Resources
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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
AFCA Process webcast recording
- 1.5 hrs
- 1 CPD points
AFCA hosted a webcast to provide information on their dispute resolution process. The session was particularly relevant for those working directly with AFCA regarding IDR and EDR responses to customer complaints.
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: EDR and Ombudsman Schemes
AFCA’s jurisdiction: What’s in, what’s out and where to next?
- 1-2 hrs
- 1 CPD points
- Skills
In this session recording you will find the boundaries of AFCA’s jurisdiction, especially in the Consumer Credit context, including debt management and credit repair cases. One of the questions we are seeking to answer is: Will AFCA accept complaints about members that provide debt management services, where the underlying debt / default / listing was non-credit? More broadly we will cover:
– What is inside and what is outside of AFCA’s jurisdiction
– Where do you go for a resolution for matters that don’t fall within this jurisdiction
– How do AFCA’s rules get applied?
– Is there any advocacy that could happen around this?
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: EDR and Ombudsman Schemes
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
AOD – learn to better understand and support clients impacted by alcohol and other drugs
- 2-3 hrs
- 1 CPD points
- Skills
The training session had put spotlight on AOD. How do different drugs impact your clients behaviour and what do you need to know to ensure best outcomes for your clients.
Trauma is often closely linked to AOD use and trauma informed care will come into the mix when looking on how to best support your clients affected by problem AOD. Lina Do ( Senior AOD Counsellor) has showed the most recent research findings on how different drugs affect people and their behaviour followed by a discussion with an AOD Financial Counsellor, how to incorporate this knowledge into your financial counselling practice
- Published:
- Resource Type: CPD, Learning Materials, Session Recording
- Topics: Alcohol and Other Drugs, Mental Health
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