Connect Health & Community, 2A Gardeners Road, Bentleigh East

CPD CORE TOPICS: Interview techniques

CPD POINTS: 3

CATEGORY: Skills, Ethics

Being able to get the facts from your client while understanding their story can be a challenge. Learn how to keep your client on-track to enable accurate assessment of their situation while minimising the risk of vicarious trauma, and using your time efficiently. Develop your capacity to manage client interaction to keep focus on essential elements that can achieve the best financial counselling outcomes.

This session will also equip financial counsellors with the skills to guide clients towards prompt and effective decision-making to not only stabilise, but also to progress their situation – Health, relationships and employment prospects are areas which often benefit from empowering your client.

The session is grounded in practical casework scenarios. Participants will learn:

  • How to minimise the risk of vicarious trauma by focusing the client narrative
  • Accurately identify and address co-presenting issues such as trauma, AOD and gambling
  • Counselling skills to assist clients in adopting effective and sustainable solutions to their financial problems
  • To assist clients in recognising early intervention as the best intervention
  • How to help an indecisive client see the benefits of prompt decision making to empower and regain control of their situation

Psychologist and Financial Counsellor to co-present. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Casework supervision: Conflicts and clients

Friday 11 May 2018

1:00PM - 3:00PM

LEVEL 3 SESSION

Casework supervision: Conflicts and clients

PRESENTED BY: Financial & Consumer Rights Council

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Casework Supervision

CPD POINTS: 3

CATEGORY: Skills, Ethics

In the context of family breakdown, often both parties in the situation will experience financial stresses, and may both seek support from a financial counsellor. This session considers how financial counsellors should manage the potential for complications in a situation where a client they represent is in conflict with a client represented by another financial counsellor – whether within the same agency, or from another agency.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Assess the potential for problems in representing a client in the context of family breakdown
  • Understand and identify co-morbidity issues and their impact on case management
  • Manage the interactions between family violence, gambling and AOD related issues in clients’ situations, including appropriate use of referrals and other supports
  • Establish appropriate professional interactions with other financial counsellors or advocates representing related or linked clients

This session will be delivered by an experienced financial counsellor and a professional supervisor and will include presenter-led and group discussion based on actual scenarios.

 

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Wednesday 09 May 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Monday 07 May 2018

TUESDAY 8 MAY: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Consumer leases - Where a client's household property is at risk

Monday 30 Apr 2018

1:30pm – 4:30pm

LEVEL 2 SESSION

Consumer leases - Where a client's household property is at risk

PRESENTED BY: Catherine Miller, Senior Solicitor, Consumer Action Law Centre, and Barbora Ježek, Solicitor, Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Consumer Credit Law

CPD POINTS: 3

CATEGORY: Technical, Skills

Clients’ property can be at risk of repossession or sale in a number of different scenarios –consumer leases are an increasingly common form of finance to access white goods as an alternative to purchasing outright. Different legislation and codes can apply to the contract and the powers the lender has to repossess and sell your clients’ goods. Learn the difference between a pledge, a loan and a lease and how to best advocate for your clients where their household goods or cars may be at risk of being seized and sold. This course takes participants through relevant codes and legal provisions governing these types of products.

The session is grounded in practical casework scenarios. Participants will learn:

  • The differences between a pledge, a loan and a lease
  • How the National Consumer Credit Protection Act applies to secured loans and consumer leases and the legal differences between those two products
  • Responsible lending requirements for loans and consumer leases, including ASIC Regulatory Guide 209
  • The law of blackmail securities and what property a lender cannot take security over
  • Different advocacy strategies and what to include when making representations on behalf of a client
  • The law surrounding pawn broking in Victoria

Presenters: Catherine Miller is a Senior Solicitor and Barbora Ježek is a Solicitor, both at Consumer Action Law Centre.

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Managing the client narrative

Monday 30 Apr 2018

9:30am – 12:30pm

LEVEL 2 SESSION

Managing the client narrative

PRESENTED BY: Financial & Consumer Rights Council, Psychologist

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Interview techniques

CPD POINTS: 3

CATEGORY: Skills, Ethics

Being able to get the facts from your client while understanding their story can be a challenge. Learn how to keep your client on-track to enable accurate assessment of their situation while minimising contributing factors of vicarious trauma. Develop your capacity to manage client interaction to keep focus on essential elements that can achieve the best financial counselling outcomes.

This session will also equip financial counsellors with the skills to guide clients towards prompt and effective decision-making to not only stabilise, but also to progress their situation – Health, relationships and employment prospects are areas which often benefit from empowering your client.

The session is grounded in practical casework scenarios. Participants will learn:

  • How to minimise vicarious trauma by focusing the client narrative
  • Counselling skills to assist clients in adopting effective and sustainable solutions to their financial problems
  • To assist clients in recognising early intervention as the best intervention
  • How to help an indecisive client see the benefits of prompt decision making to empower and regain control of their situation

Psychologist and Financial Counsellor to co-present. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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The Mortgage Stress Lifecycle

Monday 23 Apr 2018

9:30am – 12:30pm

LEVEL 2 SESSION

The Mortgage Stress Lifecycle

PRESENTED BY: David Niven; Senior Solicitor, Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Hardship Systems

CPD POINTS: 3

CATEGORY: Technical

Mortgage stress is an ongoing issue which the sector is continues to see. Are you equipped with the appropriate skills and knowledge to identify the best interventions to put in place at which time? Learn the life cycle of mortgage stress – hardship, default notices, court proceedings, judgment, repossession, sheriff intervention - and how to get the best outcome for clients at different stages of the cycle.

The session is grounded in practical casework scenarios and analysis of recent judgements. Participants will learn about:

  • The different powers of Ombudsman schemes depending on where clients sit in the cycle
  • Accessing relevant hardship supports at the various mortgage stress cycle points
  • Consumer rights in relation to lending and financial products relevant to clients in mortgage stress
  • Latest developments on hardship requests and clients in financial difficulty
  • Recent case law on responsible lending and how that applies to irresponsible home loans
  • How to advocate for your client beyond hardship, including running claims of maladministration in FOS or CIO

Presenters: David Niven is a Senior Solicitor at Consumer Action Law Centre.

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Friday 20 Apr 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Ballarat

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 18 Apr 2018

THURSDAY 19 APR: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Ballarat

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Wednesday 28 Mar 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Benalla

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Monday 26 Mar 2018

TUESDAY 27 MAR: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Benalla

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Friday 23 Mar 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Frankston

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 21 Mar 2018

THURSDAY 22 MAR 2018: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Frankston

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 14 Mar 2018

THURSDAY 15 MAR: 2018: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Thursday 08 Mar 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Sale

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Telephone Counselling

Wednesday 07 Mar 2018

9:30 am – 4:30 pm

LEVEL 2 SESSION

Telephone Counselling

PRESENTED BY: Preethi Vergis, Training and Outreach Manager, Consumer Action Law Centre

LOCATION: Meat Market, 5 Blackwood Street, North Melbourne

CPD CORE TOPICS: Telephone skills

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

The Telephone Counselling Skills training program has been developed for financial counsellors who assist to clients over the phone as part of their work. It will provide participants with a framework and strategies to work effectively in providing assistance to clients over the phone.

Participants will learn:

  • The skills necessary for phone casework
  • How to identify the different stages of a call and how to build the client relationship at each stage
  • Strategies for managing challenging calls
  • Strategies for self-care and reflective practice

Presenter: Preethi Vergis is a Training and Outreach Manager from Consumer Action Law Centre

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Tuesday 06 Mar 2018

WEDNESDAY 7 MAR: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Sale

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Webinar: Insurance Suitability

Thursday 01 Mar 2018

10:00am – 11:00am (webinar)

LEVEL 1 SESSION

Webinar: Insurance Suitability

PRESENTED BY: Phillippa Heir, Senior Solicitor, Consumer Action Law Centre (CALC)

LOCATION: Online

CPD CORE TOPICS: Superannuation and insurance

CPD POINTS: 3

CATEGORY: Technical

Insurance can be a life saver to a client when the unimaginable happens. As a financial counsellor your role often involves assisting in the claim and follow up with a client, who may not realise they even have insurance until well after the fact, or if at all. But what happens if it isn’t needed or is unsuitable for the client’s situation? Or, the claim is declined for something your client thought was covered? This session will help you assess the suitability of insurance products held by a client, and identify ways of addressing problems with the insurance products they have purchased.

Both parts of this session are required to be completed and include:

  1. Pre-webinar task. To review your understanding of content and learning, financial counsellors are to undertake a pre-webinar task and questionnaire to be sent out one week prior, with any questions eventuating from this being addressed within the next component.
  2. A one hour webinar which will help you:
  • Identify types of insurance a client may unknowingly possess
  • Recognise where insurance can be hidden in contracts and superannuation
  • Find the ‘red flags’ and ‘hot spots’ to look out for indicating suitability of the product for the client
  • Advocate for clients effectively with insurance providers

Access to this e-learning session will be facilitated by a link sent to registrants one week prior to the session. The registration link will provide an overview of materials and processes for the session. Materials will include information about relevant legislation and industry codes, and case studies.

Presenter: Phillippa Heir is a senior solicitor from Consumer Action Law Centre.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Tuesday 13 Feb 2018

WEDNESDAY 14 FEB: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Wednesday 07 Feb 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Monday 05 Feb 2018

TUESDAY 6 FEB: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Thursday 01 Feb 2018

9:30AM - 4:30PM

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 5

CATEGORY: Technical

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Tuesday 30 Jan 2018

WEDNESDAY 31 JAN: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Professional Supervision Training

Thursday 07 Dec 2017

12:30PM - 3:30PM

LEVEL 3 SESSION

Professional Supervision Training

PRESENTED BY: Donna Letchford, FCRC

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale Street, Melbourne

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

This session is to consolidate your learning about professional supervision and is the final step to becoming a professional supervisor. Participants must complete the two-day Delta Centre training before undertaking this session. Details of professional supervision training required by FCRC can be found on The Delta Centre website.

Consolidate and explore your professional supervision skills, and complete the last step of this training or refresh your understanding of the concepts of professional supervision, raise challenges. Consolidate best practice frameworks to support your financial counselling colleagues and assist the sector to become resilient.

Participants will:

  • Consolidate understanding of the role of professional supervision;
  • Explore ways of working with financial counsellors to develop their professionalism and capacity
  • Develop expertise in identifying challenges related to professional supervision;
  • Develop strategies to assist supervisees to recognise and address challenges;
  • Explore aspects of adult learning that you can build into the professional supervision framework that will assist the supervisee to further develop their capacity;
  • Explore challenges of professional supervision in the context of the financial counselling team and agencies - for those who have experience of professional supervision
  • Consolidate understanding of contracting, and other aspects of professional supervision.

This session will include presenter-led and group discussion components.

You will be able to spend some time in group professional supervision as a part of this session.

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Complex Needs and Pathways to Independence Pilot Program

Tuesday 05 Dec 2017

1:00PM - 4:00PM

LEVEL 1 SESSION

Complex Needs and Pathways to Independence Pilot Program

PRESENTED BY: Julie Aganoff

LOCATION: Multicultural Hub, 506 Elizabeth Street, Melbourne

CPD POINTS: 3

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways.

Supporting clients with complex needs on their journey in becoming self-actualised and independent from the services of a financial counsellor is not easy to do.

How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios.

Participants will learn to:

• Apply techniques such as motivational interviewing, mindfulness and change management for long term change

• Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.

• Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity

• Address barriers to client participation in social and economic activities

• Avoid clients developing dependency on financial counselling services

Dr Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

 

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Payday Lenders: Last resort or loan sharks?

Wednesday 29 Nov 2017

1:00PM - 4:00PM

LEVEL 1 SESSION

Payday Lenders: Last resort or loan sharks?

PRESENTED BY: Consumer Action Law Centre (CALC); Financial Counsellor TBA

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Credit Law

CPD POINTS: 3

CATEGORY: Technical, Skills

Payday lending continues to be a primary source of credit for many vulnerable consumers. Learn whether the credit laws protect consumers from predatory payday lending practices.

Participants will learn how to:

  • Identify and distinguish between small amount credit contracts, medium account credit contracts and general credit contracts
  • Understand the responsible lending requirements which apply to small amount credit contracts
  • Identify ‘avoidance models’
  • Seek compensation for your clients
  • Recognise systemic issues and required reform
  • Make a complaint to regulators
  • Advocate effectively for your client and contribute to changes in law

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Letters with punch!

Wednesday 22 Nov 2017

1:00PM - 3:00PM

LEVEL 2 SESSION

Letters with punch!

PRESENTED BY: Financial and Consumer Rights Council (FCRC); Specialist problem gambling financial counsellors TBA

LOCATION: Victorian Responsible Gambling Foundation; Level 6, 14–20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Hardship systems

CPD POINTS: 3

CATEGORY: Technical

Letters are a critical tool to advocate for clients in financial hardship; they also reflect our professional capacity. Clients impacted by gambling frequently have comorbid issues and there may need to be a clinical approach to presenting medical or mental health information to get the best hardship outcomes. Hardship systems also have particular criteria and then there are letter conventions! Not to mention things like grammar that are crucial in the interpretation of the meaning of the letters we write!

Lots of reasons to get those letters right and tight!

Take part in this interactive workshop to:

  • Look at letter structure and appropriate tenses / grammar to use
  • Why standard letters can be good and how to enhance them
  • Write some letters to specialist services – e.g. Creditors, VCAT, SSAT, EDR scheme
  • Discuss whether you reveal problem gambling behaviour or not; if so how
  • Discuss approaches through casework examples

Bring your complex situations and let’s write!

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Section 271: to declare or not to declare gambling

Wednesday 22 Nov 2017

10:00AM - 12:00PM

LEVEL 2 SESSION

Section 271: to declare or not to declare gambling

PRESENTED BY: Australian Financial Services Authority (AFSA)

LOCATION: Victorian Responsible Gambling Foundation; Level 6, 14–20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Bankruptcy

CPD POINTS: 3

CATEGORY: Technical

The Statement of Affairs, completed when a person petitions for bankruptcy, asks for a reason for the financial difficulty and debt. Gambling is one of the choices, and yet, financial counsellors rarely if ever, advice their client to tick this box.

Take part in this interactive session to:

  • Understand what the risk is about ticking the ‘gambling’ box
  • What section 271 of the Bankruptcy Act says
  • Explore whether our fears about ticking this box are substantiated

AFSA as the bankruptcy expert will discuss the approach taken in assessing the Statement of Affairs and:

  • Whether there is a risk in ticking the gambling box
  • What data Australian Financial Services Authority (AFSA) collects about the causes of bankruptcy
  • How AFSA expects people to assess the primary cause of debt that has led to the petition to bankrupt

This session will include presenter-led and group discussion based on actual scenarios to consolidate your knowledge.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

DOWNLOAD LEARNING MATERIALS:

S271 - CPD Presentation (2).pptx

 

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Are we there yet? Making Sense of Fine Reform

Tuesday 14 Nov 2017

9:30AM - 4:30PM

LEVEL 2 SESSION

Are we there yet? Making Sense of Fine Reform

PRESENTED BY: Infringements Working Group

LOCATION: Supper Room - Melbourne Town Hall

CPD POINTS: 6

CATEGORY: Technical, Ethics

At this Infringements Working Group event you'll hear from a range of panellists to discuss best practice and recent and impending changes to the Victorian infringements system. Panellists include representatives from the Department of Justice and Regulation, the Infringements Court, the Magistrates’ Court, the Sheriff’s Office, community legal centres, Victoria Legal Aid and the Financial and Consumer Rights Council.

Featuring guest performance by Kutcha Edwards.

Topics covered will include:

  • Overview of the fines system
  • Introduction to Fines Victoria, new powers of the Sheriff and the consolidated payment system
  • Work and Development Permits
  • Enforcement and internal review, family violence and the role of the Court

Designed for: Community and volunteer lawyers, financial counsellors.
Free entry to carers of participants with a disability.

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Credit Reporting: How to use it for your advantage

Tuesday 31 Oct 2017

10:00AM - 11:00AM

LEVEL 1 SESSION

Credit Reporting: How to use it for your advantage

PRESENTED BY: Consumer Action Law Centre (CALC)

LOCATION: Online

CPD CORE TOPICS: Credit law

CPD POINTS: 3

CATEGORY: Technical, Skills

Credit reporting laws changed in 2013. This Level 1 session will assist you to understand the changes and their impacts on your clients and your casework. You will become familiar with the challenges and pitfalls of the credit reporting regime and how best to navigate this for your client.

Both parts of this session are required must be completed.

1. A one hour webinar led by the Consumer Action Law Centre that will assist you in:

  • How to identify who can access a credit report
  • Knowing what information can be listed on your credit report
  • How to challenge the report if information is incorrect, including statute barred debts
  • Use of External Dispute Resolution (EDR)
  • Understanding the future of positive credit reporting
  • Identifying areas that need change and how you can help

2. A post webinar task and questionnaire will be sent to you for completion to review your understanding of content and consolidate your learning. This will remain open until Tuesday, 28th November 2017.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Barriers to making effective decisions

Wednesday 11 Oct 2017

3:00PM - 5:00PM

LEVEL 2 SESSION

Barriers to making effective decisions

PRESENTED BY: Julie Aganoff, Psychologist

LOCATION: 2017 FCRC Conference: The Mantra, Mountjoy Parade, Lorne

CPD CORE TOPICS: Advanced Casework Skills

CPD POINTS: 3

CATEGORY: Skills

Traumatic events are different for everyone; 4 significant events shape the way we (and our clients) respond to events- these are facts that impact on our clients and ourselves. This session explores the underlying psychology and physiology of trauma and assist you to better understand the dynamic of trauma informed practice, and improve your own health as well as your client’s!

Julie Agonoff is a psychologist expert on vicarious trauma and how we can better inform our practices as financial counsellors. Participants in this session will to:

  • Understand what trauma is and its impacts
  • Recognise trauma in our own lives
  • Recognise trauma in the lives of others

This session will include presenter-led and group discussion based on actual scenarios, and some reflective practice guidance.

Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

DOWNLOAD LEARNING MATERIALS:

Trauma Basics.pdf

 

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Code up!

Wednesday 11 Oct 2017

12:30PM - 2:30PM

LEVEL 2 SESSION

Code up!

PRESENTED BY: Rose-Marie Galea, Code Compliance Monitoring Committee (CCMC); Abhinav Agarwal, Energy & Water Ombudsman Victoria (EWOV)

LOCATION: 2017 FCRC Conference: The Mantra, Mountjoy Parade, Lorne

CPD CORE TOPICS: Ombudsman Schemes

CPD POINTS: 3

CATEGORY: Technical, Skills

Financial counsellors often forget about Codes of Practice as a major advocacy tool.

There are four Financial Service codes that financial counsellors need to be familiar with and use in everyday financial counselling practice – Banking, General Insurance, Insurance Brokers and Customer Owned Banking.

The Essential Services Commission will have released its new energy code by this time. Chris Stuart Walker will provide you with an explanation of the code.

This session will explore the relationship of Codes to service provision, financial hardship, standards of professional conduct and dispute resolution that will provide better advocacy for your clients!

Participants will learn about:

  • Application of relevant Codes of Practice to hardship provisions
  • How best to use codes as a means of raising systemic issues
  • Recent changes to Banking and Energy codes and what this means for clients

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

DOWNLOAD LEARNING MATERIALS

EWOV Abhi FCRC Conference.pdf

Overview of Codes as advocacy tool - FCRC Conference 2017.pdf

2017 FCRC Conference Case Studies for Code Team presentation .pdf

Code it Better Training - Case Study.docx

 

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More on Predatory for-profit debt business

Tuesday 19 Sep 2017

10:00AM - 11:00AM (with 1 hour task to complete prior)

LEVEL 2 SESSION

More on Predatory for-profit debt business

PRESENTED BY: Consumer Action Law Centre (CALC)

LOCATION: Online

CPD CORE TOPICS: Debt collection

CPD POINTS: 3

CATEGORY: Technical, Skills

Debt Vultures are on the prowl! Watch this webinar to familiarise yourself with their practices to assist those clients negatively impacted by their dealings with Debt Vultures.

Both parts of this session are required to be completed and include:

1. Pre-webinar task. To review your understanding of content and learning, financial counsellors are to undertake a pre-webinar task and questionnaire to be sent out two weeks prior, with any questions eventuating from this being addressed within the next component.

2. A one hour webinar which will help you:

  • Identify who debt vultures are
  • How legal principles apply to the different business models that debt vultures use
  • Navigate ways you might be able to help your client (e.g. letter of demand, EDR complaint, making a referral) and how to choose the most effective method for your client
  • Build knowledge of what reform is needed and how you can contribute to systemic change

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

ACCESS THE WEBINAR

DOWNLOAD LEARNING MATERIALS:

170919 - PP - Debt Vultures SPDP webinar.pptx

Debt Vultures Explainer.pdf

In focus - Debt management firms.pdf

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What’s yours is mine …. Isn’t it?

Tuesday 12 Sep 2017

1:00PM - 3:00PM

LEVEL 2 SESSION

What’s yours is mine …. Isn’t it?

PRESENTED BY: Stephen Winspear, Moores Legal

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Family law

CPD POINTS: 3

CATEGORY: Technical, Ethics

What should I tell my client about separation? Consolidate your knowledge about family law as it relates to separation of married / de-facto / same sex partners; consider comorbid issues and capacity as these apply to decision making and other key aspects of family law

This session opens with presentation from expert lawyers to address:

  • Family law around separation – division of assets and rights
  • What happens legally when partners in a long term same sex relationship separate
  • Family law and credit law – do the two match?
  • Family Law and Bankruptcy law – recent cases
  • What financial counsellors need to know about the Family Law Act

Through exploration of complex cases and group discussion you will find ways to:

  • Provide accurate information to your clients
  • Know when to refer
  • Support your clients whilst family law settlements are going on
  • Deal with debt issues without conflict

Stephen Winspear is a partner at Moores Legal with expertise in family law, who has delivered to financial counsellors. This session will include group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

DOWNLOAD LEARNING MATERIALS:

FCRC presentation - family law and finance.pdf

 

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Clients: addictions and an integrated approach

Tuesday 12 Sep 2017

10:00AM - 12:00PM

LEVEL 2 SESSION

Clients: addictions and an integrated approach

PRESENTED BY: Odyssey House

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Addictions and casework

CPD POINTS: 3

CATEGORY: Skills, Ethics

Addictions impact on the way financial counsellors work with clients. It is imperative that any response is within the context of an integrated team. Discover more about the specific needs of clients struggling with addiction, and of casework approaches that enhance client outcomes.

With presentations from experts on various AOD addictions, participants will explore more about what are AOD barriers to casework outcomes, whether ‘stages of change’ impact of your work, and the use of strengths based/ client empowerment practice

Through casework examples, participants will learn to:

  • Deliver financial counselling in an integrated way
  • Understand role and referral to specialist services and how best to work together
  • Deepen your knowledge of the physiological process of addiction recovery
  • Deal with debt in a sustainable way

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

DOWNLOAD LEARNING MATERIALS:

Case studies.docx

Different sides of the same coin.pdf

Pokie losses data national.pdf

 

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Small business failure- the peril of debt

Tuesday 05 Sep 2017

10:00AM - 12:00PM

LEVEL 2 SESSION

Small business failure- the peril of debt

PRESENTED BY: Justin Howlett, Partner, Sellers, Muldoon, Benton solicitors; Heather Barclay, Small Business Financial Counsellor, Rural Financial Counselling Service Victoria - Wimmera South West

LOCATION: Geelong West Town Hall - Supper room; 153 Pakington Street, Geelong West, VIC

CPD CORE TOPICS: Bankruptcy

CPD POINTS: 3

CATEGORY: Technical, Ethics

Ever had that client who had an ABN to trade, or has a failed business which is closed- leaving lots of debt and facing potential bankruptcy? Find out what you can do as a financial counsellor for individuals who have a failed business and are in financial difficulty.

The session is grounded in practical scenarios. Participants will consolidate their understanding of:

  • the financial counsellor responsibility in relation to small business
  • the role of the small business council in providing advice
  • ways of working with sole traders who need to bankrupt
  • what needs to happen in relation to the ATO to prevent further debt
  • PAYG liabilities and consequences of debt on the individual
  • Superannuation liabilities and consequences of debt on the individual

Justin Howlett is an industry expert with Sellers Muldoon Benton. Heather Barclay is a Small Business Financial Counsellor with Rural Financial Counselling Service Victoria - Wimmera South West.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.


DOWNLOAD LEARNING MATERIALS:

Fact-Sheet-4-Small-Business-Debts.pdf

SMALL BUSINESS FAILURE The Perils of Debt.pptx

 

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The role of financial counselling in prisons

Tuesday 05 Sep 2017

1:00PM - 3:00PM

LEVEL 3 SESSION

The role of financial counselling in prisons

PRESENTED BY: West Justice; Kaye Norris, Financial Counsellor, Diversitat; Colin Handreck, Coordinator Financial Counselling, Child & Family Services Ballarat Inc. (CAFS)

LOCATION: Geelong West Town Hall - Supper room; 153 Pakington Street, Geelong West, VIC

CPD CORE TOPICS: Debt collection

CPD POINTS: 3

CATEGORY: Technical, Skills

When a person is incarcerated there is an opportunity to improve financial outcomes for a better future if financial counselling is offered to the prisoner. Financial Counsellors have been attending prisons for years and have developed unique skills. West Justice has been instrumental in a bulk debt project called ‘Clean Slate’

This session offers the insights of financial counselling and legal experts on how to improve the lives of prisoners before they are released, reducing recidivism, and making for a better chance at life.

Participants will explore the context of working within the prison system, and look at:

  • Fine debt that can be managed concurrently to a sentence, and how this works
  • Documents; what happens when a person is arrested and has nothing with them?
  • How to work within the constraints of prison security;
  • Communication with creditors
  • Preparing for release- educating the prisoner about debt and rights

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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New frontiers of gambling

Tuesday 29 Aug 2017

1:00PM - 3:00PM

LEVEL 2 SESSION

New frontiers of gambling

PRESENTED BY: Lauren Levin, Director, Policy & Campaigns, Financial Counselling Australia; Susan Orchard, Financial Counsellor, Connect Health and Community

LOCATION: Victorian Responsible Gambling Foundation; Level 6, 14–20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Gambling / Addictions and casework

CPD POINTS: 3

CATEGORY: Technical, Skills

Online betting is a growth industry – its reach and market share increasing. Get some insight about how you detect online gambling, recognise speculation, and know about contracts for difference. Find out what’s legal and what’s not. Recognise and explore different ways of working with clients.

This two hour session is grounded in practical casework scenarios and will be particularly relevant for financial counsellors working with this client group. Participants will learn about:

  • The rise of online betting and how it traps gamblers
  • Ways to identify online gambling from client bank statements
  • Speculative activity (e.g. contracts for difference, bit coin) and whether it is a form of gambling
  • Current and future regulatory framework to address online gambling

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

DOWNLOAD LEARNING MATERIALS:

LEVIN DUDS MUGS gambling FCRC Pd August 2017.ppt

handouts pm Session.pdf

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Self-managed super funds and gambling – are there hands in the cookie jar?

Tuesday 29 Aug 2017

10:00AM - 12:00PM

LEVEL 3 SESSION

Self-managed super funds and gambling – are there hands in the cookie jar?

PRESENTED BY: Pam Mutton and Susan Orchard, Financial Counsellors, Connect Health and Community

LOCATION: Victorian Responsible Gambling Foundation; Level 6, 14–20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Superannuation and insurance

CPD POINTS: 3

CATEGORY: Technical, Skills

Clients impacted by problem gambling are often vulnerable to scams and speculation. These clients are more likely to take risks - Self-Managed Super Funds (SMSF) are not unusual – How do SMSF’s work? What happens when the client has their hand in the till of their own super? Who regulates this and what happens to the tax liabilities? Find out what questions you should be asking and where to refer them.

Participants will learn:

  • How to recognise a Self-Managed Super Funds (SMSF)
  • The parameters if an SMSF
  • The risks of SMSF for people with gambling problems
  • Regulatory framework and Tax implications
  • Questions financial counsellors need to ask their clients

Susan Orchard is a problem gambling financial counsellor who is a former accountant with a background in SMSF. Pam Mutton is an experienced financial counsellor that has worked with problem gamblers and their families for several years. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

DOWNLOAD LEARNING MATERIALS:

Handouts am session.pdf

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Casework Supervision: staff, case notes & mitigating risk

Tuesday 22 Aug 2017

1:00PM - 4:00PM

LEVEL 3 SESSION

Casework Supervision: staff, case notes & mitigating risk

PRESENTED BY: Consumer Action Law Centre (CALC); Financial & Consumer Rights Council (FCRC); Agency Manager

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Advanced Casework Supervision

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

Casework supervision of staff involves reviewing client files. Do your file audits ever encounter inconsistent or sub-standard case notes? Learn how to assist your staff to improve these documents and mitigate risk for your agency.

The first part of this session will involve a panel discussion involving presenters from Financial & Consumer Rights Council (FCRC), Consumer Action Law Centre (CALC) who will discuss:

  • Professional obligations and regulatory requirements of case notes
  • Understanding client privacy of case notes and their impact on areas of the law
  • Professional indemnity insurance requirements and risk management
  • How the Code of Ethics developed by Financial Counselling Australia applies to Financial Counsellors
  • Expectations of managers and team leaders for casework supervision purposes

The second component of this session will involve a CALC led presentation of casework supervision approaches by managers and team leaders from the sector. Using case note examples where participants will have an open discussion to find best approach on:

  • What is considered ‘best practice’ of management of case files
  • Complaint management and ethical issues such as conflicts, capacity, client instructions, suicide threats, client confidentiality
  • The level of information required in case-notes between different agencies.
  • How a basic template would look for financial counsellors which can be used in everyday practice.
  • How good case notes can be used to contribute to systemic change

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

DOWNLOAD LEARNING MATERIALS:

170822 Casework Supervision.pptx

ALLOCATE method 080817.pdf

CASE PLANNING AND CASE NOTES.PDF

https://www.childwise.org.au/page/42/state-legislation-reporting-vic

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Get those case notes done!

Tuesday 08 Aug 2017

1:30PM - 4:30PM

LEVEL 2 SESSION

Get those case notes done!

PRESENTED BY: Consumer Action Law Centre (CALC); Financial & Consumer Rights Council (FCRC)

LOCATION: Maurice Blackburn 10/456 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Maintaining records

CPD POINTS: 3

CATEGORY: Skills, Ethics

Case notes must reflect an accurate and timely record of client engagement, events and key activities undertaken during advocacy; case notes must meet legal obligations, be clear and objective. Arm yourself with the best tools for effective and accurate communication.

The first part of this session will involve a panel discussion involving presenters from Financial & Consumer Rights Council (FCRC), Consumer Action Law Centre (CALC), an agency manager, and financial counsellor, who will focus on:

  • Professional and legal obligations
  • What is considered ‘best practice’ within the sector
  • A template using the SOAP case note format and how to develop a case plan
  • Privacy of the client and case notes which can impact in areas such as family law, fraud etc.
  • How good case notes can contribute to systemic issue identification

The second component of this session will involve a CALC led workshop using examples and case studies where participants will:

Understand the level of information required in case-notes between different agencies

Investigate common themes which can be used as ‘bench marks’ within the sector

  • Consider ways to improve their communication skills to achieve better outcomes for clients
  • Develop a template which financial counsellors can be used in everyday practice

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

DOWNLOAD THE LEARNING MATERIALS:

Case planning and case notes

Case studies

Presentation slides

 

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Professional Supervision Training

Wednesday 19 Jul 2017

10:00AM - 1:00PM

LEVEL 3 SESSION

Professional Supervision Training

PRESENTED BY: Bernadette Pasco and Peter Gartlan, FCRC

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale Street, Melbourne

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

This session is to consolidate your learning about professional supervision and is the final step to becoming a professional supervisor. Participants must complete the two-day Delta Centre training before undertaking this session. Details of professional supervision training required by FCRC can be found on The Delta Centre website.

Consolidate and explore your professional supervision skills, and complete the last step of this training or refresh your understanding of the concepts of professional supervision, raise challenges. Consolidate best practice frameworks to support your financial counselling colleagues and assist the sector to become resilient.

Participants will:

  • Consolidate understanding of the role of professional supervision;
  • Explore ways of working with financial counsellors to develop their professionalism and capacity
  • Develop expertise in identifying challenges related to professional supervision;
  • Develop strategies to assist supervisees to recognise and address challenges;
  • Explore aspects of adult learning that you can build into the professional supervision framework that will assist the supervisee to further develop their capacity;
  • Explore challenges of professional supervision in the context of the financial counselling team and agencies - for those who have experience of professional supervision
  • Consolidate understanding of contracting, and other aspects of professional supervision.

This session will include presenter-led and group discussion components.

You will be able to spend some time in group professional supervision as a part of this session.

Download the learning materials here:

PROFESSIONAL SUPERVISION 2017.pptx

Debrief process useful in supervision

Gibbs Reflective Cycle

Reflective practice approaches

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Addictions: an integrated client approach

Thursday 13 Jul 2017

10:30AM - 12:30PM

LEVEL 2 SESSION

Addictions: an integrated client approach

PRESENTED BY: Odyssey House; Annette Devereaux, Team Leader, Bethany Community Support

LOCATION: St Lukes Anglicare, 10 Mundy Street, Bendigo

CPD CORE TOPICS: Addictions and casework

CPD POINTS: 3

CATEGORY: Skills, Ethics

Addictions impact on the way financial counsellors work with clients. It is imperative that any response is within the context of an integrated team. Discover more about the specific needs of clients struggling with addiction, and of casework approaches that enhance client outcomes.

With presentations from experts on various Alcohol and Other Drug (AOD) addictions, participants will explore more about what are AOD barriers to casework outcomes, whether ‘stages of change’ impact of your work, and the use of strengths based/ client empowerment practice

Through casework examples, participants will:

  • Deliver financial counselling in an integrated way
  • Understand role and referral to specialist services and how best to work together
  • Have a deeper knowledge of the physiological process of addiction recovery
  • Deal with debt in a sustainable way

This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

Powerpoint slides

Case study 1

Case study 2

Case study 3

Welcome to my relapse

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e-Safety for Women training

Wednesday 01 Mar 2017

10AM-12PM

LEVEL 1 SESSION

e-Safety for Women training

PRESENTED BY: Office of the Children's eSafety Commissioner and WESNET

LOCATION: Geelong

CPD POINTS: 3 points

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e-Safety for Women training

Tuesday 28 Feb 2017

10AM-12PM

LEVEL 1 SESSION

e-Safety for Women training

PRESENTED BY: Office of the Children's eSafety Commissioner and WESNET

LOCATION: Melbourne CBD

CPD POINTS: 3 points

Safe access to technology is crucial for women so they can stay connected to their family and friends, engage with the world, and get information and support.

The Office of the Children’s eSafety Commissioner and WESNET will be jointly delivering first-level training to raise awareness of technology-facilitated abuse and what can be done about it.

This presentation has been created by the Office of the Children's eSafety Commissioner and WESNET, with support from the Department of Social Services. The presentation is a two-hour workshop for frontline and specialist staff, mainstream professionals and those volunteering in the domestic violence field.

The workshops will give participants:

  • a detailed understanding of how technology-facilitated abuse can occur
  • the knowledge and confidence to support women and families experiencing or recovering from this type of abuse.

Participants will be equipped to assist clients to take control of the technology they are using - to make changes to reduce technology risks, information on how to access a new phone under the WESNET Telstra Safe Connections program and enhance safety for themselves and their families.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 21 Feb 2018

THURSDAY 22 FEB: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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TC and FC teamwork - referral and collaboration

Wednesday 30 Jan 2019

1:30pm - 4:30pm

LEVEL 2 SESSION

TC and FC teamwork - referral and collaboration

PRESENTED BY: TBC

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Casework, Gambling Harm

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

Many clients, particularly those affected by gambling harm, benefit from working simultaneously with a therapeutic counsellor and a financial counsellor. However, there are not, as yet, well developed models of interdisciplinary approaches to clients experiencing gambling harm, and there is a lot to learn about how to develop effective cooperation between ‘Fcs and TCs’. This session for both TCs and FCs will establish a clear understanding of the different roles of each, then look at ways the two can or should collaborate in producing the best possible outcomes for clients. The session will develop shared understandings of what best practice collaboration looks like, including teamwork processes, information sharing and privacy issues, and achieving good client outcomes.

This is a cross-sector workshop, both financial counsellors and therapeutic counsellors are encouraged to participate. On successful completion of this session participants will:

  • Have a clear understanding of each other’s roles, those of a FC and a TC
  • Understand the benefits for clients when working collaboratively
  • Gain new networks for referral
  • Know how to foster and promote a collaborative relationship with FC/TC
  • Be aware of confidentiality and privacy obligations and what is and isn’t appropriate to share, and when to share it.
  • Be able to establish more effective collaborative relationship with other professionals

The session will facilitate active sharing of ideas and group discussions. To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Superannuation

Wednesday 06 Feb 2019

10:00am - 1:00pm

LEVEL 2 SESSION

Superannuation

PRESENTED BY: Hayriye Uluca and Rhys Chamberlain, Maurice Blackburn

LOCATION: Maurice Blackburn, Level 21, 380 La Trobe Street, Melbourne

CPD CORE TOPICS: Superannuation

CPD POINTS: 3

CATEGORY: Technical, Skills

Course Description

This interactive session will arm you with the necessary information to provide accurate and clear information to clients when considering their superannuation options.

The session is grounded in practical casework scenarios that highlight the application of superannuation law. Casework examples will include the transition to retirement client, the unemployed client, the Disability Support Pension (DSP) client and the retired client. Additionally the practical implications of the ‘Insurance in Superannuation Voluntary Code of Practice’ will be discussed.

Participants will learn:

  • To understand the full range of benefit types and criteria that could apply to those clients
  • The assessment process of the superannuation trustee
  • How Centrelink treats superannuation insurance payments
  • What the tax implications are with each potential payment type
  • What the bankruptcy implication is with each payment type

Rhys Chamberlain, Client Services Executive at Maurice Blackburn Lawyers will be facilitating this session with FC support.

This session will include presenter-led and group discussions based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Thursday 14 Feb 2019

FRIDAY 15 FEB: 9:30AM - 4:30PM

LEVEL 2 SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women’s Legal Service Victoria and WIRE Women’s Information

LOCATION: St Michael's Church, Level 2, St Michael's Place, 120 Collins Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10 (over two days)

CATEGORY: Technical, Skills, Ethics

Course Description

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Clients with small businesses and sole traders – Ins and outs

Monday 18 Feb 2019

9:30am - 12:30pm

LEVEL 2 SESSION

Clients with small businesses and sole traders – Ins and outs

PRESENTED BY: Heather Barclay (Financial Counsellor), Michael Badge (Private Trustee in Bankruptcy)

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Small business

CPD POINTS: 3

CATEGORY: Skills

Course Description

Ever had that client who had an ABN to trade, or has a failed business which is closed- leaving lots of debt and facing potential bankruptcy? Find out what you can do as a financial counsellor for individuals who have a failed business and are in financial difficulty.

 

The session is grounded in practical scenarios. Participants will consolidate their understanding of:

  • the financial counsellor responsibility in relation to small business
  • the different types of business entities and bankruptcy procedures around them
  • what needs to happen in relation to the ATO to prevent further debt
  • PAYG liabilities and consequences of debt on the individual
  • Superannuation liabilities and consequences of debt on the individual

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Complex needs and pathways to independence

Monday 18 Feb 2019

1:30pm – 4:30pm

LEVEL 2 SESSION

Complex needs and pathways to independence

PRESENTED BY: Julie Aganoff, Psychologist, Change Futures

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Complex needs

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

Long term behavioural change is the best way to assist some of your clients in achieving better outcomes and quality of life. Yet many clients have multiple challenges, such as substance use, gambling behaviour, long-term unemployment and family breakdown that interact in complex ways. How do you build up a person’s capacity for being self-sufficient while balancing agency needs and time constraints yourself? How do you manage someone who is resistant to change and is considered ‘a hopeless cause’?

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply techniques such as motivational interviewing, mindfulness and change management for long term change
  • Encourage clients to take responsibility for their own outcomes and obligations with minimal secondary trauma.
  • Implement new techniques into their current practice while balancing the short term needs of the agency and their own capacity
  • Avoid clients developing dependency on financial counselling services

Dr Julie Aganoff is a Psychologist and has worked in child protection, suicide, mental health, domestic violence, crisis response and with children and adults who have experienced abuse and trauma and has a particular interest in professional supervision to social workers, counsellors, managers in human services and psychologists.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Vicarious Trauma and Self-care (MORWELL)

Tuesday 19 Feb 2019

10:00am - 1:00pm

LEVEL 2 SESSION

Vicarious Trauma and Self-care (MORWELL)

PRESENTED BY: Julie Aganoff, Psychologist, Change Futures

LOCATION: Anglicare Morwell, 190 Commercial Road, Morwell

CPD CORE TOPICS: Self-care

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

What are our intrinsic motivators for working in a helping profession and how can these sometimes work against good self-care? What is vicarious trauma and how can we work towards preventing it? This session will provide space for self-reflection and look at strategies for sustaining ourselves in the longer term, personally and professionally.

On successful completion of this session participants will be able to:

  • Distinguish vicarious trauma from burnout, compassion fatigue and other related concepts
  • Identify personal and professional strategies for preventing vicarious trauma
  • Identify factors involved in sustaining ourselves over the longer term
  • Reflect on our own intrinsic motivators
  • Understand the concept of emotional intelligence and its relevance to mental health

This session will include presenter-led and group discussion as well as practical skill development exercises.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Vicarious Trauma and Self-care (GEELONG)

Wednesday 20 Feb 2019

10:00am - 1:00pm

LEVEL 2 SESSION

Vicarious Trauma and Self-care (GEELONG)

PRESENTED BY: Julie Aganoff, Psychologist, Change Futures

LOCATION: Bethany Community Support, 9A Strong Street, South Geelong

CPD CORE TOPICS: Self-care

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

What are our intrinsic motivators for working in a helping profession and how can these sometimes work against good self-care? What is vicarious trauma and how can we work towards preventing it? This session will provide space for self-reflection and look at strategies for sustaining ourselves in the longer term, personally and professionally.

On successful completion of this session participants will be able to:

  • Distinguish vicarious trauma from burnout, compassion fatigue and other related concepts
  • Identify personal and professional strategies for preventing vicarious trauma
  • Identify factors involved in sustaining ourselves over the longer term
  • Reflect on our own intrinsic motivators
  • Understand the concept of emotional intelligence and its relevance to mental health

This session will include presenter-led and group discussion as well as practical skill development exercises.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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New Energy Code and Payment Difficulties Framework

Monday 25 Feb 2019

10:00am - 12:00pm

LEVEL 2 SESSION

New Energy Code and Payment Difficulties Framework

PRESENTED BY: Essential Services Commission (ESC)

LOCATION: Online

CPD CORE TOPICS: Hardship provisions

CPD POINTS: 2

CATEGORY: Technical

Course Description

Learn about new rules contained within the Energy Retail Code which will have come into effect from 1 January 2019. Minimum standards for how energy companies treat customers who are in, or who might be facing payment difficulty are outlined within this new Energy Code and Payment Difficulties Framework.

Get some insight into the types of standard assistance and tailored assistance that energy customers are now entitled to, as well as new safeguards to ensure that customers are only disconnected for non-payment of a bill as a last resort. In this two hour session, the regulator responsible for the new rules will outline the new assistance on offer, and explore how these new rules may apply using a series of case studies.

 

On successful completion of this session participants will be able to:

 

  • Understand the types of payment arrangements customers are entitled to receive
  • Work effectively within the new energy code and payment difficulties framework
  • Identify utilities providers who aren’t complying with the minimum standards set within the new code and raise it with relevant authorities

 

 

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Thursday 28 Feb 2019

9:30am - 4:30pm

LEVEL 3 SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women's Legal Service Victoria and WIRE Women's Information

LOCATION: St Michael's Church, Level 2, St Michael's Place, 120 Collins Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 6

CATEGORY: Technical, Skills, Ethics

Course Description

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios.Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence.This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Navigating the child support system

Tuesday 05 Mar 2019

9:30am - 12:30pm

LEVEL 2 SESSION

Navigating the child support system

PRESENTED BY: Domenica Valada, VLA; Kathryn Thomas, DHS (TBC)

LOCATION: Victorian Legal Aid (VLA), Level 12, 570 Bourke Street, Melbourne

CPD CORE TOPICS: Child Support, Family Law

CPD POINTS: 3

CATEGORY: Technical, Skills

Course Description

People in hardship can be on the receiving or the paying end of child support. These are two different scenarios that this session will look into. For the receiving parent child support entitlements and different collection options are relevant and will be explored. They may also need help to deal with a Centrelink overpayment, as child support and family tax benefit payments are inter-related. Some of your clients might benefit from the change of assessment, or income declaration forms. The latter being more applicable to the paying parent who might be in financial hardship and struggle to make those payments. It will become apparent that child support payments can often be linked to economic abuse and family violence, something this session will explore further.

 

Upon successful completion of this session, participants will be able to:

 

  • Understand the child support framework
  • Advice clients on a range of child support and Centrelink financial forms
  • Have a clear understanding of issues associated with timely receipt and payment of child support
  • Distinguish between different collection options and understand their pro’s and con’s
  • Identify clients that might benefit from a change of assessment and support them through the process
  • Know when to refer clients on for legal advice

This session will be facilitated by Domenica Vadala, Senior Child Support Lawyer at VLA and supported by a representative from DHS, Centrelink. It will include presenter led discussions as well as practical group work.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Elder Abuse and Aged Care

Tuesday 05 Mar 2019

1:00pm - 4:00pm

LEVEL 2 SESSION

Elder Abuse and Aged Care

PRESENTED BY: Bernadette Pasco, FCRC

LOCATION: Victorian Legal Aid, Level 12, 570 Bourke Street, Melbourne

CPD CORE TOPICS: Elder Abuse

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

The term Elder Abuse has been floating around a lot, but what does it actually mean? How is it defined and what are the different forms it takes? During this session you will learn how to work with older people as clients. Elder abuse often comes in the form of financial abuse.

The session will also include looking at aged care entitlements, including Home and Community care, home care packages and residential care. Find out about the differences and requirements to access each of these and the interaction of entitlements and elder abuse.

Upon completion of this participants will be able to:

  • define the term elder abuse
  • assist other team members to discuss elder abuse situations and identify workplace processes to assist a client that displays key indicators of elder abuse
  • understand different aged care entitlements and how they can be linked to elder abuse

Bernadette Pasco is leading the FCRC Elder Abuse project, designing specialist training for financial counsellors working with elder abuse. Bernadette also ran the FCRC Dignity and Debt project which focused on older people and debt issues. She is also a life member of FCRC.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics .

 

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Vicarious Trauma and Self-care

Wednesday 20 Mar 2019

9:30am - 1:30pm

LEVEL 2 SESSION

Vicarious Trauma and Self-care

PRESENTED BY: Adam Blanch, Good Psychology

LOCATION: Curate Space, Level 6, 306 Little Collins Street (via The Causeway), Melbourne

CPD CORE TOPICS: Self-care

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

What are our intrinsic motivators for working in a helping profession and how can these sometimes work against good self-care? What is vicarious trauma and how can we work towards preventing it? This session will provide space for self-reflection and look at strategies for sustaining ourselves in the longer term, personally and professionally.

On successful completion of this session participants will be able to:

  • Distinguish vicarious trauma from burnout, compassion fatigue and other related concepts
  • Identify personal and professional strategies for preventing vicarious trauma
  • Identify factors involved in sustaining ourselves over the longer term
  • Reflect on our own intrinsic motivators
  • Understand the concept of emotional intelligence and its relevance to mental health

This session will include presenter-led and group discussion as well as practical skill development exercises.

Adam Blanch is a registered psychologist, holds several degrees in mental health and has been a therapist for over thirty years. He is also a facilitator and educator with a special interest in the field of trauma and complex trauma.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Cultural Respect & Appreciation: Working with Aboriginal & Torres Strait Islander clients

Thursday 21 Mar 2019

12:00pm - 4:30pm

LEVEL 2 SESSION

Cultural Respect & Appreciation: Working with Aboriginal & Torres Strait Islander clients

PRESENTED BY: GIRRAWAY GANYI CONSULTANCY, AJ Williams-Tchen

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Indigenous clients

CPD POINTS: 3

CATEGORY: Skills

Course Description

This session will identify perspectives, culture and experiences of Aboriginal & Torres Strait Islander people in Victoria and highlight practical strategies to providing effective and respectful assistance when working with Indigenous clients in financial distress. It will provide an insight into Indigenous cultures in Australia with a focus on economic and financial themes.

Upon completion of this session participants will be able to:

  • Understand the economic circumstances of Aboriginal & Torres Strait Islander people in Australia 
  • Identify financial barriers faced by Indigenous people today
  • Understand how history impacts on contemporary Aboriginal & Torres Strait Islanders 
  • Discuss practical strategies when working with Aboriginal & Torres Strait Islander people 

This session will be delivered by AJ Williams-Tchen. He is of Wirdajuri / Wotjobulak background and has delivered over 600 cultural workshops across a broad range of sectors. He is a qualified nurse, youth worker, social worker and counsellor and has over 27 years’ experience in the health & community service sector.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Legal updates

Wednesday 27 Mar 2019

1:00pm - 4:00pm

OPEN SESSION

Legal updates

PRESENTED BY: Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Various

CPD POINTS: 3

CATEGORY: Technical

Course Description

Find out about the latest changes and upcoming possibilities for changes to the law. In this session, we will be focusing on the Royal Commission and learning about problems with funeral insurance faced by Aboriginal communities.

On successful completion of this session participants will be able to:

  • Work effectively within the changed laws
  • Understand the implications those changes to the law will have or could have

This session will include a presentation followed by Q&A as well as group discussions.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Consumer Law e-Learning

Monday 01 Apr 2019

Anytime

LEVEL 1 SESSION

Consumer Law e-Learning

PRESENTED BY: Consumer Action Law Centre

LOCATION: Online

CPD CORE TOPICS: Consumer Law

CPD POINTS: 2

CATEGORY: Technical

Course Description

Learn the basics of consumer law and help your clients with complaints about faulty goods and poor services; misleading and deceptive conduct; unconscionable conduct; and door to door sales. In this course, you will learn about:

 

  • What can you do when your client is stuck with debt for a faulty product or receives substandard service?
  • What are unfair contract terms?
  • What is misleading and deceptive conduct? What is unconscionable conduct?
  • What steps can you take to help a client enforce their rights?
  • Spotting consumer law issues in the context of financial counselling casework

 

This session is designed as an e-learning and can be completed in your own time. It will be available from the 1st of April 2019. Please register to receive further communication, including sign-in instructions.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Centrelink DSP and Debts Forum (Statewide Network meeting)

Tuesday 09 Apr 2019

9:30AM - 4:00PM

LEVEL 2 SESSION

Centrelink DSP and Debts Forum (Statewide Network meeting)

PRESENTED BY: Panelists: Peter Horbury (Social Security Rights Victoria); John Berrill – Principal Solicitor (Berrill & Watson); Graham Wells – Senior Lawyer (Victoria Legal Aid) Len Jaffit – Senior Technical Specialist, Social Security Law (Victoria Legal Aid); Tom Danskin – Centrelink Engagement Team Worker (Centrelink); Jack Intziadis – Financial Information Services Officer, (Centrelink) (TBC)

LOCATION: ANZ Centre, Core C Conference Suite, Upper Ground Floor, 833 Collins Street, Docklands

CPD CORE TOPICS: Centrelink

CPD POINTS: 3

CATEGORY: Skills

Hear from experts on the Disability Support Pension (DSP) what you need to know in order to assist your clients. Learn to identify clients that might qualify for the DSP and how to support them through the application process. A step by step guide will be provided, which will include relevant forms, specific language required to complete these forms successfully, timeframes that apply and the appeals process.

This three hour session will be facilitated through a panel of experts and will include Q&A from the audience.

Upon completion of this workshop, participants will be able to:

  • Identify people that might qualify for DSP
  • Support clients through the process of applying for DSP
  • Work with the DSP toolkit
  • Provide advice to their clients regarding relevant timeframes around the DSP
  • Understand how to appeal an unsuccessful DSP application outcome.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics .

 

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Telephone Counselling Skills

Wednesday 10 Apr 2019

9:30am - 4:30pm

LEVEL 2 SESSION

Telephone Counselling Skills

PRESENTED BY: Preethi Vergis, Training and Outreach Manager, Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Telephone skills

CPD POINTS: 6

CATEGORY: Technical, Skills, Ethics

Course Description

The Telephone Counselling Skills training program has been developed for financial counsellors who assist clients over the phone as part of their work. It will provide participants with a framework and strategies to work effectively in providing assistance to clients over the phone.

 

Participants will learn:

 

  • The skills necessary for phone casework
  • How to identify the different stages of a call and how to build the client relationship at each stage
  • Strategies for managing challenging calls
  • Strategies for self-care and reflective practice


Presenter:
Preethi Vergis is a Training and Outreach Manager from Consumer Action Law Centre

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Bankruptcy know-how

Wednesday 01 May 2019

9:30am - 12:00pm

LEVEL 2 SESSION

Bankruptcy know-how

PRESENTED BY: TBC

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Bankruptcy

CPD POINTS: 3

CATEGORY: Technical, Skills

Course Description

Financial counsellors assist people who are either bankrupt or considering bankruptcy all of the time. This session will provide an opportunity to update or refresh knowledge of bankruptcy, and explore the handling of complex bankruptcy issues involving tax, superannuation and small business issues. This session endeavours to provide you with plenty of opportunities for practical application of your skills and includes interactive exercises.

We encourage all participants to complete the Bankruptcy e-Learning module prior to attending this training, particularly if you have limited experience supporting clients through the bankruptcy process.

The session is grounded in practical casework scenarios. On successful completion of this session participants will learn:

  • The process that creditors must use to bankrupt someone
  • The process that debtors use to bankrupt on their debts
  • The consequences of bankruptcy
  • The difference between bankruptcy and Debt Agreements
  • Some tips and tricks and things to be aware of when assisting someone with completing their statement of affairs when client chose bankruptcy as an option

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Bankruptcy and gambling

Wednesday 01 May 2019

1:00pm - 4:00pm

LEVEL 3 SESSION

Bankruptcy and gambling

PRESENTED BY: TBC

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Gambling related harm; Bankruptcy

CPD POINTS: 3

CATEGORY: Technical, Skills

Course Description

Financial counsellors assist people who are either bankrupt or considering bankruptcy all of the time. This level 3 session will focus specifically on issues around bankruptcy and gambling harm. We will be looking at a couple of different scenarios including partnerships where there is a house at risk.

The session is grounded in practical casework scenarios. On successful completion of this session participants will learn:

  • The consequences of disclosing problem gambling in the bankruptcy process;
  • The impact a bankruptcy has on a shared asset
  • Some tips and tricks and things to be aware of when it comes to advising someone about bankruptcy

Please note, this is a level 3 session, specifically designed for financial counsellors with extensive casework experience, you will be asked to complete a survey about the issues you see with your clients prior to attending the session.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Credit Law e-Learning

Friday 03 May 2019

Anytime

LEVEL 1 SESSION

Credit Law e-Learning

PRESENTED BY: Consumer Action Law Centre

LOCATION: Online

CPD CORE TOPICS: Credit law

CPD POINTS: 2

CATEGORY: Technical

Course Description

Learn the basics of credit law to help you negotiate with credit providers who have breached the law. In this course, you will learn about:

  • When to claim hardship and when to claim a breach of responsible lending laws
  • Credit cards
  • Payday loans
  • Consumer leases for household goods and vehicles
  • Going beyond waivers and seeking compensation on behalf of clients

 

 

This session is designed as an e-learning and can be completed in your own time. It will be available from the 3rd of May. Please register to receive further communication, including sign-in instructions.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Case notes and case files – a practical guide

Monday 06 May 2019

9:30am - 12:30pm

LEVEL 1 SESSION

Case notes and case files – a practical guide

PRESENTED BY: Kat Lane, Solicitor

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne VIC 3000

CPD CORE TOPICS: Case notes

CPD POINTS: 3

CATEGORY: Skills

Course Description

Case notes must reflect an accurate and timely record of client engagement, events and key activities undertaken during advocacy; case notes must be clear and objective. What happens if case notes get subpoenaed and what information will they be looking for? Arm yourself with the best tools for effective and accurate communication.

This is a level 1 session, designed for new graduates and Financial Counsellors early in their career.

Upon successful completion of this session participants will be able to:

  • Understand relevant professional and legal obligations
  • Follow ‘best practice’ guidelines when writing case notes and compiling case files
  • Utilize the SOAP case note format
  • Understand how case notes can impact in areas such as family law, fraud etc.
  • Consider ways to improve their communication skills to achieve better outcomes for clients

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Financial Counsellors Focus Group for Quit Smoking

Friday 10 May 2019

12:30PM - 2:00PM

LEVEL 1 SESSION

Financial Counsellors Focus Group for Quit Smoking

PRESENTED BY: Quit Victoria

LOCATION: FCRC, Level 6, 179 Queen Street, Melbourne

CPD POINTS: 1.5

CATEGORY: Ethics

Increasingly we are hearing how much of a financial burden smoking is for many financial counselling clients. At the same time creditors with poor hardship practices sometimes attack and stigmatise smokers with debts as putting a ‘lifestyle choice’ ahead of debt obligations. In this context, how can financial counsellors empower clients to reduce harms that arise from tobacco use?

Quit Victoria provides free, effective and non-judgemental services to help people quit, including how to access therapies subsidised on the Pharmaceutical Benefits Scheme. Quit Victoria and FCRC have begun to discuss how Quit Victoria can design tools for use by financial counsellors to empower clients to reduce harms, including financial harms, arising from smoking. To provide relevant resources for financial counsellors, Quit Victoria needs to better understand how financial counsellors interact with clients who smoke and what they see as relevant to empowering clients.

We are holding a 90 minute focus group session so financial counsellors can inform Quit Victoria about client interactions on smoking harms (or barriers to them occurring), and so that financial counsellors can start to be informed about what Quit Victoria can provide them.

Session Outcomes

This short session should enable the development of targeted resources and/or training for the financial counselling sector to enable FCs to effectively support clients who are interested in quitting smoking through providing information and referral pathways.

1.5 CPD points are allocated to this Focus Group. Lunch will be provided.

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Motivational Interviewing - Asking the right Questions

Tuesday 14 May 2019

9:30am - 1:00pm

LEVEL 2 SESSION

Motivational Interviewing - Asking the right Questions

PRESENTED BY: Stavroula Zandes, Health and Wellbeing Consultants

LOCATION: Curate Space, Level 6, 306 Little Collins Street (via The Causeway), Melbourne

CPD CORE TOPICS: Counselling skills

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

Do you work with clients who struggle to make changes? Motivational Interviewing is a unique process that explores and resolves resistance, and through motivational processes focuses on facilitating change amongst your clients. This client-centred counselling approach can positively assist your clients towards behaviour change. This workshop is designed to take your Motivational Interviewing practice to the next level

 

On successful completion of this session participants will be able to:

  • Name the Four Processes of Motivational Interviewing & demonstrate specific skills for each stage
  • Describe and demonstrate the ‘Spirit’ of MI
  • Name, demonstrate and experience the 5 essential ‘Listening Basics’
  • Identify the components of OARS: micro-skills of MI
  • Describe strategies that can assist effective, client centred provision of advice

This session will include presenter-led discussions and practical skill development training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Debt Enforcement e-Learning

Monday 03 Jun 2019

Anytime

LEVEL 1 SESSION

Debt Enforcement e-Learning

PRESENTED BY: Consumer Action Law Centre

LOCATION: Online

CPD CORE TOPICS: Credit law

CPD POINTS: 2

CATEGORY: Technical

Course Description

Debt enforcement practices vary amongst creditors. This Level 1 session will provide an overview of different enforcement options available to creditors and how to assess the consequences to your client of not paying a debt.

 

Upon successful completing of this session, participants will be able to

 

This session is designed as an e-learning and can be completed in your own time. It will be available from the 3rd of June. Please register to receive further communication, including sign-in instructions.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Couples and conflict of interests (SHEPPARTON)

Tuesday 11 Jun 2019

1:00pm - 4:00pm

LEVEL 2 SESSION

Couples and conflict of interests (SHEPPARTON)

PRESENTED BY: TBC

LOCATION: Primary Care Connect, 399 Wyndham Street, Shepparton

CPD CORE TOPICS: Counselling skills

CPD POINTS: 3

CATEGORY: Skills, Ethics

Course Description

Every client you see as a financial counsellor is unique and therefore no case is identical. Each requires their own individual approach and solutions. This is the same when seeing couples. However, having a couple as your clients poses some extra challenges and therefore requires some extra thought and expertise. Conflicts of interest may become apparent. Another theme that you may identify is family violence, in particular economic abuse. How do you approach this topic with both victim and perpetrator as your client or even in the room?

This training will provide some expert thoughts and insight on best practices when working with couples and facilitate a discussion around ethical boundaries. It will also give some practical advice on how to prepare for working with a couple and look at identifying when referral to others services is appropriate.

The session is grounded in practical casework scenarios. On successful completion of this session participants will be able to:

  • Describe key techniques in managing couples as clients
  • Identify potential conflicts that may arise with a couple as clients, and options for managing conflicts
  • Manage family violence risks in their practice arising from assisting couples
  • Describe the ethical boundaries around couple client work

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Mortgage Stress

Thursday 13 Jun 2019

1:00pm - 4:00pm

LEVEL 3 SESSION

Mortgage Stress

PRESENTED BY: Consumer Action Law Centre

LOCATION: Southern Metro Network meeting, Cranbourne Community House, 49 Valepark Crescent, Cranbourne

CPD CORE TOPICS: Mortgage stress

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

Course Description

Mortgage stress is an ongoing issue which the sector continues to see. Are you equipped with the appropriate skills and knowledge to identify the best interventions to put in place at which time? In this session, you will learn about how you can help your clients who are facing mortgage stress through:

  • Negotiating with creditors where a home is at risk
  • Consumer rights in relation to lending and financial products relevant to clients in mortgage stress
  • Arguing a responsible lending claim through the Ombudsman (Australian Financial Complaints Authority)
  • Understanding the clients options when enforcement proceedings have been issued against the home

Please note: As this is a Level 3 session, specifically designed for financial counsellors with extensive casework experience, you will be asked to complete a survey about the issues you see with your clients prior to attending the session.

This session will be facilitated by one of the experienced lawyers at Consumer Action Law Centre and will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

 

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Professional Supervision: Refresh and reflect

Wednesday 26 Jun 2019

9:30am - 12:30pm

LEVEL 3 SESSION

Professional Supervision: Refresh and reflect

PRESENTED BY: FCRC, Donna Letchford

LOCATION: Curate Space, Level 6, 306 Little Collins Street (via The Causeway), Melbourne

CPD CORE TOPICS: Supervision

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

Course Description

Professional supervision is an essential component of building professional development into financial counselling through providing structured professional support and mentoring to financial counsellors. This session is to refresh your understanding of professional supervision concepts, share & discuss your challenges and stay up to date with new concepts regarding professional supervision. It will enable supervisors to learn from each other and develop a deeper understanding of what constitutes good practice in professional supervision.

It also serves as the final step to becoming a professional supervisor for those who recently participated in the two-day Delta Centre training. Details of professional supervision training required by FCRC can be found on The Delta Centre website.

Upon successful completion of this session participants will have:

  • Consolidated or refreshed their understanding of the role of professional supervision
  • Explored new ways of working with financial counsellors to develop their professionalism and capacity
  • Further developed their expertise in identifying challenges related to professional supervision
  • Developed strategies to assist supervisees to recognise and address challenges
  • Explored aspects of adult learning that you can build into the professional supervision framework that will assist the supervisee to further develop their capacity
  • Consolidated or refreshed their understanding of contracting, and other aspects of professional supervision.

 

 

This session will include presenter-led and group discussion components.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Elder Abuse - 2 day intensive training

Monday 01 Jul 2019

TUESDAY 2 JUL: 9:30AM - 4:30PM

OPEN SESSION

Elder Abuse - 2 day intensive training

PRESENTED BY: Bernadette Pasco, FCRC

LOCATION: Curate Space, Level 6, 306 Little Collins Street (via The Causeway), Melbourne

CPD CORE TOPICS: Elder Abuse

CPD POINTS: 10

CATEGORY: Skills, Ethics

Course Description

Be part of innovation and develop your expertise!

FCRC is offering this 2-day workshop as part of its Elder Abuse project, funded by Department of Health and Human Services. This project aims to both train financial counsellors to work effectively with older people at risk of or experiencing elder abuse, and to train and develop aged care, health and allied professionals working in the DHHS Integrated Model of Care program about financial counselling and what it can bring to client/patient care around elder abuse.

Financial counsellors are a key part of the elder abuse prevention puzzle. The opportunity is now to develop specialist understanding and become a key professional to identify financial and other Elder Abuse and its prevention.

Upon successful completion of day one participants should be able to:

  • Explain key attributes of the older person
  • Have a clear understanding of aged care frameworks
  • Interpret the complexities of family dynamics and understand how these impact on prevention frameworks
  • Identify forms of elder abuse
  • Work in different ways within an integrated model of care

Upon successful completion of day two participants should be able to:

  • Pinpoint financial and legal issues that are exposed in financial elder abuse
  • Navigate the aged care sector and associated processes more easily
  • Report and record elder abuse appropriately
  • Work effectively within existing Health Justice Partnerships
  • Access elder abuse resources and draw on those when needed

The session will facilitate active sharing of ideas and group discussions. To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate on both days. We thank you for your commitment to our Code of Ethics

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Mortgage Stress

Wednesday 24 Jul 2019

9:30AM - 11:30PM

OPEN SESSION

Mortgage Stress

PRESENTED BY: Consumer Action Law Centre

LOCATION: Curate Space, Level 6, 306 Little Collins Street (via The Causeway), Melbourne

CPD CORE TOPICS: Mortgage stress

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Mortgage stress is an ongoing issue which the sector continues to see. Are you equipped with the appropriate skills and knowledge to identify the best interventions to put in place at which time? In this session, you will learn about how you can help your clients who are facing mortgage stress through:

  • Negotiating with creditors where a home is at risk
  • Consumer rights in relation to lending and financial products relevant to clients in mortgage stress
  • Arguing a responsible lending claim through the Ombudsman (Australian Financial Complaints Authority)
  • Understanding the client’s options when enforcement proceedings have been issued against the home

Participants are encouraged to submit responses to 2-3 questions that will be included in your registration confirmation email. Participation in this activity is not mandatory but will allow us to tailor the session content more closely to your learning needs. We also encourage you to register early particularly if you have any specific questions or scenarios that you would like to see addressed in this session.

This session will be facilitated by one of the experienced lawyers at Consumer Action Law Centre and will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Understanding mental health in an indigenous context

Thursday 01 Aug 2019

9:30AM - 3:30PM

OPEN SESSION

Understanding mental health in an indigenous context

PRESENTED BY: GIRRAWAY GANYI CONSULTANCY, AJ Williams-Tchen

LOCATION: Victorian Responsible Gambling Foundation, Level 6, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Indigenous clients

CPD POINTS: 6

CATEGORY: Ethics, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Many of our clients suffer from mental health issues. This session will start off by looking at anxiety, depression and suicidal thoughts as three common mental health problematics and identify associated signs and symptoms. While this is not specific to indigenous Australians, the session will continue to look at the prevalence of mental health problems in an indigenous Australian context and highlight practical strategies to assist Aboriginal and Torres Strait Islander people in counselling situations.

Upon completion of this session participants will be able to:

  • Understand the prevalence of mental health in an indigenous Australian context
  • Identify signs of anxiety, depression and suicidal thoughts in clients
  • Work more effectively with indigenous clients in encouraging accessing professional help
  • Advocate more effectively on behalf of indigenous clients

This session is a continuation of the cultural awareness session that was run in March 2019 and will be delivered by AJ Williams-Tchen. He is of Wirdajuri / Wotjobulak background and has delivered over 600 cultural workshops across a broad range of sectors. He is a qualified nurse, youth worker, social worker and counsellor and has over 27 years’ experience in the health & community service sector. Please note attendance of the cultural awareness session is NOT compulsory.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics.

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Masterclass: Family Violence Training

Tuesday 06 Aug 2019

9:30AM - 4:30PM

OPEN SESSION

Masterclass: Family Violence Training

PRESENTED BY: Women’s Legal Service Victoria and WIRE Women’s Information

LOCATION: St. Michaels Church, Level 2, St Michael’s Place, 120 Collins Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 6

CATEGORY: Technical, Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

We are opening our successful FV Masterclass to anyone who has completed the advanced FV training and is interested in participating. This session includes an interactive expert panel examining complex practice challenges, including bankruptcy and family law issues, forensic accounting when working with clients affected by Family Violence as well as identifying systems abuse that allows further economic abuse.

The session is grounded in practical casework scenarios and participants will learn to apply specialist skills and knowledge required to address complex family violence and economic abuse casework

Upon successful completion of this session you will be able to

  • Recognize the impact that dealing with family violence clients can have on your own wellbeing and implement self-care strategies when needed
  • Identify family law issues in client’s stories
  • Provide accurate advice and referral regarding bankruptcy and family law matters to Family Violence clients
  • Draw on different options when undertaking forensic accounting with people affected by family violence
  • Identify systems abuse

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session.We thank you for your commitment to our Code of Ethics


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Challenging Centrelink Decisions – Practical skills and knowledge (BENALLA)

Tuesday 13 Aug 2019

1:00PM - 4:00PM

OPEN SESSION

Challenging Centrelink Decisions – Practical skills and knowledge (BENALLA)

PRESENTED BY: Bryn Overend, Leanne Khan, SSRV

LOCATION: Benalla, Venue TBC

CPD CORE TOPICS: Centrelink

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

For many Australians, access to Centrelink payments is essential for their basic financial survival and wellbeing. This course is designed to provide attendees with the practical skills and tools necessary to assist clients who disagree with a Centrelink decision, including navigating the Centrelink appeals process (in particular for Disability Support Pension applicants) and assisting those who have had debts raised against them for alleged overpayments. This session is designed to incorporate and complement existing knowledge of attendees and will be interactive and dynamic, with a focus on the application of technical knowledge and skills in a practical setting. It also aims at bringing social security experts and financial counsellors together in order to provide better outcomes for clients.

Upon successful completion of this session, participants will be able to:

  • Navigate the tools and resources available in assessing a client’s eligibility for specific Centrelink payments;
  • Assist clients in effectively and practically navigating the Centrelink appeals framework;
  • Assist in appealing a decision to reject a client’s application for a Centrelink payment, in particular an application for Disability Support Pension;
  • Assist a client in appealing a Centrelink debt, specifically in relation to:
    • A debt raised as a result of administrative error;
    • A debt raised against a client for whom special circumstances exist;
    • A debt raised against a client following bankruptcy;
  • Assist clients who have received payments or pay outs that may affect their Centrelink payments
  • Navigate a range of tools and resources available to assist a client in enforcing their rights for Centrelink payments, including an integrated service with SSRV.

This session will be facilitated by Bryn Overend, community lawyer, and Leanne Khan, financial counsellor, both from SSRV. It will include presenter led discussions as well as practical group work.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics .

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Elder Abuse - 2 day intensive training

Thursday 29 Aug 2019

FRIDAY 30 AUG: 9:30AM - 4:30PM

OPEN SESSION

Elder Abuse - 2 day intensive training

PRESENTED BY: Bernadette Pasco, FCRC

LOCATION: Curate Space, Level 6, 306 Little Collins Street (via The Causeway), Melbourne

CPD CORE TOPICS: Elder Abuse

CPD POINTS: 10

CATEGORY: Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Be part of innovation and develop your expertise!

FCRC is offering this 2-day workshop as part of its Elder Abuse project, funded by Department of Health and Human Services. This project aims to both train financial counsellors to work effectively with older people at risk of or experiencing elder abuse, and to train and develop aged care, health and allied professionals working in the DHHS Integrated Model of Care program about financial counselling and what it can bring to client/patient care around elder abuse.

Financial counsellors are a key part of the elder abuse prevention puzzle. The opportunity is now to develop specialist understanding and become a key professional to identify financial and other Elder Abuse and its prevention.

Upon successful completion of day one participants should be able to:

  • Explain key attributes of the older person
  • Have a clear understanding of aged care frameworks
  • Interpret the complexities of family dynamics and understand how these impact on prevention frameworks
  • Identify forms of elder abuse
  • Work in different ways within an integrated model of care

Upon successful completion of day two participants should be able to:

  • Pinpoint financial and legal issues that are exposed in financial elder abuse
  • Navigate the aged care sector and associated processes more easily
  • Report and record elder abuse appropriately
  • Work effectively within existing Health Justice Partnerships
  • Access elder abuse resources and draw on those when needed

The session will facilitate active sharing of ideas and group discussions.

Bernadette Pasco is leading the FCRC Elder Abuse project, designing specialist training for financial counsellors working with elder abuse. Bernadette also ran the FCRC Dignity and Debt project which focused on older people and debt issues. She is also a life member of FCRC.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 04 Sep 2019

THURSDAY 5 SEP: 9:30AM - 4:30PM

OPEN SESSION

Family Violence Training for Financial Counsellors: Foundation Level Unit

PRESENTED BY: Women’s Legal Service Victoria and WIRE Women’s Information

LOCATION: St. Michaels Church, Level 2, St Michael’s Place, 120 Collins Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 10

CATEGORY: Technical, Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

The Foundation Level Unit covers the fundamental skills and knowledge required to deliver effective financial counselling services to victims of family violence and/or economic abuse.

The training has a dual focus on the development of core skills to work effectively with victims/survivors and perpetrators of family violence, and professional practice skills required for responsive and effective financial counselling service provision.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Provide client services with a strong understanding of family violence, the principles of trauma-informed care and the impact of unconscious bias on service provision.
  • Provide responsive and effective financial counselling services to clients impacted by family violence and/or economic abuse.

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

Completion of the Common Risk assessment Framework (CRAF) 1 which can be accessed online as e-CRAF at http://www.thelookout.org.au/training-events/craf/elearning is a pre requisite for completing this Foundation Course.

It is an expectation from the Royal Commission into Family Violence that all financial counsellors undertake this training.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Family Violence Training for Financial Counsellors: Advanced Level Unit

Friday 06 Sep 2019

9:30AM - 4:30PM

OPEN SESSION

Family Violence Training for Financial Counsellors: Advanced Level Unit

PRESENTED BY: Women’s Legal Service Victoria and WIRE Women’s Information

LOCATION: St. Michaels Church, Level 2, St Michael’s Place, 120 Collins Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 6

CATEGORY: Technical, Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

The Advanced Level Unit builds on the previous session delivered and provides expert training for all specialist Family Violence financial counsellors in Victoria and financial counsellors who:

  • hold a leadership or supervisory role
  • work regularly with clients who have experienced family violence and/or economic abuse
  • wish to deepen and extend their skills working with clients who have experienced family violence and/or economic abuse

Completion of the Foundation Level Unit is a prerequisite for participation in the Advanced Level Unit.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Consumer Contracts (WEBINAR)

Wednesday 11 Sep 2019

10:00AM - 11:30AM

OPEN SESSION

Consumer Contracts (WEBINAR)

PRESENTED BY: Consumer Action Law Centre

LOCATION: Online

CPD CORE TOPICS: Consumer Law

CPD POINTS: 2

CATEGORY: Technical, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Is there a way of supporting clients to get out of unfair or unlawful consumer contracts? In amongst a client’s usual debts, you will sometimes come across debts that have been incurred as a result of your client contracting with a business that uses high pressure selling tactics or unfair contract terms. They may have agreed to make ongoing payments or to have entered a linked credit contract to finance the sale. Looking at solar panels sold door to door, gym contracts and private college training courses, learn what to look out for and how to use consumer protections to assist your client.

Participants will learn:

  • The kinds of sale contracts that can lead to ongoing debt issues for clients
  • What protections the Australian Consumer Law offers when it comes to these kinds of contracts – e.g. unfair contract terms and unsolicited agreements
  • What linked credit is and when you can get your client out of a linked credit contract
  • The practical steps you can take to help your client with these debts.

Participants are encouraged to submit responses to 2-3 questions that will be included in your registration confirmation email. Participation in this activity is not mandatory but will allow us to tailor the session content more closely to your learning needs. We also encourage you to register early particularly if you have any specific questions or scenarios that you would like to see addressed in this session.

This session will include presenter-led and group discussions based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics .

 

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Getting the most out of your supervision

Wednesday 18 Sep 2019

1:30pm – 4:30pm

OPEN SESSION

Getting the most out of your supervision

PRESENTED BY: TBC

LOCATION: Victorian Responsible Gambling Foundation, 14-20 Blackwood Street, North Melbourne

CPD CORE TOPICS: Supervision

CPD POINTS: 3

CATEGORY: Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

This session is about supervision with the focus on the supervisee. How can you prepare for your supervision session with a professional supervisor to get the most of your session together? What is your role and what should you expect from a professional supervision session? Supervision is designed to promote wellbeing, facilitate reflective practice, explore ethical issues, develop skills and foster best practice. What can you contribute and what tools can you use to ensure your session will meet those targets?

This session has a practical focus. It will include time for group work and practical exercises.

Upon completion of this session participants will be able to:

  • Prepare more effectively for supervision sessions
  • Understand the role of the supervisee in supervision
  • Have a clear understanding of how a supervision session should run and what the benefits are
  • Draw on new templates to improve supervision experience and outcomes

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Debt Enforcement – Graduate Workshop

Monday 23 Sep 2019

10:00AM - 12:00PM

BEGINNER SESSION

Debt Enforcement – Graduate Workshop

PRESENTED BY: Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne

CPD CORE TOPICS: Debt enforcement

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS A BEGINNER SESSION - Designed for financial counsellors in the first year of casework practice**

Course Description

This workshop will be the first of our Graduate Year series for newly qualified and early career financial counsellors. In this session, we will address some of the challenges around debt enforcement and consumer credit that you might be facing in your work with clients.

It is a pre-requisite of this session that you complete the Debt Enforcement e-learning, which can take up to 2 hours to complete. We therefore encourage you to register early, to allow sufficient time to complete the e-learning. The e-learning is accessible via the FCRC website. A link will also be emailed to you upon registration.

Participants will learn:

  • How to navigate the debt enforcement process in Victoria
  • The different debt enforcement options available to creditors in Victoria
  • How to determine which options apply to your client’s circumstances
  • The practical impact of these laws on your clients and your practice

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Unregulated Credit Contracts (FCRC Conference)

Wednesday 09 Oct 2019

11:00AM - 1:00PM

OPEN SESSION

Unregulated Credit Contracts (FCRC Conference)

PRESENTED BY: Consumer Action Law Centre

LOCATION: FCRC Conference, Mercure Ballarat, 613 Main Road, Golden Point

CPD CORE TOPICS: Credit Law

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

The lack of a broad anti-avoidance provision in the National Consumer Credit Protection Act means that some credit providers take advantage of loopholes in the law to offer high cost, unregulated credit. These creditors impact on people who are struggling the most financially which means financial counsellors may see them in their practice regularly. Learn how to recognise these credit contracts and hear from other financial counsellors and Consumer Action about the strategies that can be used to advocate for your client when the law fails.

Participants will learn:

  • How some credit providers avoid the credit protection legislation
  • How to recognise an unregulated credit contract
  • What to do to help your client when you come across an unregulated credit contract
  • The challenges and limitations of assisting your client with an unregulated credit contract
  • How ASIC’s new PIPs and DADO’s powers can impact on unregulated credit
  • How to be part of the broader campaign to stop unregulated credit

This session will be delivered as part of the FCRC 2019 Conference. If you are not registered to attend the conference but you would like to attend this session, please email training@fcrc.org.au.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Referral practices (FCRC Conference)

Wednesday 09 Oct 2019

2:00PM - 4:00PM

OPEN SESSION

Referral practices (FCRC Conference)

PRESENTED BY: Kat Lane, Bernadette Pasco

LOCATION: FCRC Conference, Mercure Ballarat, 613 Main Road, Golden Point

CPD CORE TOPICS: Referring clients

CPD POINTS: 3

CATEGORY: Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Making referrals is an important part of the work we do. This session will provide opportunity to reflect on your referral practices and if these referrals are always providing the most appropriate options for your clients.

Will the referral adequately meet the needs of the client and how do we avoid wearing out the client on a referral roundabout? How do we best address the barriers faced by the client to get further help?

This session will cover everything you wanted to know about referrals. Most importantly, it will include practical tips for you to start using to improve referrals.

On successful completion of this session participants will be able to:

  • Understand why personalised referrals are important
  • Know how to avoid conflicts of interest and bias when making referrals
  • Identify when people need additional assistance to access a referral
  • Understand the differences and issues when referring to free or paid services
  • Implement a range of practical changes to improve the quality of referrals

This session will be delivered as part of the FCRC 2019 Conference. If you are not registered to attend the conference but you would like to attend this session, please email training@fcrc.org.au.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Masterclass: Responsible lending

Wednesday 23 Oct 2019

1:30PM - 3:30PM, + pre-session learning activities

ADVANCED SESSION

Masterclass: Responsible lending

PRESENTED BY: Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne

CPD CORE TOPICS: Credit Law

CPD POINTS: 3

CATEGORY: Skills, Ethics

**THIS IS AN ADVANCED SESSION - Designed for financial counsellors with four or more years of casework experience**

Course Description

This workshop will be the first of our Masterclass series for experienced financial counsellors. In this round table session, we will workshop strategies for dealing with tricky scenarios relating to responsible and irresponsible lending.

On successful completion of this session participants will be able to:

  • Understand the courts, ASIC and AFCA’s approaches to responsible lending
  • Practically apply the responsible lending laws to advocate for your clients through both IDR and AFCA
  • Understand the kind of documents and evidence needed to successfully run a responsible lending case
  • Understand what benchmarking is, how creditors are using it and how to challenge the use of benchmarks in a responsible lending case

As part of this training, participants will be asked to complete a mandatory pre-session learning task prior to the session. Early registrations are encouraged to allow sufficient time to complete the task.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Professional Supervision: Refresh and reflect

Wednesday 23 Oct 2019

9:30AM - 12:30PM

ADVANCED SESSION

Professional Supervision: Refresh and reflect

PRESENTED BY: FCRC, Donna Letchford

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale St, Melbourne

CPD CORE TOPICS: Supervision

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

**THIS IS AN ADVANCED SESSION - Designed for financial counsellors with four or more years of casework experience**

Course Description

Professional supervision is an essential component of building professional development into financial counselling through providing structured professional support and mentoring to financial counsellors. This session is to refresh your understanding of professional supervision concepts, share & discuss your challenges and stay up to date with new concepts regarding professional supervision. It will enable supervisors to learn from each other and develop a deeper understanding of what constitutes good practice in professional supervision.

It also serves as the final step to becoming a professional supervisor for those who recently participated in the two-day Delta Centre training. Details of professional supervision training required by FCRC can be found on The Delta Centre website.

Upon successful completion of this session participants will have

  • Consolidated or refreshed their understanding of the role of professional supervision
  • Explored new ways of working with financial counsellors to develop their professionalism and capacity
  • Further developed their expertise in identifying challenges related to professional supervision
  • Developed strategies to assist supervisees to recognise and address challenges
  • Explored aspects of adult learning that you can build into the professional supervision framework that will assist the supervisee to further develop their capacity
  • Consolidated or refreshed their understanding of contracting, and other aspects of professional supervision.

This session will include presenter-led and group discussion components.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Leadership Skills – Conflict Management

Tuesday 29 Oct 2019

9:30AM - 1:30PM

OPEN SESSION

Leadership Skills – Conflict Management

PRESENTED BY: Adam Blanch, Good Psychology

LOCATION: Curate Space, Level 6, 306 Little Collins Street (entry via The Causeway), Melbourne

CPD CORE TOPICS: Management

CPD POINTS: 3

CATEGORY: Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

This session is scheduled at a level 2 and is open to anyone interested in taking on a leadership position in the future as well as those currently holding a management position. The focus of this training will be on conflict resolution as a key leadership skill. It will provide lots of practical skill development opportunities.

Topics covered will include problematic personalities and how to respond to them, moving on to running effective meetings including managing difficult behaviours appropriately and resolving conflicts more broadly.

Upon completion of this session participants will be able to:

  • Run meetings more effectively
  • Identify problematic behaviours and respond appropriately
  • Communicate effectively around conflict in a team environment
  • Support team members in resolving conflict

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Challenging Centrelink Decisions – Practical skills and knowledge (SALE)

Tuesday 12 Nov 2019

10:00AM - 2:00PM

OPEN SESSION

Challenging Centrelink Decisions – Practical skills and knowledge (SALE)

PRESENTED BY: Bryn Overend, Leanne Khan, SSRV

LOCATION: Uniting Kilmany, 126 Raymond Street, Sale

CPD CORE TOPICS: Centrelink

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

For many Australians, access to Centrelink payments is essential for their basic financial survival and wellbeing. This course is designed to provide attendees with the practical skills and tools necessary to assist clients who disagree with a Centrelink decision, including navigating the Centrelink appeals process (in particular for Disability Support Pension applicants) and assisting those who have had debts raised against them for alleged overpayments. This session is designed to incorporate and complement existing knowledge of attendees and will be interactive and dynamic, with a focus on the application of technical knowledge and skills in a practical setting. It also aims at bringing social security experts and financial counsellors together in order to provide better outcomes for clients.

Upon successful completion of this session, participants will be able to:

  • Navigate the tools and resources available in assessing a client’s eligibility for specific Centrelink payments;
  • Assist clients in effectively and practically navigating the Centrelink appeals framework;
  • Assist in appealing a decision to reject a client’s application for a Centrelink payment, in particular an application for Disability Support Pension;
  • Assist a client in appealing a Centrelink debt, specifically in relation to:
    • A debt raised as a result of administrative error;
    • A debt raised against a client for whom special circumstances exist;
    • A debt raised against a client following bankruptcy;
  • Assist clients who have received payments or pay outs that may affect their Centrelink payments
  • Navigate a range of tools and resources available to assist a client in enforcing their rights for Centrelink payments, including an integrated service with SSRV.

This session will be facilitated by Bryn Overend, community lawyer, and Leanne Khan, financial counsellor, both from SSRV. It will include presenter led discussions as well as practical group work.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics .

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Telephone Counselling Skills

Wednesday 13 Nov 2019

9:30AM - 4:30PM

OPEN SESSION

Telephone Counselling Skills

PRESENTED BY: Preethi Vergis, Learning and Sector Development Manager, Consumer Action Law Centre

LOCATION: Queen Victoria Women’s Centre, 210 Lonsdale Street, Melbourne

CPD CORE TOPICS: Telephone skills

CPD POINTS: 6

CATEGORY: Technical, Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

The Telephone Counselling Skills training program has been developed for financial counsellors who assist clients over the phone as part of their work. It will provide participants with a framework to work effectively in providing assistance to clients over the phone and will involve a facilitated discussion between participants on effective strategies for managing challenging calls.

Participants will learn:

  • The skills necessary for phone casework
  • How to identify the different stages of a call and how to build the client relationship at each stage
  • Strategies for managing challenging calls
  • Strategies for self-care and reflective practice

Participants are encouraged to submit responses to 2-3 questions that will be included in your registration confirmation email. Participation in this activity is not mandatory but will allow us to tailor the session content more closely to your learning needs. We also encourage you to register early particularly if you have any specific questions or scenarios that you would like to see addressed in this session.

Facilitated by Preethi Vergis, Learning and Sector Development Manager from Consumer Action Law Centre

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Law (CRANBOURNE)

Thursday 21 Nov 2019

1:00PM - 4:00PM

OPEN SESSION

Family Law (CRANBOURNE)

PRESENTED BY: Jennifer Lindstrom, Monash Law Clinics

LOCATION: Arbourlea Family & Community Centre, 75 Wheelers Park Drive, Cranbourne North

CPD CORE TOPICS: Family Law

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Separation in many instances is a major contributor to poverty. What should I tell my client about separation? This session will provide an overview of the family law system and look into division of assets, joint debts, child support and spouse maintenance.

Upon successful completion of this session, participants will be able to:

  • Provide accurate information around the family law system to clients
  • Know when to refer clients to specialist lawyers
  • Support clients whilst family law settlements are going on

This session will be facilitated by Jennifer Lindstrom, Legal Practice Manager &Principal Lawyer at Monash Law Clinics. It will include presenter led discussions as well as practical group work.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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Leaderclass: Family Violence Training

Wednesday 27 Nov 2019

9:30AM - 4:30PM

ADVANCED SESSION

Leaderclass: Family Violence Training

PRESENTED BY: Women’s Legal Service Victoria and WIRE Women’s Information

LOCATION: St. Michaels Church Administration, Level 1 Waratah Room, 120 Collins Street (rear of the Church), Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 6

CATEGORY: Technical, Skills, Ethics

**THIS IS AN ADVANCED SESSION - Designed for financial counsellors who have completed all pre-requisite training**

Course Description

This Leaderclass is a continuation of the Masterclass held at the end of 2018 and designed specifically for the leading practitioners in the field. The aim of the Leaderclass is to provide specialist, leading financial counsellors with opportunity to continue building best practice skills and knowledge in responding to the needs of clients impacted by family violence. The content and format of the Leaderclass will be determined in consultation with participants. It will assist senior practitioners to respond to complex cases – the type of cases you might not encounter every day, but that challenge your current skill set.

Completion of the FV Masterclass is a prerequisite for participation in this Leaderclass.

This session will have a close look into those less frequent, especially complex cases and provide fine details on working within a family violence framework.

The session is grounded in practical casework scenarios. Participants will learn to:

  • Apply specialist skills and knowledge required to address complex family violence and economic abuse casework
  • Support others delivering financial counselling services in a family violence and/or economic abuse context

Women’s Legal Service Victoria and WIRE Women’s Information are industry experts in working with clients impacted by family violence. This session will include presenter-led and group discussion based on actual scenarios.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Challenging Centrelink Decisions – Practical skills and knowledge

Tuesday 03 Dec 2019

9:30AM - 12:30PM

OPEN SESSION

Challenging Centrelink Decisions – Practical skills and knowledge

PRESENTED BY: Bryn Overend, Leanne Khan, SSRV

LOCATION: Curate Space, Level 6, 306 Little Collins Street (entry via The Causeway), Melbourne

CPD CORE TOPICS: Centrelink

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

For many Australians, access to Centrelink payments is essential for their basic financial survival and wellbeing. This course is designed to provide attendees with the practical skills and tools necessary to assist clients who disagree with a Centrelink decision, including navigating the Centrelink appeals process (in particular for Disability Support Pension applicants) and assisting those who have had debts raised against them for alleged overpayments. This session is designed to incorporate and complement existing knowledge of attendees and will be interactive and dynamic, with a focus on the application of technical knowledge and skills in a practical setting. It also aims at bringing social security experts and financial counsellors together in order to provide better outcomes for clients.

Upon successful completion of this session, participants will be able to:

  • Navigate the tools and resources available in assessing a client’s eligibility for specific Centrelink payments;
  • Assist clients in effectively and practically navigating the Centrelink appeals framework;
  • Assist in appealing a decision to reject a client’s application for a Centrelink payment, in particular an application for Disability Support Pension;
  • Assist a client in appealing a Centrelink debt, specifically in relation to:
    • A debt raised as a result of administrative error;
    • A debt raised against a client for whom special circumstances exist;
    • A debt raised against a client following bankruptcy;
  • Assist clients who have received payments or pay outs that may affect their Centrelink payments
  • Navigate a range of tools and resources available to assist a client in enforcing their rights for Centrelink payments, including an integrated service with SSRV.

This session will be facilitated by Bryn Overend, community lawyer, and Leanne Khan, financial counsellor, both from SSRV. It will include presenter led discussions as well as practical group work.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics

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Legal Updates – Part IX and others

Tuesday 03 Dec 2019

1:30PM - 3:30PM

OPEN SESSION

Legal Updates – Part IX and others

PRESENTED BY: Consumer Action Law Centre

LOCATION: Curate Space, Level 6, 306 Little Collins Street (entry via The Causeway), Melbourne

CPD CORE TOPICS: Various

CPD POINTS: 3

CATEGORY: Technical

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Find out about the latest changes and upcoming possibilities for changes to the law. In this session, we will be focusing on the Part IX reforms which came into effect mid-2019 amongst others.

On successful completion of this session participants will be able to:

  • Understand what the new laws are;
  • Understand the implications of the changes to the work financial counsellors do
  • Know how to practically assist your clients using the new protections

This session will include a presentation followed by Q&A as well as group discussions.

Participants are encouraged to submit responses to 2-3 questions that will be included in your registration confirmation email. Participation in this activity is not mandatory but will allow us to tailor the session content more closely to your learning needs. We also encourage you to register early particularly if you have any specific questions or scenarios that you would like to see addressed in this session.

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

 

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Family Violence Information Sharing PILOT

Wednesday 04 Dec 2019

9:00AM - 1:00PM

OPEN SESSION

Family Violence Information Sharing PILOT

PRESENTED BY: Women's Legal Service Victoria

LOCATION: Holding Redlich, Level 8, 555 Bourke Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

Course Description

Do you want to learn how the family violence information sharing scheme applies to your day to day work? Are you unsure how you would ask for information under the scheme and when to share information with other entities?

Women's Legal Service Victoria has developed family violence information sharing training for financial counsellors. Prior to the official roll out in 2020, we are scheduling this PILOT session. Family violence information sharing training for financial counsellors will be mandatory for all financial counsellors funded through CAV. Attendance at the PILOT session is equivalent to next year’s sessions, meaning you will not be required to attend another session next year. Please note you are required to complete 3 online modules as preparation for this training. These online modules are a pre-requisite for attendance. See below for further details.

This workshop is tailored to the Financial Counsellor role and will explore how the scheme works. Through case-study analysis we will explore the practical strategies in working with the Family Violence information sharing scheme.

Learning outcomes:

  • Identify what is relevant family violence risk information in relation to your case work
  • Understand why, when and how to collect that information and share it to assist your client and protect them from family violence risk
  • Understand the practical application of MARAM in relation to the family violence information scheme

To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics .

Post training feedback session and lunch:

After the session Women's legal Service would welcome some feedback on this PILOT training from you. A free lunch will be offered from 1 - 2pm following the training. If you are free to stay on for an additional 30 - 60 minutes and share your feedback over some lunch that would be much appreciated.

Pre-requisite training:

If you have not already completed the family violence information sharing training offered by FSV, you will be required to undertake the following e-learning modules:

Module 2: Family Violence and Child Information Sharing Schemes, and an introduction to MARAM

Module 3: Family Violence Information Sharing Scheme

Module 3a: Family Violence Information Sharing Scheme in Practice

The training can be accessed in your own time via this link: https://www.vic.gov.au/training-for-information-sharing-and-maram

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TC and FC teamwork – referral and collaboration

Wednesday 04 Dec 2019

2:00PM - 4:30PM

OPEN SESSION

TC and FC teamwork – referral and collaboration

PRESENTED BY: Sarah Davidson

LOCATION: Curate Space, Level 6, 306 Little Collins Street (entry via The Causeway), Melbourne

CPD CORE TOPICS: Casework, Gambling harm

CPD POINTS: 3

CATEGORY: Skills, Ethics

**THIS IS AN OPEN SESSION - Designed for financial counsellors of all levels of experience**

Course Description

Many clients, particularly those affected by gambling harm, benefit from working simultaneously with a therapeutic counsellor and a financial counsellor. However, there are not, as yet, well developed models of interdisciplinary approaches to clients experiencing gambling harm, and there is a lot to learn about how to develop effective cooperation between ‘FCs and TCs’. This session for both TCs and FCs will establish a clear understanding of the different roles of each, then look at ways the two can or should collaborate in producing the best possible outcomes for clients. The session will develop shared understandings of what best practice collaboration looks like, including teamwork processes, information sharing and privacy issues, and achieving good client outcomes.

This is a cross-sector workshop, both financial counsellors and therapeutic counsellors are encouraged to participate. On successful completion of this session participants will:

  • Have a clear understanding of each other’s roles, those of a FC and a TC
  • Understand the benefits for clients when working collaboratively
  • Gain new networks for referral
  • Know how to foster and promote a collaborative relationship with FC/TC
  • Be aware of confidentiality and privacy obligations and what is and isn’t appropriate to share, and when to share it.
  • Be able to establish more effective collaborative relationship with other professionals

The session will facilitate active sharing of ideas and group discussions. To satisfy your professional obligations - and to be awarded points for attendance - you are required to participate in the entire session. We thank you for your commitment to our Code of Ethics.

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