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Resources

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Group Supervision Proforma and Record

Read about this resource

This document serves as a guide to provide structure for group supervision sessions. It should be given to all participants to record their own notes if they want to. While the use of this document is not a requirement, FCVic encourages its use in group professional supervision sessions.

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Template
  • Published: 16 July 2020
  • Topics: Professional Supervision

Guardianship and Administration Act + Powers of attorneys

  • 1-2 hrs
  • 1 CPD points
  • Technical
Read about this CPD

This course is based on a training session delivered in February 2020 and focuses on the Guardianship and Administration Act and Powers of attorneys. You will find resources from the Office of the Public Advocate, State Trustees and VCAT. The questions addressed in those presentations are: What are the implications of the in 2020 newly released Guardianship and Administration Act for FCs? How will state trustees implement these changes? What is a power of attorney and how do they work? How do you get an administration order set up and can they be revoked?

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CPD resource
  • Published: 19 April 2022
  • Resource Type: CPD, Learning Materials, Session Recording
  • Topics: Guardianship and Administration

High risk speculation: Cryptocurrencies and Contracts for difference

  • 2-3 hrs
  • 1 CPD points
  • Technical
Read about this CPD

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.

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CPD resource
  • Published: 1 September 2022
  • Resource Type: CPD, Learning Materials, Session Recording

House Foreclosures

  • 1-2 hrs
  • 1 CPD points
  • Technical, Skills
Read about this CPD

Mortgage stress is an ongoing issue which the sector continues to see. Beyond mortgage stress, there is a point when your clients are facing foreclosure on their homes. This training session has covered these situations, what to expect in terms of processes, how Consumer Action approaches this and managing your client’s expectations.

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CPD resource
  • Published: 8 August 2023
  • Resource Type: CPD, Learning Materials, Session Recording

How Does Centrelink Treat Compensation Payments & Assets

  • 2 hrs
  • 1 CPD points
  • Skills
Read about this CPD

Receiving compensation for lost income due to an injury or traumatic event can be emotionally restorative and provide people with greater financial freedom, however many people may not realise the impact it can have on their Centrelink payments.
Similarly, people who are planning for a new financial period of their lives, such as downsizing in their retirement, may not understand how the sale of their primary residence and purchase of a new primary residence will be treated by Centrelink in the asset test.
In this session, Eloise Cox, Community Lawyer with Social Security Rights Victoria’s Integrated Services Project, have given an overview of compensation preclusion periods, the assets test, income deeming provisions and common challenges people face in these areas.
This session has also addressed the avenues people can pursue when they do not agree 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).

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CPD resource
  • Published: 1 March 2023
  • Resource Type: CPD, Learning Materials, Session Recording
  • Topics: Social Security and Centrelink

Identifying financial elder abuse

  • 2 hrs
  • 1 CPD points
  • Skills
Read about this CPD

Identifying financial elder abuse session has introduce ‘My Financial Health Check’. This tool helps older clients to engage with the financial issues they may be facing and to seek assistance. Katrina Barrett and Michael Kirkness have provided rich examples of financial elder abuse and how it becomes apparent during discussions with a client. Possible remedies are also covered.

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CPD resource
  • Published: 7 April 2022
  • Resource Type: CPD, Learning Materials, Session Recording
  • Topics: Elder Abuse
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FCVic acknowledges the support of the Victorian Government.

FCVic acknowledges the Wurundjeri Woi-wurrung people as the Traditional Owners of the lands on which we live and work. We pay our respects to their Elders, past and present, and to the Elders of other Aboriginal and Torres Strait Islander communities throughout Victoria and Australia.

Copyright © 2023 Financial Counselling Victoria ABN: 89 498 543 075

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