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Upcoming Sessions

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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 topics that are key to financial counselling professional practice.

You must register for each session using each session's individual registration link.

Professional Supervision: Keeping it fresh

Monday 03 Feb 2020

9:30AM - 12:30PM

ADVANCED SESSION

Professional Supervision: Keeping it fresh

PRESENTED BY: Donna Letchford

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

Monday 03 Feb 2020

1:30PM - 4:00PM

OPEN SESSION

Insurance Complaints

PRESENTED BY: Consumer Action Law Centre

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

CPD CORE TOPICS: Insurance

CPD POINTS: 3

CATEGORY: Technical, Skills

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

 Course Description

This session will be focusing on insurance complaints matters. You will find out when you are entitled to ask for a refund and will also learn how to go about doing this. Furthermore, this session will also look at claims issues and provide you with the tools required to dispute a claim that was declined or delayed as well as other complications.

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

  • Identify insurance matters that qualify you to ask for a refund on an insurance product
  • Follow a step by step guide on how to ask for a refund on an insurance product.
  • Identify when a client can make a claim under an insurance policy
  • Support clients with making a complaint to an insurance company regarding claims issues (e.g. claim declined, delays, other complications)

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. You can respond by clicking on the link in your confirmation email. 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 an experienced lawyer 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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Family Violence Information Sharing for Financial Counsellors

Monday 10 Feb 2020

9:30AM - 1:30PM

SESSION FOR CAV FUNDED FCs ONLY

Family Violence Information Sharing for Financial Counsellors

PRESENTED BY: Women's Legal Service Victoria

LOCATION: City of Melbourne Bowls Club, Flagstaff Gardens, Dudley Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

**THIS SESSION IS ONLY OPEN TO CAV FUNDED FINANCIAL COUNSELLORS**

 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? Do you want to know what your responsibilities are under the Family Violence Information Sharing Scheme and the Multi-Agency Risk Assessment and Management Framework (MARAM)?

Women's Legal Service Victoria has developed family violence information sharing training for financial counsellors. This workshop is tailored to the Financial Counsellor role and will explore how the scheme works, and how it relates to your roles and responsibilities under MARAM. Through case-study analysis we will explore the practical strategies in working with the Family Violence information sharing scheme and intersecting components of MARAM.

Upon completion of this session participants will be able to:

  • Describe your roles and responsibilities under MARAM and the family violence information sharing scheme
  • Identify what is family violence risk information under the family violence information sharing scheme in relation to their casework
  • Collect and share information in accordance with your responsibilities under family violence information sharing scheme

Who must attend?

Attendance at the family violence information sharing training for financial counsellors is mandatory for all financial counsellors funded through CAV and employed under the Financial Counselling Program (FCP).

FCP counsellors working with family violence are legally prescribed as information sharing entities under the family violence information sharing scheme and must undertake this training.

Pre-requisites training

If you have not already completed the family violence information sharing training offered by Family Safety Victoria, 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 pre-requisite online training can be accessed in your own time via this link: https://www.vic.gov.au/training-for-information-sharing-and-maram

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 for Financial Counsellors

Tuesday 11 Feb 2020

9:30AM - 1:30PM

SESSION FOR CAV FUNDED FCs ONLY

Family Violence Information Sharing for Financial Counsellors

PRESENTED BY: Women's Legal Service Victoria

LOCATION: Multicultural Hub, 506 Elizabeth Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

**THIS SESSION IS ONLY OPEN TO CAV FUNDED FINANCIAL COUNSELLORS**

 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? Do you want to know what your responsibilities are under the Family Violence Information Sharing Scheme and the Multi-Agency Risk Assessment and Management Framework (MARAM)?

Women's Legal Service Victoria has developed family violence information sharing training for financial counsellors. This workshop is tailored to the Financial Counsellor role and will explore how the scheme works, and how it relates to your roles and responsibilities under MARAM. Through case-study analysis we will explore the practical strategies in working with the Family Violence information sharing scheme and intersecting components of MARAM.

Upon completion of this session participants will be able to:

  • Describe your roles and responsibilities under MARAM and the family violence information sharing scheme
  • Identify what is family violence risk information under the family violence information sharing scheme in relation to their casework
  • Collect and share information in accordance with your responsibilities under family violence information sharing scheme

Who must attend?

Attendance at the family violence information sharing training for financial counsellors is mandatory for all financial counsellors funded through CAV and employed under the Financial Counselling Program (FCP).

FCP counsellors working with family violence are legally prescribed as information sharing entities under the family violence information sharing scheme and must undertake this training.

Pre-requisites training

If you have not already completed the family violence information sharing training offered by Family Safety Victoria, 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 pre-requisite online training can be accessed in your own time via this link: https://www.vic.gov.au/training-for-information-sharing-and-maram

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 for Financial Counsellors (BENALLA)

Tuesday 18 Feb 2020

10:00AM - 2:15PM

SESSION FOR CAV FUNDED FCs ONLY

Family Violence Information Sharing for Financial Counsellors (BENALLA)

PRESENTED BY: Women's Legal Service Victoria

LOCATION: Benalla Performing Arts & Cultural Centre, 57 Samaria Road, Benalla

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

**THIS SESSION IS ONLY OPEN TO CAV FUNDED FINANCIAL COUNSELLORS**

 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? Do you want to know what your responsibilities are under the Family Violence Information Sharing Scheme and the Multi-Agency Risk Assessment and Management Framework (MARAM)?

Women's Legal Service Victoria has developed family violence information sharing training for financial counsellors. This workshop is tailored to the Financial Counsellor role and will explore how the scheme works, and how it relates to your roles and responsibilities under MARAM. Through case-study analysis we will explore the practical strategies in working with the Family Violence information sharing scheme and intersecting components of MARAM.

Upon completion of this session participants will be able to:

  • Describe your roles and responsibilities under MARAM and the family violence information sharing scheme
  • Identify what is family violence risk information under the family violence information sharing scheme in relation to their casework
  • Collect and share information in accordance with your responsibilities under family violence information sharing scheme

Who must attend?

Attendance at the family violence information sharing training for financial counsellors is mandatory for all financial counsellors funded through CAV and employed under the Financial Counselling Program (FCP).

FCP counsellors working with family violence are legally prescribed as information sharing entities under the family violence information sharing scheme and must undertake this training.

Pre-requisites training

If you have not already completed the family violence information sharing training offered by Family Safety Victoria, 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 pre-requisite online training can be accessed in your own time via this link: https://www.vic.gov.au/training-for-information-sharing-and-maram

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 difficult client behaviours

Wednesday 19 Feb 2020

9:30AM - 12:30PM

OPEN SESSION

Managing difficult client behaviours

PRESENTED BY: Sophie Lea

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

CPD CORE TOPICS: Case work

CPD POINTS: 3

CATEGORY: Ethics, Skills

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

 Course Description

Examine some of the common difficult behaviours clients present with, including:

  • The entitled client
  • The angry client
  • The emotional client

This session will teach effective ways of dealing with those types of behaviours. Learn how to control the client conversation and manage big emotions and also come to understand some of the underlying issues of these behaviours in this interactive and action-based training. You will also get a chance to become familiar with a model for building rapport quickly, counselling micro skills and solution focused practice before going on practicing your new skills through some case study work.

Upon completion of this session participants will be able to:

  • Understand the underlying issues of certain difficult behaviours
  • Set boundaries in client sessions and control the conversation
  • Implement counselling micro skills in their client interactions
  • Build rapport quickly with your clients while maintaining control over the conversation.
  • Work more effectively with clients displaying difficult behaviours

We are excited to have Sophie Lea from Monash University facilitating this session for us. Sophie is a professional counsellor, educator, clinical supervisor and consultant with over 18 years’ experience working in various therapy settings both in Australia and overseas. She is a lecturer in the Master of Counselling and a PhD Candidate at Monash University.

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 (GEELONG)

Thursday 20 Feb 2020

10:00AM - 1:30PM

OPEN SESSION

Challenging Centrelink Decisions – Practical skills and knowledge (GEELONG)

PRESENTED BY: Bryn Overend, SSRV

LOCATION: Diversitat Geelong (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 a 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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New Guardianship and Administration Act: Panel Session

Wednesday 19 Feb 2020

1:30PM - 4:30PM

OPEN SESSION

New Guardianship and Administration Act: Panel Session

PRESENTED BY: Suman Joshi, State Trustees Hilda Quiroga, Office of the Public Advocate Rodney Page, VCAT

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

CPD CORE TOPICS: Administration orders

CPD POINTS: 3

CATEGORY: Skills, Technical

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

 Course Description

Hear from the Office of the Public Advocate, State Trustees and VCAT on the changes to the Guardianship and Administration Act. What are the implications for FCs? How will state trustees implement these changes? Learn more broadly about power of attorney, administration orders – how to get one and how to get it revoked as well as State Trustees practices and their responsibilities versus the client who is under administration.

This session will be facilitated by a panel of experts followed by a Q&A session.

Upon completion of this session participants will be able to:

  • Understand the changes to the Guardianship and Administration Act and implications for clients
  • Advocate more effectively for clients on administration orders
  • Communicate more effectively with State Trustees
  • Understand the implications of a power of attorney and how to set it up
  • Provide information to clients on the processes of getting an administration order revoked

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 for Financial Counsellors (MORWELL)

Wednesday 26 Feb 2020

10:00AM - 2:15PM

SESSION FOR CAV FUNDED FCs ONLY

Family Violence Information Sharing for Financial Counsellors (MORWELL)

PRESENTED BY: Women's Legal Service Victoria

LOCATION: Farnham Court Motel, 26 -30 Princes Drive, Morwell

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

**THIS SESSION IS ONLY OPEN TO CAV FUNDED FINANCIAL COUNSELLORS**

 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? Do you want to know what your responsibilities are under the Family Violence Information Sharing Scheme and the Multi-Agency Risk Assessment and Management Framework (MARAM)?

Women's Legal Service Victoria has developed family violence information sharing training for financial counsellors. This workshop is tailored to the Financial Counsellor role and will explore how the scheme works, and how it relates to your roles and responsibilities under MARAM. Through case-study analysis we will explore the practical strategies in working with the Family Violence information sharing scheme and intersecting components of MARAM.

Upon completion of this session participants will be able to:

  • Describe your roles and responsibilities under MARAM and the family violence information sharing scheme
  • Identify what is family violence risk information under the family violence information sharing scheme in relation to their casework
  • Collect and share information in accordance with your responsibilities under family violence information sharing scheme

Who must attend?

Attendance at the family violence information sharing training for financial counsellors is mandatory for all financial counsellors funded through CAV and employed under the Financial Counselling Program (FCP).

FCP counsellors working with family violence are legally prescribed as information sharing entities under the family violence information sharing scheme and must undertake this training.

Pre-requisites training

If you have not already completed the family violence information sharing training offered by Family Safety Victoria, 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 pre-requisite online training can be accessed in your own time via this link: https://www.vic.gov.au/training-for-information-sharing-and-maram

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 for Financial Counsellors

Wednesday 11 Mar 2020

9:30AM - 1:30PM

SESSION FOR CAV FUNDED FCs ONLY

Family Violence Information Sharing for Financial Counsellors

PRESENTED BY: Women's Legal Service Victoria

LOCATION: City of Melbourne Bowls Club, Flagstaff Gardens, Dudley Street, Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

**THIS SESSION IS ONLY OPEN TO CAV FUNDED FINANCIAL COUNSELLORS**

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? Do you want to know what your responsibilities are under the Family Violence Information Sharing Scheme and the Multi-Agency Risk Assessment and Management Framework (MARAM)?

Women's Legal Service Victoria has developed family violence information sharing training for financial counsellors. This workshop is tailored to the Financial Counsellor role and will explore how the scheme works, and how it relates to your roles and responsibilities under MARAM. Through case-study analysis we will explore the practical strategies in working with the Family Violence information sharing scheme and intersecting components of MARAM.

Upon completion of this session participants will be able to:

  • Describe your roles and responsibilities under MARAM and the family violence information sharing scheme
  • Identify what is family violence risk information under the family violence information sharing scheme in relation to their casework
  • Collect and share information in accordance with your responsibilities under family violence information sharing scheme

Who must attend?

Attendance at the family violence information sharing training for financial counsellors is mandatory for all financial counsellors funded through CAV and employed under the Financial Counselling Program (FCP).

FCP counsellors working with family violence are legally prescribed as information sharing entities under the family violence information sharing scheme and must undertake this training.

Pre-requisites training

If you have not already completed the family violence information sharing training offered by Family Safety Victoria, 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 pre-requisite online training can be accessed in your own time via this link: https://www.vic.gov.au/training-for-information-sharing-and-maram

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: Consumer Law

Wednesday 11 Mar 2020

2:00PM - 4:00PM (+ pre-session learning activities)

ADVANCED SESSION

Masterclass: Consumer Law

PRESENTED BY: Consumer Action Law Centre

LOCATION: City of Melbourne Bowls Club, Flagstaff Gardens, Dudley Street, Melbourne

CPD CORE TOPICS: Consumer Law

CPD POINTS: 3

CATEGORY: Technical, Skills

**THIS IS AN ADVANCED SESSION - Designed for financial counsellors with four or more years of casework experience**

 Course Description

This Masterclass is for financial counsellors with more than four years of experience who would like an opportunity to workshop strategies and approaches for dealing with complex consumer law issues.This session will focus on some of the complex issues financial counsellors are seeing (which participants will submit through the pre-session learning task).

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

  • Apply their knowledge of consumer law, using a range of advocacy skills, to handle complex consumer issues

Participants will be required to complete a mandatory pre-session learning task and will be asked to do some recommended (but not mandatory) pre-session reading prior to the session. These pre-session activities will take up to 2 hours to complete. Participants are strongly encouraged to complete the mandatory learning task by COB Friday, 31 January, to allow the presenters to tailor the session to their learning needs. You can access the mandatory learning task by clicking on the link provided in your confirmation email.

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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Graduate Year – Delivery Block 'Double' – 2-day delivery

Wednesday 18 Mar 2020

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

BEGINNER SESSION

Graduate Year – Delivery Block 'Double' – 2-day delivery

PRESENTED BY: Various

LOCATION: Queen Victoria Women's Centre , Courtyard room, 210 Lonsdale Street, Melbourne

CPD CORE TOPICS: Supervision

CPD POINTS: 10

CATEGORY: Skills, Ethics

**THIS IS A GRADUATE SESSION - Designed for financial counsellors in their first two-years of practice following graduation from the diploma**

 Course Description

Our brand-new graduate year training is premiering. This two-day delivery forms a part of our graduate year training. The graduate year training consists of a total of 3.5 days of face to face delivery and 4 pre-requisite e-learnings. It will be divided into three delivery blocks. Block ‘Double’ consisting of 2 days, block ‘Single’ consisting of 1 day and block ‘Half’ being a half day delivery.

In this two-day training you will get a chance to go through case studies, ask all your questions and build networks with your peer group. The content will cover consumer law, bankruptcy, our Code of Ethics and what it requires of us, case notes, letter writing and negotiating skills as well as core case work skills such as managing the conversation and setting boundaries and expectations. We will keep the content delivery to a minimum This training is designed to provide you with a platform for questions, case studies and practical exercises.

Upon completion of this delivery block participants will be able to:

  • Structure client sessions to ensure important information can be clarified and gathered
  • Implement strategies to keep client conversations on track
  • Follow ‘best practice’ guidelines when writing case notes and compiling case files
  • Utilise some of the letter templates provided during this session when contacting creditors
  • Negotiate more effectively with creditors
  • Apply their knowledge of consumer guarantees, unsolicited sales, misleading and deceptive conduct, unconscionable conduct and unfair contracts to common client scenarios
  • Apply their knowledge of bankruptcy law to common client scenarios

It is a pre-requisite of this session that you complete the Bankruptcy Law and the Consumer Law e-learnings, which can take up to 4 hours to complete. The content covered in the e-learning modules will be assumed knowledge for the session. We therefore encourage you to register early, to allow sufficient time for completion of these e-learnings. The e-learnings can be accessed here. A link will also be emailed to you upon registration.

 

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 24 Mar 2020

WEDNESDAY 25 MAR: 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 Administration, Level 1 Waratah Room, 120 Collins Street (at rear of church), 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 Information Sharing for Financial Counsellors

Thursday 26 Mar 2020

9:30AM - 1:30PM

SESSION FOR CAV FUNDED FCs ONLY

Family Violence Information Sharing for Financial Counsellors

PRESENTED BY: Women's Legal Service Victoria

LOCATION: City of Melbourne Bowls Club, Flagstaff Gardens Dudley Street Melbourne

CPD CORE TOPICS: Family Violence

CPD POINTS: 3

CATEGORY: Technical, Skills, Ethics

**THIS SESSION IS ONLY OPEN TO CAV FUNDED FINANCIAL COUNSELLORS**

 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? Do you want to know what your responsibilities are under the Family Violence Information Sharing Scheme and the Multi-Agency Risk Assessment and Management Framework (MARAM)?

Women's Legal Service Victoria has developed family violence information sharing training for financial counsellors. This workshop is tailored to the Financial Counsellor role and will explore how the scheme works, and how it relates to your roles and responsibilities under MARAM. Through case-study analysis we will explore the practical strategies in working with the Family Violence information sharing scheme and intersecting components of MARAM.

Upon completion of this session participants will be able to:

  • Describe your roles and responsibilities under MARAM and the family violence information sharing scheme
  • Identify what is family violence risk information under the family violence information sharing scheme in relation to their casework
  • Collect and share information in accordance with your responsibilities under family violence information sharing scheme

Who must attend?

Attendance at the family violence information sharing training for financial counsellors is mandatory for all financial counsellors funded through CAV and employed under the Financial Counselling Program (FCP).

FCP counsellors working with family violence are legally prescribed as information sharing entities under the family violence information sharing scheme and must undertake this training.

Pre-requisites training

If you have not already completed the family violence information sharing training offered by Family Safety Victoria, 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 pre-requisite online training can be accessed in your own time via this link: https://www.vic.gov.au/training-for-information-sharing-and-maram

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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Gambler's Help FC Forum

Tuesday 28 Apr 2020

9:30AM - 12:30PM

OPEN SESSION

Gambler's Help FC Forum

PRESENTED BY: Annette Devereaux, Bethany Gambler's Help Services

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

CPD CORE TOPICS: Gambling harm

CPD POINTS: 3

CATEGORY: Skills

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

 Course Description

Advocating for clients affected by gambling harm: How do you negotiate most effectively with creditors? What has worked for you in the past? Do you mention the gambling harm or not when speaking with creditors? How do you cope on a personal level with failing payment arrangements and how do you gage your own work as being effective? Share your tips and tricks and learn from others in the field.

This session aims to provide financial counsellors working in Gambler’s Help services with an opportunity to broaden the peer to peer sharing beyond your own agency and in a structured manner. By sharing our successes and our struggles with each other and learning from others practices you can advance your own casework.

Upon completion of this session participants will be able to:

  • Reference existing legislation and codes when advocating for your clients
  • Practice new tools and tips shared by others currently working in gamblers help services
  • Utilise new vocabulary when it comes to advocating for your clients
  • Implement strategies to deal with disappointing client outcomes and reflect more positively on the impact of their 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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Gambling and Addiction: Criminal Activities and Fraud - WEBINAR

Tuesday 05 May 2020

10:00AM - 11:30AM

OPEN SESSION

Gambling and Addiction: Criminal Activities and Fraud - WEBINAR

PRESENTED BY: Jody Rollason, Principal Solicitor, Wesley Community Legal Service

LOCATION: Online

CPD CORE TOPICS: Criminal law

CPD POINTS: 2

CATEGORY: Technical, Skills, Ethics

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

 Course Description

As an FC you might come across clients that have committed fraud or other criminal activities. Whether the client has already been charged or they have just confessed to you, during this session you will learn how to best respond to and support your client. Are you wondering if there are any obligations for mandatory reporting or if there are any relevant statutory limitations periods for your client? Be able to provide adequate advice and learn what you can do as an FC to help your client in mitigating the impact of the charges.

Upon completion of this session participants will be able to:

  • Provide adequate advice to clients who committed fraud or other criminal activities
  • Understand relevant statutory limitation periods
  • Have a clearer understanding how to support their clients by writing letters for court hearings

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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Money Worries - Emotional Resilience

Tuesday 12 May 2020

2:00PM - 4:00PM

OPEN SESSION

Money Worries - Emotional Resilience

PRESENTED BY: FCRC

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

CPD CORE TOPICS: Counselling skills

CPD POINTS: 3

CATEGORY: Skills

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

 Course Description

Emotional resilience: supporting clients with feeling of shame, guilt and embarrassment

This session is based on a resource developed by the UK Leeds University business school and now adapted for Financial Counsellors in Victoria called Money Worries and how to beat them. The booklet was designed to empower financial counsellors in supporting their clients to develop stronger emotional resilience. This session will introduce the resource and its content and provide opportunity to further develop your counselling skills. The focus of this training will be on supporting clients with feelings of shame, guilt and embarrassment.

Upon completion of this session participants will be able to:

  • Understand and empathise more easily with the thoughts of shame, guilt and embarrassment that clients may have
  • Introduce the Money Worries booklet to clients that might benefit from it
  • Respond more effectively to clients underlying feelings of guilt and shame
  • Support clients in building emotional resilience
  • Utilise some of the techniques to build their personal emotional resilience

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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Working with Refugees and Asylum Seekers

Tuesday 12 May 2020

10:00AM - 1:00PM

OPEN SESSION

Working with Refugees and Asylum Seekers

PRESENTED BY: TBC

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

CPD CORE TOPICS: Immigration

CPD POINTS: 3

CATEGORY: Skills

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

 Course Description

Is there a difference when we speak about refugees and asylum seekers and what assistance is available to both of those groups? What does their status mean, and will they be able to become residents? Are there any social security entitlements that can be accessed or emergency relief? What organisations are working in this space and provide support? What type of support is available? Learn about residency status and what a refugee lawyer does.

Upon completion of this session participants will be able to:

  • Interpret the impact different residency status have on clients
  • Provide financial counselling advice to refugees and asylum seekers regarding available entitlements
  • Make appropriate referrals to other service providers

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 reporting - WEBINAR

Friday 29 May 2020

10:00AM - 11:30AM

OPEN SESSION

Credit reporting - WEBINAR

PRESENTED BY: Consumer Action Law Centre

LOCATION: Online

CPD CORE TOPICS: Credit reporting

CPD POINTS: 2

CATEGORY: Technical, Skills

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

 Course Description

Join us for this live webinar focusing on the credit reporting system. Learn about who can make a listing on a credit report, how to access a free credit report and how to check for mistakes. We will also be looking at recent developments that have been made to credit reporting and upcoming changes to credit reporting, particularly in relation to comprehensive credit reporting, and what these changes will mean for your clients.

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

  • Identify problems with their client’s credit report
  • Understand how recent and upcoming changes to credit reporting will affect their clients

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. You can respond by clicking on the link in your confirmation email. 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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Ethical Boundaries

Wednesday 03 Jun 2020

9:30AM - 12:30PM

OPEN SESSION

Ethical Boundaries

PRESENTED BY: Lisa Garlick, Cheryl Buttigieg

LOCATION: City of Melbourne Bowls Club, Flagstaff Gardens, Dudley Street, Melbourne

CPD CORE TOPICS: Ethics

CPD POINTS: 3

CATEGORY: Ethics

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

 Course Description

Our Code of Ethics requires us to always act in the best interest of our client. What about duty of care for other parties? What if some of the client’s choices are against our own morals? We are looking at ethical dilemmas to analyse what is required of us by our Code of Ethics and what does it mean in real life scenarios? We will identify conflicts of interest and how to navigate them. Join us in this interactive ethical discussion.

Upon completion of this session participants will be able to:

  • Have a clearer understanding what our Code of Ethics requires of us
  • Analyse confidentiality requirements for specifics scenarios
  • Understand how professional boundaries can be maintained and what the difference between a boundary crossing and violation is
  • Apply ethical decision-making processes to their 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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Responsible lending

Wednesday 03 Jun 2020

1:30PM - 4:00PM

OPEN SESSION

Responsible lending

PRESENTED BY: Consumer Action Law Centre

LOCATION: City of Melbourne Bowls Club, Flagstaff Gardens, Dudley Street, Melbourne

CPD CORE TOPICS: Responsible lending

CPD POINTS: 3

CATEGORY: Technical, Skills

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

 Course Description

This session will be focusing on how to make a complaint to AFCA when dealing with responsible lending issues. Participants will learn about the outcomes they can get for their clients by making a complaint, and how to go about doing so.

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

  • Analyse documents from a credit provider by comparing these documents to a client’s actual financial position
  • Draft a letter of complaint to AFCA

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. You can respond by clicking on the link in your confirmation email. 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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Working with Refugees and Asylum Seekers (CRANBOURNE)

Thursday 11 Jun 2020

9:30AM - 12:30PM

OPEN SESSION

Working with Refugees and Asylum Seekers (CRANBOURNE)

PRESENTED BY: TBC

LOCATION: Cranbourne

CPD CORE TOPICS: Immigration

CPD POINTS: 3

CATEGORY: Skills

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

 Course Description

Is there a difference when we speak about refugees and asylum seekers and what assistance is available to both of those groups? What does their status mean, and will they be able to become residents? Are there any social security entitlements that can be accessed or emergency relief? What organisations are working in this space and provide support? What type of support is available? Learn about residency status and what a refugee lawyer does.

Upon completion of this session participants will be able to:

  • Interpret the impact different residency status have on clients
  • Provide financial counselling advice to refugees and asylum seekers regarding available entitlements
  • Make appropriate referrals to other service providers

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 15 Jun 2020

TUESDAY 16 JUN: 9:30AM - 4:30PM

OPEN SESSION

Elder Abuse - 2-day intensive training

PRESENTED BY: Bernadette Pasco

LOCATION: City of Melbourne Bowls Club, Flagstaff Gardens, Dudley Street, 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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Online gambling and consumer protections

Wednesday 17 Jun 2020

9:30AM - 1:00PM

OPEN SESSION

Online gambling and consumer protections

PRESENTED BY: Lauren Levin, FCA

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

CPD CORE TOPICS: Online gambling

CPD POINTS: 3

CATEGORY: Technical, Skills

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

 Course Description

A whole lot has changed in the gambling space. There is the newly signed national Online Gambling Consumer Protection Framework. How do you use it? How do you run a gambling complaint case?

Financial Counselling Australia (FCA), with the help of gambling financial counsellors, has been shining the light on online gambling harm and started a regulatory reform. Online gambling companies are prohibited from providing credit, they have to offer a pre-commitment opportunity to their customers regularly and a digital national self-exclusion register is being built. Find out about these changes and learn how to advocate for your clients most effectively in this climate.

During this session participants will learn:

  • What the legislated changes are federally and in Victoria
  • Who to complain to (Victorian regulator, regulator in the state the gambling company is licensed, federal regulator, ACMA)
  • How to complain to the gambling companies
  • How you can lodge an effective complaint and what the grounds are
  • How to support clients that are getting gambling money refunded and how to do it safely

This session will be facilitated by Lauren Levin from the FCA who has been working tirelessly in advocating for regulatory change and better supports for people suffering from gambling harm.

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 (GIPPSLAND)

Thursday 25 Jun 2020

10:00AM - 2:30PM

OPEN SESSION

Telephone Counselling Skills (GIPPSLAND)

PRESENTED BY: Consumer Action Law Centre

LOCATION: Gippsland

CPD CORE TOPICS: Telephone skills

CPD POINTS: 3

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 components 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. You can respond by clicking on the link in your confirmation email. 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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