2014-2 SMD EN

Work process 2.3 Supports the client with financial problems and budget management

Assignment Support a client with a financial problem and/or management of his budget. Make an overview of the client’s wishes and requirements and chart his financial situation. Analyse the information and provide the client with insight into his financial situation. Chart the options to solve the problem in conjunction with the client. Provide the client with advice about his pattern of spending and possible alternatives within the framework of budget management. Provide the client with the resources to manage the budget as independently as possible. Transfer your expertise to the client and provide support as required. During the accountability report, give account for:  How you have made the income and expenditures insightful for the client and applied structure in this  The knowledge and expertise about budget management you have transferred to the client and the manner in which you have done this Result By order of a social worker or an institution with greater authority, the social worker has supported the client with financial issues and budget management in an insightful and thorough manner. She has provided the client with advice about the pattern of spending, provided supportive resources and encouraged the client to change his behaviour.

Supporting documents Submit the following supporting documents: 

A fully completed assessment form substantiated by the examiner  An accountability report

Stichting Consortium Beroepsonderwijs Z&W series 2014 Social worker training 2014-smd-e3