Human Services: Consumer Services Focus Area

Other Oregon CTE sets

Obtain necessary credentials, licensures or state-specific requirements to prepare for a career in consumer services.HUCS01

  • 1

    Examine consumer services laws and ethics to prepare for careers that require state licensure and/or careers that require specific credentials or skills.HUCS01.01.01.01

  • 2

    Attend education classes to prepare for licensure examinations.HUCS01.01.01.02

  • 3

    Pass examinations for licensures and maintain licensures with continuing education credits.HUCS01.01.01.03

  • 4

    Plan educational program to assure career requirements are met.HUCS01.01.01.04

  • 5

    Complete continuing education requirements.HUCS01.02.01.01

  • 6

    Document completion of continuing education classes.HUCS01.02.01.02

  • 7

    Maintain current and marketable business skills.HUCS01.02.01.03

Communicate product or equipment features that meet the needs of clients and consumers.HUCS02

  • 1

    Demonstrate product/equipment features to clients and consumers.HUCS02.01.01.01

  • 2

    Confirm clients/consumers' understanding of product/equipment features.HUCS02.01.01.02

  • 3

    Answer client and consumer questions confidently and accurately.HUCS02.01.01.03

  • 4

    Conduct research on products and services.HUCS02.01.01.04

  • 5

    Locate and synthesize product/service information.HUCS02.01.01.05

  • 6

    Discuss research findings in everyday language.HUCS02.01.01.06

Make consumer services recommendations meeting the needs of clients or customers.HUCS03

  • 1

    Motivate clients.HUCS03.01.01.01

  • 2

    Listen attentively.HUCS03.01.01.02

  • 3

    Speak courteously and respectfully.HUCS03.01.01.03

  • 4

    Include clients/consumers in planning.HUCS03.01.01.04

  • 5

    Defuse clients/consumer's anger or skepticism.HUCS03.01.01.05

  • 6

    Resolve conflicting interests.HUCS03.01.01.06

  • 7

    Respond to client/consumer objections or complaints so that client/consumer shows satisfaction.HUCS03.01.01.07

  • 8

    Apply client/consumer service techniques to complete transactions.HUCS03.02.01.01

  • 9

    Manage objections with courtesy and defuse them.HUCS03.02.01.02

  • 10

    Facilitate clients/consumer's follow-through with the transaction.HUCS03.02.01.03

  • 11

    Maintain client/consumer relationship as client/consumer returns for services and refers others.HUCS03.02.01.04

  • 12

    Elicit financial information and preferences through interviews with clients/consumers.HUCS03.03.01.01

  • 13

    Obtain all necessary information.HUCS03.03.01.02

  • 14

    Identify client/consumer preferences.HUCS03.03.01.03

  • 15

    Advise customers using appropriate and relevant information.HUCS03.04.01.01

  • 16

    Respond to questions appropriately.HUCS03.04.01.02

  • 17

    Evaluate risk/reward relationships of consumer's preferences.HUCS03.04.01.03

  • 18

    Recommend options related to situation.HUCS03.04.01.04

  • 19

    Follow up with client/consumer on outcome of plan implementation.HUCS03.04.01.05

Analyze financial/economic situations when making recommendations about consumer services.HUCS04

  • 1

    Evaluate client/consumer resources versus product costs and client risk tolerance level.HUCS04.01.01.01

  • 2

    Evaluate client/consumer resources versus cost.HUCS04.01.01.02

  • 3

    Educate client/consumer about most beneficial choices.HUCS04.01.01.03

  • 4

    Recommend best products, plans, or services for client/consumer.HUCS04.01.01.04

  • 5

    Synthesize economic principles, client/consumer data, and math skills to produce comprehensive budgets, purchasing plans, and/or financial plans.HUCS04.02.01.01

  • 6

    Produce attainable and manageable plans.HUCS04.02.01.02

  • 7

    Produce plans showing benefits for clients/consumers.HUCS04.02.01.03

  • 8

    Create plan to balance purchases, budgets, businesses, real estate investments, or portfolio investments.HUCS04.03.01.01

  • 9

    Produce balanced plan, explaining to client/consumer how the plan provides balance.HUCS04.03.01.02

  • 10

    Consult with co-workers or those knowledgeable in a field of expertise when needed to expedite solutions to problems.HUCS04.04.01.01

  • 11

    Refer client/consumer to others if client/consumer will be better served.HUCS04.04.01.02

  • 12

    Develop client/consumer recommendations using the appropriate investing or purchasing strategy.HUCS04.05.01.01

  • 13

    Analyze clients/consumer's assets and purchasing power.HUCS04.05.01.02

  • 14

    Evaluate options and choose options for maximum return and minimum risk.HUCS04.05.01.03

  • 15

    Synthesize elements to produce purchase or investment recommendations that satisfy clients/consumers.HUCS04.05.01.04

Use standard business processes or procedures to create consumer service information and facilitate client interactions.HUCS05

  • 1

    Manage numerical information using a calculator.HUCS05.01.01.01

  • 2

    Add, subtract, multiply, divide accurately.HUCS05.01.01.02

  • 3

    Perform complex transactions accurately.HUCS05.01.01.03

  • 4

    Use appropriate computer applications.HUCS05.02.01.01

  • 5

    Use Internet to access current information.HUCS05.02.01.02

  • 6

    Use Microsoft Word, Power Point, and Excel.HUCS05.02.01.03

  • 7

    Write, send, and receive e-mail.HUCS05.02.01.04

  • 8

    Use specialized software to prepare needed documents, accurately representing market analyses, contracts, projected outcomes, amortization, etc.HUCS05.02.01.05

  • 9

    Use desktop software to produce advertising materials.HUCS05.02.01.06

  • 10

    Create documents for client/consumer and office use.HUCS05.02.01.07

  • 11

    Create website for Internet advertising.HUCS05.02.01.08

  • 12

    Use computer technology to maintain product and client information.HUCS05.03.01.01

  • 13

    Create product information such as brochures.HUCS05.03.01.02

  • 14

    Establish and update customer database.HUCS05.03.01.03

Use a variety of methods to educate audiences about consumer services.HUCS06

  • 1

    Present comprehensive subject or product information.HUCS06.01.01.01

  • 2

    Provide customized oral presentations and visual materials to specific audiences.HUCS06.01.01.02

  • 3

    Confirm clients'/customers' understanding of product/equipment features.HUCS06.01.01.03

  • 4

    Select and use key information to advertise consumer services.HUCS06.02.01.01

  • 5

    Use the concept of 3-4 primary "info bites" for advertising in various forms of media.HUCS06.02.01.02

Demonstrate knowledge of ethical and legal responsibilities associated with providing consumer services.HUCS07

  • 1

    Model behaviors that demonstrate stewardship of client/consumer assets.HUCS07.01.01.01

  • 2

    Provide beneficial help and suggestions to client/consumer.HUCS07.01.01.02

  • 3

    Recognize when a client/consumer needs an advocate, and follow through with meeting these needs.HUCS07.01.01.03

  • 4

    Model ethical behaviors in the relationship with a consumer services client/consumer.HUCS07.02.01.01

  • 5

    Offer prompt, honest, and efficient services.HUCS07.02.01.02

  • 6

    Protect client/consumer from fraud, deceit, or misrepresentation.HUCS07.02.01.03

  • 7

    Immediately disclose any conflicts of interest.HUCS07.02.01.04

  • 8

    Make recommendations for service based on the preferences and needs of the client/consumer.HUCS07.02.01.05

  • 9

    Comply with the letter and spirit of laws and regulations related to retail, governmental, or private services.HUCS07.03.01.01

  • 10

    Document any questionable conduct.HUCS07.03.01.02

  • 11

    Inform clients and customers about protection agencies and their rights related to fraudulent practices.HUCS07.04.01.01

  • 12

    Identify agencies and contact information of consumer protection agencies.HUCS07.04.01.02

Apply business procedures and utilize equipment and facilities to produce satisfying client outcomes.HUCS08

  • 1

    Manage funds.HUCS08.01.01.01

  • 2

    Provide accurate records of receipts and disbursements.HUCS08.01.01.02

  • 3

    Recommend options regarding investments, insurance, retirement, etc.HUCS08.01.01.03

  • 4

    Create financial plan or purchasing plan for client.HUCS08.01.01.04

  • 5

    Advise clients using appropriate and relevant information.HUCS08.02.01.01

  • 6

    Complete paperwork for orders/purchases with accuracy.HUCS08.02.01.02

  • 7

    Provide desired product to consumer.HUCS08.02.01.03

  • 8

    Demonstrate product/equipment features to clients and customers.HUCS08.02.01.04

  • 9

    Provide a safe, accessible, and psychologically suitable environment for client/consumer.HUCS08.03.01.01

  • 10

    Evaluate accessibility to transportation.HUCS08.03.02

  • 11

    Evaluate safety and security of the location.HUCS08.03.03

  • 12

    Implement elements of a non-threatening environment.HUCS08.03.04

Frequently asked questions

What grade levels do these standards cover?
Grade 9, Grade 10, Grade 11, and Grade 12
Where can I read the official document?
Human Services Cluster

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