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Enhancing Professional Development in Financial Counselling: FCRC Guidelines & Framework

Explore the key aspects of continuous professional development for financial counselors through the FCRC program. Delve into the 4 E's - Education, Examination, Experience, and Ethics - as the building blocks. Understand the importance of regulatory, employer, and professional obligations as part of the CPD continuum. Discover the FCRC CPD program's focus on technical knowledge, skills development, and ethics, including areas like mental health, AOD, aged care, and more. Join us in shaping a confident and resilient financial counseling profession for the future.

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Enhancing Professional Development in Financial Counselling: FCRC Guidelines & Framework

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  1. FCRC developing the profession Continuous professional development

  2. The building blocks • Courtesy Dr June Smith 2013

  3. The 4 E’s • Education • Examination • Experience • Ethics

  4. Education • Developed and delivered and accredited by FCRC

  5. Examination • Membership • compliance

  6. Experience • Professional sponsorship • Mentoring • Student placements

  7. Ethics Professional obligations to Clients The association (FCRC) Each other

  8. 3 main considerations • Regulatory obligation • Employer obligation • Professional obligation

  9. The continuum of CPD

  10. Practice framework • Broad • Moves beyond legal issues • Is framed by the profession

  11. FCA • National standards • Consistency • Code of Ethical practice • CPD into the future • Enables registration framework • Enables FC’s to work in all states/ territories

  12. FCA 3 key areas of CPD • Technical knowledge • Skills development • Ethics

  13. FCRC CPD program

  14. Key areas of SPDP

  15. Key areas ( cont.)

  16. FCRC additional • Ethics • Mental health • AOD • Aged care / elder abuse • Documentation; case notes • Problem gambling financial counselling • other

  17. So how do we measure up..? • Regulatory compliance • Employer obligations • Professional obligations

  18. We are building a confident and resilient profession

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