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Upcoming Sessions

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 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.

Casework Supervision: staff, case notes & mitigating risk

Tuesday 22 Aug 2017

1:00PM - 4:00PM

Casework Supervision: staff, case notes & mitigating risk

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

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

SPDP: Yes

CPD Core Topics: Advanced Casework Supervision

CATEGORY: Technical, Skills, Ethics

LEVEL: 3

CPD POINTS: 3

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

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

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

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

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

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

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

Tuesday 29 Aug 2017

10:00AM - 12:00PM

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

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

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

SPDP: Yes

CPD Core Topics: Superannuation and insurance

CATEGORY: Technical, Skills

LEVEL: 3

CPD POINTS: 3

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

Participants will learn:

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

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

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

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New frontiers of gambling

Tuesday 29 Aug 2017

1:00PM - 3:00PM

New frontiers of gambling

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

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

SPDP: No

CPD Core Topics: Gambling / Addictions and casework

CATEGORY: Technical, Skills

LEVEL: 2

CPD POINTS: 3

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

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

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

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

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Small business failure- the peril of debt

Tuesday 05 Sep 2017

10:00AM - 12:00PM

Small business failure- the peril of debt

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

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

SPDP: Yes

CPD Core Topics: Bankruptcy

CATEGORY: Technical, Ethics

LEVEL: 2

CPD POINTS: 3

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

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

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

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

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

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The role of financial counselling in prisons

Tuesday 05 Sep 2017

1:00PM - 3:00PM

The role of financial counselling in prisons

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

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

SPDP: Yes

CPD Core Topics: Debt collection

CATEGORY: Technical, Skills

LEVEL: 3

CPD POINTS: 3

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

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

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

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

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

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Clients: addictions and an integrated approach

Tuesday 12 Sep 2017

10:00AM - 12:00PM

Clients: addictions and an integrated approach

PRESENTED BY: Odyssey House

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

SPDP: No

CPD Core Topics: Addictions and casework

CATEGORY: Skills, Ethics

LEVEL: 2

CPD POINTS: 3

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

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

Through casework examples, participants will learn to:

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

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

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

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What’s yours is mine …. Isn’t it?

Tuesday 12 Sep 2017

1:00PM - 3:00PM

What’s yours is mine …. Isn’t it?

PRESENTED BY: Stephen Winspear, Moores Legal

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

SPDP: Yes

CPD Core Topics: Family law

CATEGORY: Technical, Ethics

LEVEL: 2

CPD POINTS: 3

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

This session opens with presentation from expert lawyers to address:

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

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

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

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

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

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More on Predatory for-profit debt business

Tuesday 19 Sep 2017

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

More on Predatory for-profit debt business

PRESENTED BY: Consumer Action Law Centre (CALC)

LOCATION: Online

SPDP: Yes

CPD Core Topics: Debt collection

CATEGORY: Technical, Skills

LEVEL: 2

CPD POINTS: 3

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

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

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

2. A one hour webinar which will help you:

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

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

 

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Code up!

Wednesday 11 Oct 2017

1:00PM - 3:00PM

Code up!

PRESENTED BY: Ralph Haller-Trost, Code Compliance Monitoring Committee (CCMC); Chris Stuart-Walker, Energy & Water Ombudsman Victoria (EWOV)

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

SPDP: Yes

CPD Core Topics: Ombudsman Schemes

CATEGORY: Technical, Skills

LEVEL: 2

CPD POINTS: 3

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

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

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

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

Participants will learn about:

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

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

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Barriers to making effective decisions

Wednesday 11 Oct 2017

3:20PM - 5:00PM

Barriers to making effective decisions

PRESENTED BY: Julie Aganoff, Psychologist

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

SPDP: No

CPD Core Topics: Advanced Casework Skills

CATEGORY: Skills

LEVEL: 2

CPD POINTS: 3

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

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

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

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

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

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

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Credit Reporting: How to use it for your advantage

Tuesday 31 Oct 2017

10:00AM - 11:00AM

Credit Reporting: How to use it for your advantage

PRESENTED BY: Consumer Action Law Centre (CALC)

LOCATION: Online

SPDP: Yes

CPD Core Topics: Credit law

CATEGORY: Technical, Skills

LEVEL: 1

CPD POINTS: 3

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

Both parts of this session are required must be completed.

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

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

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

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

 

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Section 271: to declare or not to declare gambling

Wednesday 22 Nov 2017

10:00AM - 12:00PM

Section 271: to declare or not to declare gambling

PRESENTED BY: Australian Financial Services Authority (AFSA)

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

SPDP: Yes

CPD Core Topics: Bankruptcy

CATEGORY: Technical

LEVEL: 2

CPD POINTS: 3

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

Take part in this interactive session to:

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

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

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

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

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

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Letters with punch!

Wednesday 22 Nov 2017

1:00PM - 3:00PM

Letters with punch!

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

LOCATION: Queen Victoria Women’s Centre, 120 Lonsdale Street, Melbourne 3000

SPDP: Yes

CPD Core Topics: Hardship systems

CATEGORY: Technical

LEVEL: 2

CPD POINTS: 3

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

Lots of reasons to get those letters right and tight!

Take part in this interactive workshop to:

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

Bring your complex situations and let’s write!

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

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Payday Lenders: Last resort or loan sharks?

Wednesday 29 Nov 2017

1:00PM - 4:00PM

Payday Lenders: Last resort or loan sharks?

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

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

SPDP: Yes

CPD Core Topics: Credit Law

CATEGORY: Technical, Skills

LEVEL: 1

CPD POINTS: 3

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

Participants will learn how to:

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

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

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

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