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