F65 Provide Ethical Advice, Judgment and Service

F65 Provide ethical advice, judgment and service

F65.3 Practice in an ethical manner

Performance Criteria - this involves being The Range... able to... [1] Ethical standards: (a) make judgments and offering advice which • situate behaviour in the context of abstract balance the needs of the client, the resources principles of relation and obligation and to available and the needs of people in the comment critically thereon; community who are directly and indirectly affected • recognise norms of consistency in matters of intention, description and action; (b) take clear and unequivocal personal responsibility • evaluate the field of occupational practice in for personal decisions moral terms; • duty of care (c) disclose information obtained from clients only to those who have a legitimate right to receive it [2] Recognised good practice: • codes of practice within the occupation, (d) communicate with clients in a style and manner discipline or organisation; which maintains professional independence and • statute law; maximises goodwill and trust • duty of care

(e) define and agree the working practices and the [3] Conflicts of interest: expectations of the people involved in contracts • offers which may result in adverse conditions to other individuals or the community; (f) enter into formal and informal contracts and • offers which involve the financial interest of the agreements for advisory and problem-solving practitioner; services which conform to legal requirements, • giving unfair advantage to the practitioner's ethical standards and recognised good family or friends practice [4] Systems: (g) refuse offers and contracts which are illegal and • indemnity insurance; which may generate conflicts of interest • guarantees; • contract conditions; (h) set up systems to protect individual and • bonds community interests and to compensate clients where the advice given results in loss or damage to the client

(i) keep all funds, including interest, held on behalf of clients, separate from personal and organisational funds F65 Provide ethical advice, judgment and service

F65.3 Practice in an ethical manner The Evidence - performance and The Evidence - knowledge and process understanding

Product Evidence: (1) How and why do you enter into formal and informal contracts and agreements for advisory and problem- (1) Record(s) of contract(s) agreement(s) and terms of solving services which conform to legal requirements, reference which include conformance to legal ethical standards and recognised good practice requirements, ethical standards and recognised good (evaluation) (f) [1,2] practice (a,b,c,h,i) [1,2,3] (2) How do you ensure you disclose information obtained (2) Record(s) of balanced judgments, advice and personal from clients only to those who have a legitimate right to decisions (d,e,h,i) [1,2,3] receive it? (application) (c) [1,2,3]

(3) System(s) which have been set up to protect the (3) How do you communicate with clients in order to interests of, and to compensate clients which include maintain professional independence? (application) (d) separate funds (f,g) [3,4] [1,2,3]

Process Evidence: (4) How and why do you make judgments and offer advice which balances the needs of the client, the resources None applicable available and the needs of people in the community who are directly and indirectly affected? (synthesis) (a) [1,2,3]

(5) How and why do you define and agree the working practices and the expectations of the people involved in contracts? (evaluation) (e) [1,2,3]

(6) How and why do you refuse offers and contracts which are illegal and which may generate conflicts of interest? (evaluation) (g) [3]

(7) How and why do you make judgments which balance the needs of the client, the resources available and the needs of people in the community who are directly and indirectly affected? (evaluation) (a) [1,2,3]

(8) How and why do you take personal responsibility for personal decisions? (evaluation) (b) [1,2,3]

(9) How do you keep all funds held on behalf of clients separate from personal and organisational funds? (application) (i) [3,4]

(10) How and why do you set up systems to protect individual and community interests and to compensate clients where the advice given results in loss or damage to the client? (synthesis) (h) [4]