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Controversial Referrals – Referring to fee for service providers
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.
Convenor skills training
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.
Court Network poster
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.
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.
COVID-19 updates for consumer advocates
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.
Credit contract letter templates (Consumer Action)
Template letters prepared by Consumer Action Law Centre for assisting clients with credit contracts.