CHCFIN009 — Provide financial counselling and systemic advocacy within a social justice framework

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What an assessment for CHCFIN009 must cover

26 assessable components: 3 elements (16 performance criteria), 1 performance evidence and 1 knowledge evidence requirements, plus 8 foundation skills. An audit-defensible tool maps every question and task back to these — that mapping is the coverage matrix Auditori generates alongside the assessment.

Elements & performance criteria

1 Articulate the role of financial counselling in responding to systemic issues within the social justice framework.

1.1Identify the principles underpinning a social justice framework.
1.2Identify characteristics of systemic issues discovered from financial counselling casework.
1.3Interpret systemic issues that impact on the complex needs of clients.
1.4Provide financial counselling services within a social justice framework.
1.5Apply agency approach to systemic advocacy according to organisational policies and procedures.

2 Gather and prepare evidence of systemic issues.

2.1Identify issues in individual case work and other sources that may be the result of systemic issues.
2.2Inform clients about systemic issues, the impact they may be having and options for recourse, including submitting complaints and provide opportunities for clients to participate in systemic advocacy.
2.3Keep records and case notes with view to using them for systemic advocacy.
2.4Request consent from client to take systemic action involving complaints on their behalf.
2.5Write case studies to contribute to systemic advocacy.
2.6Identify the target audience for the evidence of systemic change.
2.7Identify sources to stay informed about current and emerging systemic issues.

3 Share evidence with relevant parties.

3.1Research existing systemic advocacy relevant to the financial counselling sector.
3.2Engage with financial counselling peak bodies, and other key stakeholders and regulators.
3.3Participate in roundtables, working groups and other key groups that effect change.
3.4Document outcomes according to organisational policies and procedures.

Performance evidence

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and: • document one case study for use in systemic advocacy including: • overview of client circumstances • explanation of systemic issue • target audience for advocacy • written evidence for complaint • perform the activities outlined in the performance criteria of this unit during a period of 220 hours of work in a financial counselling agency that has met the requirements for the Australian Securities and Investments Commission (ASIC) exemptions from holding a financial services or credit licence or in an appropriate simulated environment. These 220 hours may be applied collectively across all units of competency that include the requirement for workplace hours for the purposes of assessment.

Knowledge evidence

social justice framework, including: • understanding systemic causes of inequality • being aware of the impact of structures of power on vulnerable people: • intergenerational trauma • decision making under scarcity • history of the financial counselling sector: • social justice beginnings • campaigns for change • Australian Financial Counselling Code of Ethical Practice • trauma informed practice • client-centred, strengths-based approaches to financial counselling and other models consistent with these approaches • work health and safety • scope and limitations of the financial counselling role • practitioner and client boundaries, particularly with regard to the provision of therapeutic counselling • models for self-care • indicators of the presence of systemic issues, including: • unfair outcomes permitted by existing systems • patterns of poor outcomes associated with creditors, organisations, industry or government • poor outcomes for clients associated with new products • reports from industry or regulators • identification of structures which adversely affect positive client outcomes • structure and role of peak industry bodies in the financial counselling sector • stakeholders who play a role in systemic advocacy, including: • governments • regulators with a consumer protection remit • local MP • media • peak industry bodies • procedures for making a complaint to regulators: • the complaints process • bodies to complain to • how to draft a complaint to a regulator • what evidence is required • why this is important • aspects of informed consent, including: • privacy statement • checking for understanding • varying or ending agreement • third party authority forms • process for writing case studies that support systemic advocacy: • targeting case study to appropriate recipient • clearly stating the problem or systemic issue • providing details of client situation • explaining the detrimental impact of the systemic issue on the financial and personal situation of client • course of action that may address the issue • key sources of information and resources including: • National Debt Helpline (NDH) website • financial counselling peak body resources.

Foundation skills

Reading skills to:: research and interpret information from a range of complex documents.
Writing skills to:: present information and evidence in required formats using language, structure and style appropriate to audience.
Oral communication skills to:: participate in a variety of spoken exchanges with others using clear and direct language to convey, request and confirm understanding of information.
Numeracy skills to:: access required information from familiar and unfamiliar financial reports • interpret and synthesise statistical data with related information to make predictions and validate research outcomes.
Problem-solving skills to:: identify and analyse discrepancies in information gathered.
Initiative and enterprise skills to:: collaborate with colleagues to achieve client outcomes.
Planning and organising skills to:: logically sequence information and analysis in required formats to address client requirements.
Technology skills to:: use main features and functions of technology and software programs to complete work tasks.

Unit content sourced from training.gov.au — © Commonwealth of Australia, licensed under CC BY 4.0. Auditori is not affiliated with the Department of Employment and Workplace Relations.

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Questions about assessing CHCFIN009

What does an assessment tool for CHCFIN009 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for CHCFIN009 needs to address all 26 unit components: 3 elements with 16 performance criteria, 1 performance evidence requirements, 1 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for CHCFIN009?

Auditori pulls the current release of CHCFIN009 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for CHCFIN009 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing CHCFIN009 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of CHCFIN009, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.

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