Financial Literacy for Care Partners in the Support at Home Program

As a care partner, are you confident in your financial literacy?

Are you confident in managing and tracking budgets for the home care services you oversee?

In an evolving home care environment, it is crucial for Care Partners to have a basic understanding of financial concepts that impact service delivery and client outcomes. This workshop is designed to provide Care Partners with practical financial skills, tailored to help them develop accurate, efficient, and client-focused budgets.

By enhancing financial literacy, Care Partners can better manage individual budgets, ensure effective use of available resources, and maintain the quality of care for clients.

🔥 Overview

Key Focus Areas:

Understanding financial basics in Care Partner Management

• Explore the fundamentals of financial management in home care, focusing on practical applications for participant care plans.
• Understand essential concepts such as budgeting, cash flow, and cost management from a client service perspective.
• Learn how financial literacy supports your role in ensuring that clients’ funds are used effectively to meet their care needs.

Budgeting for participant needs

• Gain practical skills to develop, manage, and adjust participant budgets in line with their goals and funding limits.
• Learn to track expenses and funding allocations accurately to ensure transparency and compliance.
• Understand how to align budgeting techniques with the participant’s individual care plan, considering their unique requirements and available services.

Navigating changes in funding and pricing

• An overview of changes to home care funding arrangements, including the role of IHACPA pricing in care delivery.
• Understand how these changes may impact client budgets and the broader allocation of resources within home care services.
• Learn strategies for adapting care plans and financial management practices to align with evolving funding models.

Practical tools and resources for Care Partners

• Receive easy-to-use templates and tools to aid in budgeting and cost tracking.
• Discover how to identify and maximise revenue opportunities while maintaining quality care for clients.
• Implement financial tracking processes that enhance your ability to make informed decisions for client care and resource allocation.

Interactive learning and peer support

• Engage in discussions and interactive Q&A sessions that focus on case scenarios faced by Care Partners
• Exchange experiences and strategies with fellow Care partners , fostering a collaborative learning environment.

🚩 Learning Outcomes

By the end of this workshop, Care Partners will be able to:

• Define financial literacy in a care context: understand the relevance of financial literacy for effective client care management.

• Evaluate current practices: assess current budgeting and financial practices and identify areas for improvement.

• Develop client budgets: apply effective budgeting techniques tailored to individual client needs, enhancing service efficiency.

• Interpret basic financial information: gain the skills to understand simple financial statements, focusing on their relevance to client funds and care plans.

• Navigate funding changes: recognise the implications of changes to funding models and prepare for their impact on client budgets and service delivery.

• Manage client funds efficiently: Implement strategies to manage client budgets effectively, ensuring compliance and quality care.

• Control costs without compromising care: develop cost control measures that maintain the quality of care provided to clients.

• Engage in financial planning: integrate basic financial considerations into broader care planning to improve service outcomes and sustainability.

📅 Date: 4 May 2026

• 1.00 pm – 3.30 pm – New South Wales, Victoria, Tasmania, and the Australian Capital Territory
• 12noon – 2.30 pm Queensland
• 12.30 pm -3.00 pm – South Australia
• 11.30 am -2.00 pm – Northern Territory
• 10.00 am – 01.00 pm – Western Australia

🎖️ Recognition

All attendees will receive a Statement of Attendance upon completion of an assessment as evidence of Continuing Professional Development hours.

💼 Inclusions

• Online Workbook questions (and the opportunity to gain feedback from the LPA team)
• Downloadable tools and resources

💻 Learner requirements

• Computer or mobile device
• A stable internet connection (broadband/4G+ recommended)
• Speakers and a microphone are optional

Regarding online training, we know that staring into the “virtual classroom” can sometimes miss those moments that face-to-face events deliver. So, we are mixing things up. In a time of transformation in the sector, we want to ensure that you are supported now more than ever. We will focus even more on interactive, immersive training sessions (think break-out rooms, cameras on (yes, scary), opportunities to network, and maintaining the LPA way of tangible tools and resources).

💰 Investment: $ 437 inc. GST