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Work and Income referral process
Rating: 3.8 out of 5(105 ratings)
4,802 students

Work and Income referral process

Learn how the Work and Income referral process integrates with the Building Financial Capability sector
Created byMIKE Curry
Last updated 6/2017
English

What you'll learn

  • The history of Work and Income referrals to the budgeting sector
  • How referrals changed as the budgeting sector transitioned to the BFC sector (overview)
  • Why Work and Income refers clients to BFC providers
  • How the Work and Income referral process works
  • The client experience in various scenarios
  • What Work and Income expects by way of reporting
  • Ways to resolve issues with the referral process in practice

Course content

7 sections20 lectures43m total length
  • Course Introduction1:36

Requirements

  • Interest in the budgeting / BFC sector in New Zealand
  • This course is open to anyone

Description

This course uses MSD material to explain their referral practice from the BFC sector perspective.

We will acknowledge the shared history of the budgeting movement with government support and the different types of referral systems that have been used previously. Note: If you're keen to get to the new referral process, you can simply skip the background lessons.

Then we’ll look in-depth at how the current referral system has been established, including some practical examples.

The course will finish with some discussion of ways to resolve issues that you might see when receiving referrals in practice, and develop a positive ongoing relationship with your local Work and Income office. 

Who this course is for:

  • A financial mentor (MSD-funded or non-funded)
  • A MoneyMates facilitator (MSD-funded or non-funded)
  • A budget advisor
  • A Work and Income staff member