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Resources

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Controversial Referrals – Referring to fee for service providers

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

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.

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Access CPD
CPD resource
  • Published: 25 October 2022
  • Resource Type: CPD, Learning Materials, Session Recording
  • Topics: Client Support and Resources

Convenor skills training

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

The session was focused on developing an understanding of the role of chair, convenor and secretary within the context of FCVic. It has also included defining the purpose of a meeting at the outset, and working towards achievable outcomes that reflect the views of the group.

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CPD resource
  • Published: 25 July 2022
  • Resource Type: CPD, Learning Materials, Session Recording
  • Topics: Casework Skills, Uncategorized

Court Network poster

Read about this resource

The Court Network Telephone Service provides free, confidential support, information and referral for all court users across Victoria and Queensland (victims, witnesses, accused, family and friends) during business hours Monday to Friday.

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Flyer/Poster
  • Published: 1 July 2020
  • Topics: Client Support and Resources, Judgment Debts and Enforcement

COVID-19 Updates

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

The training session has covered the impact of COVID-19 on consumer law and lending. We identify new problems and worsening impacts on existing problems and suggest strategies to help manage these with your clients. It is designed to be a knowledge exchange, using case studies to prompt new ways of thinking about intersectionality, vulnerable clients and approaches to systemic change.

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CPD resource
  • Published: 23 March 2021
  • Resource Type: CPD, Learning Materials, Session Recording
  • Topics: COVID-19, Responsible Lending

COVID-19 updates for consumer advocates

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

This webinar was focused on consumer, credit and debt issues as they are emerging in the current pandemic. Learn about industry responses and legislative changes that affect our work during the pandemic, and hear about the key issues being identified by consumer advocates and financial counsellors during the pandemic in relation to loans and credit issues, bankruptcy and Part 9 agreements, insurance, telco, energy, as well as other products and services.

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CPD resource
  • Published: 24 June 2020
  • Resource Type: CPD, Session Recording
  • Topics: Consumer Law, COVID-19, Credit Law

Credit contract letter templates (Consumer Action)

Read about this resource

Template letters prepared by Consumer Action Law Centre for assisting clients with credit contracts.

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Template
  • Published: 1 January 2019
  • Topics: Credit Law, Payday Loans
« Previous Page1 Page2 Page3 Page4 Page5 Page6 Page7 Page8 Page9 Page10 Page11 Page12 Page13 Page14 Page15 Page16 Page17 Page18 Page19 Page20 Page21 Page22 Page23 Page24 Page25 Page26 Page27 Next »

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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  • العربية (Arabic)
  • 简体中文 (Chinese Simplified)
  • 繁體中文 (Chinese Traditional)
  • درى (Dari)
  • Ελληνικά (Greek)
  • हिन्दी (Hindi)
  • Italiano (Italian)
  • ကညီကျိာ် (Karen)
  • پښتو (Pashto)
  • ਪੰਜਾਬੀ (Punjabi)
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  • Tiếng Việt (Vietnamese)

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