Academy of Human Development

FREE CONSULTATION: 65 - 6425 - 2422

UEN No/CPE Reg No: 199900986N
(Reg. Period: 20 May 2016 - 19 May 2020)

Assessment and Intervention Tools in Working with Financial Cases


  • Trainer gives trainees opportunities to apply knowledge through discussions and sharings and makes lessons more enjoyable

    Anonymous, 29 & 30 Apr 2015
  • Very engaging, great use of activities to spruce up the sessions.

    Anonymous, 29 & 30 Apr 2015

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This two-day workshop will equip frontline workers with knowledge and skills in assessing clients requiring financial assistance. Participants will also gain knowledge on resources available for clients in their intervention plans.


This course will help participants:

  • Learn about the basic premises and the 3-level objectives
  • Understand the helping process
  • Learn to use multi-level assessment
  • Improve on their report writing skills
  • Learn to come up with intervention plans
  • Be accustomed to community resources


Day 1

  • Introduction
  • Understanding Poverty
  • Basic Premises
    • 5 important assumptions
    • 3 level objectives
  • Helping Process
  • Assessment Tool
    • ERP model
  • Report Writing

Day 2

  • Intervention Plans
    • Art of budgeting
    • Work with "stuck" cases
  • Community Resources
  • Case Conference


New social workers who work directly with clients requiring financial


Classroom lecture and group discussion


Participants who meet 80% class attendance will be awarded a Certificate of Accomplishment by the Academy of Human Development.


Minimum O - level


Fees S$

Course Fee (Nett)



Subsidies/ Funding S$

Company-Sponsored Applicant:

VCF pre-approved funding at 30% per pax for Singaporeans/PR Social Service Organisation Staff (Ref No. PAS00001667, End date of approval: 21 Jan 2020)




Charlene Paul-Heng (Mrs), has been practicing social work for more than 11 years since graduation from National University of Singapore. She majored in Social Work (BA with Hons), and is also certified by Canadian Council of Professional Certification (CCPC) as a solution-focused therapist. Charlene is currently pursuing her Masters in Social Work. For the past 11 years, Charlene has developed and conducted programmes for youths-at-risk in schools and in the prison setting. She has also handled casework management with at-risk and low-income families. In the recent years, Charlene focused on providing clinical supervision for caseworkers, as well as conducting training for professionals and public in the area of counselling and casework management. Currently, Charlene oversees a programme that aims to help low income families come out of poverty. The programme aims to increase the net worth of these families, provide buffer for crises, and create opportunities for social inclusion. Some distinctive features of the programme include investing in the next generation, savings matching and debts clearance.


Dave Goh

6593 5284

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Course Schedule

Duration 15 hours
Dates TBA
Timing 9.00am - 5.30pm
Trainer(s) Charlene Heng
Venue(s) TBA