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