Professional Development 18 June

Written on the 17 June 2020 by SAFCA


2 PD Points - Telephone Counselling Skills

Delivered by: Consumer Action Law Centre in partnership with FCA

The Telephone Counselling Skills training program has been developed for financial counsellors who assist clients over the phone as part of their work. It will provide participants with a framework to work effectively in providing assistance to clients over the phone and will involve a facilitated discussion on effective strategies for managing challenging calls.

Participants will learn how to:

  • Manage the different components of a phone call with clients
  • Use rapport as a strategy for managing challenging behaviours at all stages of the call
  • Implement some of the skills necessary for phone casework

Registrations are limited to 100, further sessions will be offered in August

Dates: Friday 26th June 11.30 am 1.00pm and Tuesday 30th June 11.30 am 1.00pm



6PD points - Superannuation and Insurance

6th and 7th July 9.30am to 12pm.

Presented by Simon Gilbert-Kent via Zoom.

This free 5 hour interactive webinar will be run over 2 morning sessions and discuss the details of Superannuation and insurance claims.

Register Here

1 PD Point - Case Note Training

9th July

Presented by Paul Gillett, this one hour interactive Zoom webinar discusses how to write Case Notes. $15 per person, limited spaces.

Register Here

2 PD Points - Centrelink - DSP applications and appeals

15th July 9.30am to 11am.

Presented by Tom Cobban via Zoom, this free 90 minute interactive webinar will discuss DSP applications and how to appeal Centrelink decisions.

Register Here

2 PD Points - Bankruptcy - an overview

16th July 9.30am to 11am.

Presented by Tom Cobban via Zoom, this free 90 minute interactive webinar will discuss the basics of Bankruptcy law, including which debts are provable.

Register Here

3 PD Points - Supervision Refresher

22nd July - invitations will first be sent to Supervisors who are actively supervising. Places are limited. Please contact Maria Rees if you are interested in attending

3 PD Points - Telephone Counselling Skills

23rd July 9.30am to 12pm.

Presented by Shani Prideaux via Zoom. This session will teach telephone counselling skills in more depth - 2.5 hour interactive webinar. The cost is $55 per participant and places are limited.

Transitioning to online with clients who have previously been face to face

  • Maintaining trust
  • Understanding different communication styles
  • Expressive communication skills
  • Building rapport with a new client
  • Holding space online
  • Creating safety and trust
  • Video conferencing vs phone counselling considerations
  • Video safety - settings, confidentiality, personal information
  • Enhancing voice-only counselling skills
  • Modalities suited to voice-only counselling such as Motivational Interviewing and direct questioning

Register Here


Upcoming topics which will be available in August include

  • Mortgage Stress and the impacts when a couple separate;
  • The Credit code including credit cards, Buy Now Pay Later, and other new products to look out for.

Dates and times will be published in the next few weeks.

Online Training

This document is updated regularly and contains approximately 80 CPD opportunities. Read more





15-17 Glynburn Road
Glynde SA 5070