List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:
work with at least three different financial services colleagues in the course of own work role.
The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
legislative and statutory requirements and industry codes of practice relating to working with others in own role, including:
work health and safety (WHS)
environmental sustainability, and approaches to environmental and resource efficiency
organisational policies, procedures and guidelines relating to own work tasks, including those relating to:
relevant management systems and databases
organisational standards of style and format
risk assessment and responses to workplace hazards and emergency incidents
organisational philosophy, values and objectives relevant to own work role
key features of financial services industry and the way it operates
types of financial risks in financial services
ethical principles that apply when working in the financial services industry
effective questioning and listening techniques
types of communication channels to share financial information
proprietary and/or organisational software that can be used to develop workplace documents, input and extract data, and make calculations.
Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
organisational policies, procedures, regulations and codes of practice
organisational equipment, technology and software.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.