MEMBER LOGIN

CLOSE

Upcoming Sessions Upcoming Sessions

Upcoming Sessions

Upcoming Sessions

Session Registration

Upcoming Sessions

Below is a list of CPD sessions offered. Each session shows the learning level for that session, and the points allocated for purposes of FCRC membership compliance. The list includes SPDP sessions, as well as other CPD topics that are key to financial counselling professional practice.

You must register for each session using each session's individual registration link.
The learning materials for the sessions will also be posted here as they become available.

Family Violence Training for Financial Counsellors: Foundation Level Unit

Tuesday 30 Jan 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Advanced Level Unit

Thursday 01 Feb 2018

9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Advanced Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical

LEVEL: 3

CPD POINTS: 5

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Monday 05 Feb 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Advanced Level Unit

Wednesday 07 Feb 2018

9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Advanced Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical

LEVEL: 3

CPD POINTS: 5

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Tuesday 13 Feb 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Webinar: Insurance Suitability

Thursday 01 Mar 2018

10:00am – 11:00am (webinar)

Webinar: Insurance Suitability

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

LOCATION: Online

SPDP: Yes

CPD Core Topics: Superannuation and insurance

CATEGORY: Technical

LEVEL: 1

CPD POINTS: 3

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Tuesday 06 Mar 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Gippsland

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Telephone Counselling

Wednesday 07 Mar 2018

9:30 am – 4:30 pm

Telephone Counselling

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

LOCATION: Meat Market, 5 Blackwood Street, North Melbourne

SPDP: No

CPD Core Topics: Telephone skills

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 3

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Advanced Level Unit

Thursday 08 Mar 2018

9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Advanced Level Unit

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

LOCATION: Gippsland

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical

LEVEL: 3

CPD POINTS: 5

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 14 Mar 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 21 Mar 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Frankston/ Cranbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Advanced Level Unit

Friday 23 Mar 2018

9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Advanced Level Unit

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

LOCATION: Frankston/ Cranbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical

LEVEL: 3

CPD POINTS: 5

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Monday 26 Mar 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Benalla

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Advanced Level Unit

Wednesday 28 Mar 2018

9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Advanced Level Unit

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

LOCATION: Benalla

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical

LEVEL: 3

CPD POINTS: 5

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Wednesday 18 Apr 2018

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

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Ballarat

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Advanced Level Unit

Friday 20 Apr 2018

9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Advanced Level Unit

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

LOCATION: Ballarat

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical

LEVEL: 3

CPD POINTS: 5

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

The Mortgage Stress Lifecycle

Monday 23 Apr 2018

9:30am – 12:30pm

The Mortgage Stress Lifecycle

PRESENTED BY: Amanda Storey; Director of Legal Practice, Consumer Action Law Centre (CALC)

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

SPDP: Yes

CPD Core Topics: Hardship Systems

CATEGORY: Technical

LEVEL: 2

CPD POINTS: 3

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: 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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Managing the client narrative

Monday 30 Apr 2018

9:30am – 12:30pm

Managing the client narrative

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

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

SPDP: No

CPD Core Topics: Interview techniques

CATEGORY: Skills, Ethics

LEVEL: 2

CPD POINTS: 3

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

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

Monday 30 Apr 2018

1:30pm – 4:30pm

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

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

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

SPDP: Yes

CPD Core Topics: Consumer Credit Law

CATEGORY: Technical, Skills

LEVEL: 2

CPD POINTS: 3

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Foundation Level Unit

Tuesday 01 May 2018

WEDNESDAY 2 MAY: 9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Foundation Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 10 (over two days)

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Family Violence Training for Financial Counsellors: Advanced Level Unit

Thursday 03 May 2018

9:30AM - 4:30PM

Family Violence Training for Financial Counsellors: Advanced Level Unit

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

LOCATION: Melbourne

SPDP: No

CPD Core Topics: Family Violence

CATEGORY: Technical

LEVEL: 3

CPD POINTS: 5

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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

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

Thursday 31 May 2018

1:00pm – 4:00pm

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

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

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

SPDP: Yes

CPD Core Topics: Consumer Credit Law

CATEGORY: Technical, Skills

LEVEL: 2

CPD POINTS: 3

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Telephone Counselling

Friday 01 Jun 2018

9:30 am – 4:30 pm

Telephone Counselling

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

LOCATION: Meat Market, 5 Blackwood Street, North Melbourne

SPDP: No

CPD Core Topics: Telephone skills

CATEGORY: Technical, Skills, Ethics

LEVEL: 2

CPD POINTS: 3

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Complex needs and pathways to independence

Tuesday 05 Jun 2018

1:00am - 4:00pm

Complex needs and pathways to independence

PRESENTED BY: Julie Aganoff, Psychologist

LOCATION: Benalla Community Care, 45 Coster St, Benalla

SPDP: No

CPD Core Topics: Complex needs

CATEGORY: Skills, Ethics

LEVEL: 2

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
  • 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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Complex needs and pathways to independence

Wednesday 06 Jun 2018

9:30am-12:30pm

Complex needs and pathways to independence

PRESENTED BY: Julie Aganoff, Psychologist

LOCATION: Anglicare, 162 Commercial Road, Morwell VIC 3840

SPDP: No

CPD Core Topics: Complex needs

CATEGORY: Skills, Ethics

LEVEL: 2

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
  • 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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

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

Wednesday 06 Jun 2018

1:30pm – 4:30pm

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

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

LOCATION: Anglicare, 162 Commercial Road, Morwell VIC 3840

SPDP: Yes

CPD Core Topics: Consumer Credit Law

CATEGORY: Technical, Skills

LEVEL: 2

CPD POINTS: 3

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

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Complex needs and pathways to independence

Thursday 07 Jun 2018

10:00am-1:00pm

Complex needs and pathways to independence

PRESENTED BY: Julie Aganoff, Psychologist

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

SPDP: No

CPD Core Topics: Complex needs

CATEGORY: Skills, Ethics

LEVEL: 2

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
  • 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.

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here

Casework supervision: Conflicts and clients

Thursday 21 Jun 2018

10:00am – 1:00pm

Casework supervision: Conflicts and clients

PRESENTED BY: Financial & Consumer Rights Council (FCRC)

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

SPDP: Yes

CPD Core Topics: Casework Supervision

CATEGORY: Skills, Ethics

LEVEL: 3

CPD POINTS: 3

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.

 

Print / Save

* The Print/Save button allows you to save using 'Print to PDF' functionality. If your browser does not support 'print to pdf', please try using Chrome as your browser - download software here