CPD Library
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Insolvency refresher
- 2-2.5 hrs
- 1 CPD points
- Technical, Skills
This Small Business in-depth webinar has provided a refresher on company insolvency for small business financial counsellors. The session has covered the various pathways to insolvency, and provide updates to changes to the insolvency regime – including Small Business Restructuring – in the post-Covid era. The presenters have addressed some key issues of concern facing SBFCs trying to assist small business company owners/ directors, such as: when company debts become personal debts; director liability when directorship resulted from coercion or economic abuse; how best to assist small business owners when they can’t afford liquidation; processes to deregister a company when liquidation can’t be afforded.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Small Business
Asset Protection and Gambling harm
- 2 hrs
- 1 CPD points
- Technical, Skills
Ever wondered when that client is sitting in front of you and you’re aware their asset (car, house or other secured asset) is at serious risk and not sure what the next steps and conversations with your client may be?
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Gambling related harm
Mortgage stress and guarantors
- 3 hrs
- 1 CPD points
- Technical, Skills
With the rise in interest rates and the cost of living, mortgage stress remains a constant issue for clients in the sector. This session has provided the necessary skills and knowledge to identify the most effective interventions. The presenters has also shared valuable information on guarantors and reverse mortgages.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Housing, Responsible Lending
Centrelink Overpayments & Social Security Debt Help
- 2-2.5 hrs
- 1 CPD points
- Technical, Skills
Financial counsellors regularly support clients who have had debts raised against them for alleged overpayments. However, in some situations, the debt may be incorrect, or the client may not have to repay it. In this session Eloise has explained about Centrelink debts, how they come about, and how to appeal them. During this session, presenter has also given a demonstration of SSRV’s website ‘Social Security Debt Help’ which is an online resource that helps people better understand Centrelink debts and their options.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Social Security and Centrelink
Buy Now Pay Later & Wage advance
- 2-2.5 hrs
- 1 CPD points
- Technical, Skills
In this ‘Buy Now Pay Later’ (BNPL) and ‘Wage Advance’ session CALC presenters have provided an overview of these products.
Learning outcomes:
- An understanding of the issues with Buy Now, Pay Later (BNPL) and Wage Advances products and the negative impact they have on consumers who use them.
- An overview of the regulatory reforms to the BNPL law that are expected to be introduced later this year and how these proposed changes will impact consumers.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Payday Loans, Responsible Lending
All things ‘Super’
- 2 hrs
- 1 CPD points
- Technical, Skills
This session has focused on accessing Superannuation as well as insurance products linked to Superannuation accounts.
Josh Mennen from Maurice Blackburn has covered important legislative changes that impact eligibility to insurance and discuss statutes of limitations as well as how centrelink payments and bankruptcy can impact on superannuation and compensation payments.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Insurance, Taxation
Competing demands – Managing a sustainable workload
- 2-2.5 hrs
- 1 CPD points
- Skills
In this session, our presenter (Petris Lapis) has explained about the latest science around productivity and time efficiency. Also, learn from Financial Counsellors how they structure their work and what they have learned along the way.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Casework Skills
Applying the Banking Codes of Practice to financial counselling work
- 2-2.5 hrs
- 1 CPD points
- Technical, Skills
In this session the presenters have explained how to include banking codes of practice into your client advocacy. They have looked at examples of how and when AFCA has applied the Banking Code and COBA Code, followed by an interactive hypothetical case study based on Consumer Action experience with these codes.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Credit Law
Insurance Masterclass
- 2-3 hrs
- 1 CPD points
- Technical, Skills
A Masterclass on Insurance, targeting Financial Counsellors with some experience in natural disaster casework, or general insurance advocacy.
Financial Counsellors continue to see a range of complex insurance issues presenting with clients in disaster impacted areas, including those arising some time after the event, and can be involved in protracted disputes with insurers, leading to AFCA applications or referral to community lawyers.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Insurance
Family Violence and Small Business for Financial Counsellors
- 2-2.5 hrs
- 1 CPD points
- Technical, Skills
This session was aimed at FCs who assist small business owners, and those who work to support their clients experiencing family violence and financial abuse.
This session had a panel of experts in family law, company law, financial counselling, and ASIC. Presenters had also analysed the case studies and AFCA approaches to financial abuse and financial firms’ responsibilities.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Family Violence, Small Business