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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

1. Identify finance/leasing options and documentation
   • Finance/leasing option is identified to meet specific needs of customer, including affordability and payment structure
   • A finance/leasing provider is identified
2. Apply finance/leasing documentation
   • Contracts and finance/leasing documents are completed and agreed/signed by customer
   • Legal requirements are identified and observed
3. Identify insurance policies and documentation
   • Type of insurance policy for customer is identified taking into account customer's requirements and insurance document and vehicle type and age
   • Insurance provider is chosen according to policy price, customer requirements and enterprise policies and procedures
4. Apply insurance documentation
   • Insurance contract/policy documentation is completed and agreed/signed by customer
   • Legal requirements are identified and observed

Required Skills

Required skills

collect organise and understand information related to information from different insurance providers is collated communicate ideas and information presented to the customer plan and organise activities to obtain information for customers work with others and in a team by consulting experienced specialised staff use mathematical ideas and techniques to ensure variations in cover and cost are presented to the customer establish diagnostic processes for recommendations made on information supplied by the customer use workplace technology related to business technology to document insurance and finance information

Required knowledge

Knowledge of industry documents and how to maintain them various types of financelease agreements written communication oral communication skills various types of insurance policies legal requirements

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit	It is essential that competence is fully observed and there is ability to transfer competence to changing circumstances and to respond to unusual situations in the critical aspects of correctly identifies and satisfies customer finance leasing and insurance requirements and completing documentation interpreting and conveying workplace information maintenance of workplace documents
Context of and specific resources for assessment	The underpinning knowledge and skills may be assessed on or off the job The assessment of practical skills must take place only after a period of supervised practice and repetitive experience If workplace conditions are not available assessment in simulated workplace conditions is acceptable The prescribed outcome must be achieved without direct supervision The following should be made available a workplace or simulated workplace finance and leasing agreements insurance policies documents and stationery computer calculator and general office equipment a qualified workplace assessor
Method of assessment	Practical assessments maintain industry documents convey information both orally and in writing access interpret and apply financelease agreements access interpret and apply insurance policies complete financeleasing and insurance documentation
Guidance information for assessment

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Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Methods	Methods include: determining customer leasing/finance and/or insurance requirements and undertaking documentation procedures written, oral, fax or email
Information/documents	Information/documents may include: enterprise operating procedures product manufacturer/component supplier specifications customer requirements industry/workplace codes of practice
Occupational health and safety (OHS) practices	OHS practices must abode by: state/territory OHS legislation award provisions

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