CPD Library
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Controversial Referrals – Referring to fee for service providers
- 2 hrs
- 1 CPD points
- Skills, Ethics
Referrals are at the very core of every financial counsellor’s work. Are there things to consider, particularly when we refer to fee for service providers? The professional standards committee will be releasing a ‘client referrals checklist’ to assist financial counsellors and their clients when making referrals.
The checklist forms the basis of this PD session with attention being drawn to
1. Fees and charges
2. How money gets paid out
3. Impact of potential lump sum payment on individual clients and
4. Referral processes for the client
5. How to choose which providers you could include in your referral recommendations.
The training session was very interactive with couple of case work scenarios.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Client Support and Resources
Retirement Village Contracts
- 2-3 hrs
- 1 CPD points
- Skills
Often people think that retirement villages are aged care facilities and therefore are regulated under the Aged Care Act. But this is not the case. Retirement villages are separate to aged care facilities and are regulated under the Retirement Villages Act only which does not provide the same protections as the Aged Care Act.
This session recording will have a closer look at the differences and the challenges that come with that for consumers.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Consumer Law
Debt Collection: Guidelines, Processes and On-Sold Debt
- 2-3 hrs
- 1 CPD points
- Technical, Skills
In this session recording you will find information about debt collection with a special focus on on-sold debt. The session was delivered by CALC and based on using a case study from CALC’s casework in this area.
Learning outcomes:
- Identify and apply debt collection guidelines
- Design strategies for getting compensation for bad behaviours by debt collectors
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
High risk speculation: Cryptocurrencies and Contracts for difference
- 2-3 hrs
- 1 CPD points
- Technical
This training has provided an introduction to contracts for difference (CFDs) and cryptocurrency. Although not commonly seen in the financial counselling space, these complex products are appearing more often with the increased accessibility and gamification of online trading.
This session recording will provide you with an understanding of the basics of these products, the risks that are involved and any protections in place.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
AFCA Compensation
- 2-3 hrs
- 1 CPD points
- Technical, Skills
In this session recording you will learn how to bring a case to the Australian Financial Complaints Authority (AFCA) and seek compensation for your client. This was an interactive session using a case study based on recent CALC casework.
Learning outcome:
- Design and apply your own strategies for seeking and getting compensation from an AFCA case
- Work with timelines and AFCA determination processes at front of mind in your client advocacy
- Tell a compelling story for this purpose
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: EDR and Ombudsman Schemes
Ethical dilemmas in casework
- 3 hrs
- 1 CPD points
- Ethics
In this session presenter were looking at ethical dilemmas that financial counsellors face in their roles. We analyse what is required of us by our Code of Ethics and how to apply that in real life scenarios. The presenter has differentiate between ethical boundary crossings and ethical boundary violations and consider what is in the best interest of our client. We have discussed duty of care for other parties and look at scenarios where the client’s choices are against our own morals.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Ethics
Social Security 101
- 2 hrs
- 1 CPD points
- Technical
Social Security and Centrelink can be frustrating and confusing to deal with, but for people experiencing hardship, getting their entitlements right can make a huge difference to their lives. It can also help avoid making their situation worse through overpayments and debts.
In this session recording , Dermott Williams, Community Lawyer with Social Security Rights Victoria’s Integrated Services Project, have given an overview of Centrelink, the circumstances where payments may be available, and common issues and challenges people face in dealing with the social security system.
The presenters have also addressed the avenues people can pursue when they are not happy with a Centrelink decision – including appeals – and what help is available for clients and community workers (i.e. when and what SSRV can help with).
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Social Security and Centrelink
Credit Reporting – the latest
- 2 hrs
- 1 CPD points
- Technical, Skills
Using an applied case study approach, we have tease out how to support clients with Credit Reporting issues, with a focus on recent updates in this area, and licensing for credit reporting companies.
The session will be a Q&A format, drawing on the expertise of a senior Consumer Action lawyer.
Upon completion of this session participants will be able to:
Identify and apply the latest changes in the credit reporting regulatory framework
Use the latest in hardship reporting provisions to support their clients
Develop and apply their own strategies for successful outcomes for clients with credit reporting issues
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Credit Law, Credit Reporting
What’s new: the latest online gambling platforms
- 2-3 hrs
- 1 CPD points
- Skills
We hear it and we see it. Advertising for different forms of gambling is on the rise. In this session recording you will find out more about what the emerging gambling platforms are, how they work and how they draw people in.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Gambling related harm
Insurance Law: Natural Disasters and Junk Funeral Products
- 2-3 hrs
- 1 CPD points
- Technical, Skills
In this session recording you will learn how to support clients with insurance issues. The first half of this session has covered issues that follow floods, bushfires and storms. The second half of the session have explored issues that have arisen following the collapse of Youpla (Aboriginal Community Benefit Fund – ACBF).
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Insurance