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Stichting Consortium Beroepsonderwijs
Z&W series 2014
Social worker training
2014-smd-e3
Exam
3 Providing support with financial problems and budget management
(2014-smd-e3)
Training Social worker
Assessment form of work process 2.3 Supports the client with financial problems and budget
management
Examinee’s name:
Cohort:
Date:
Evaluation criteria
Good (2)
Satisfactory (1)
Unsatisfactory (0)
Behaviour assessment
The examinee:
provides the client with clear, honest and constructive feedback concerning his financial
management
encourages the client to take a critical look at himself and become conscious about his
spending behaviour
provides the client with advice about the pattern of spending and possible alternatives
within the framework of budget management
encourages the client to try and achieve objectives and change his behaviour
when supporting the client with financial problems and budget management, keep in mind
the client’s well-being and monitor it, show concern, recognise risk factors and signals of
poverty and encourage the client to talk about his complaints
shows legal and arithmetic insight and calculates promptly and accurately for the benefit of
the client’s budget management
Foundation of the assessment of the work process with examples relating to the evaluation
criteria.