Work and Income referral process
3.8 (68 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
858 students enrolled
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Work and Income referral process

Learn how the Work and Income referral process integrates with the Building Financial Capability sector
3.8 (68 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
858 students enrolled
Created by MIKE Curry
Last updated 6/2017
English
Price: Free
Includes:
  • 43 mins on-demand video
  • 44 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
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 is the target audience?
  • 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
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Curriculum For This Course
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Introduction
1 Lecture 01:36
Course Introduction
01:36
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The history of Work and Income referrals
3 Lectures 09:17
How the budgeting sector came about
02:08

Referral trials in the 1990s
02:46

Future Focus changes and advocacy from the sector
04:23
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Transitioning to the BFC sector
3 Lectures 07:12
Additional funding into the sector
02:58

Redesigning the budgeting sector and creation of the BFC service model
02:26

Intentions for the new referral process
01:48
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How the referral process works (step by step instructions)
5 Lectures 12:10
Overview
00:54

Voluntary referral
02:03

Grants 0-5
03:34

Budget plans 1, 2 and 3
02:46

Grants 6+
02:53
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The client experience: examples
4 Lectures 07:23
Tae and Pat
01:37

Tina
01:44

Rawiri and Donna
02:07

Helen and Hamish
01:55
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Reporting back and communication
3 Lectures 04:52
What reporting back Work and Income expects
01:33

Ongoing communication with Work and Income
02:06

How to resolve any issues
01:13
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Course Summary
1 Lecture 00:35
Course Summary
00:35
About the Instructor
MIKE Curry
3.8 Average rating
68 Reviews
858 Students
1 Course
On behalf of the NZFFBS, 1973 to 2017

The New Zealand Federation of Family Budgeting Services operated as the professional body for the budgeting sector from 1973 to 2017.

The NZFFBS was responsible for training budget advisers, providing tools of trade (including a client management system), and creating links with external stakeholders like banks, finance companies and government departments.