Diploma of Financial Counselling

Australian Institute of Social Relations

This qualification is part of the Community Services Training Package. It applies to those working in the following two contexts: generalist financial counsellors or rural financial counsellors who work in a variety of agencies that meet the requirements for the Australian Securities and Investments Commission (ASIC) exemption from a financial services or credit licence under ASIC class order 10/1063. They work across a variety of metropolitan, rural and remote settings. Rural financial counsellors undertake specialised financial counselling work that assists primary producers and rural small business owners in debt, and employed in agencies funded for this purpose. These agencies meet the requirements for the ASIC exemption from a financial services/credit licence by meeting the conditions of ASIC class order 11/926. Both have specialist knowledge of legal remedies and options to manage debt and financial difficulty and are advocates who work in a model of social justice and client empowerment.

Entry Requirements:

It is recommended that candidates have sufficient relevant work experience in a job role involving: the self-directed application of knowledge with substantial depth in some areas, the exercise of independent judgement and decision-making and the application of relevant technical and other skills, to indicate likely success at this level of qualification.

Structure:

17 units: 14 core; 3 elective

Subjects you can Study:

Core: Facilitate the interests and rights of clients; Recognise and respond to crisis situations; Provide systems advocacy services; Establish and confirm the counselling relationship; Support counselling clients in decision-making processes; Facilitate the financial counselling process; Identify and apply technical information to assist clients with financial issues; Develop and use financial counselling tools and techniques; Interpret and use legal information; plus more. Electives: Provide rural financial counselling services; Develop and review a business plan; Prepare and monitor budgets and financial reports; plus more.

Further information:

This qualification is NOT related to the work performed by financial planners or financial advisers whose role is to provide clients with strategies to address their investment options and require a financial services licence for their work under the National Consumer Credit Protection Act 2010. This qualification is also not appropriate for financial capability workers. This qualification does NOT refer to therapeutic counselling. Psychological issues require referral to a professionally qualified practitioner.

Related Careers:

Community Worker,
Campus ATAR/OP Mid Year Intake Study Mode Duration
Hindmarsh No info No Full time 0.5 year
Australian Institute of Social Relations is a division of Relationships Australia (SA) and a Registered Training Organisation offering nationally recognised qualifications and competencies in community services, counselling and training and assessment.

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