Required skills

analytical evaluative and deductive reasoning skills relevant to identifying all aspects of a conveyancing transaction

communication skills to

determine and confirm client requirements using questioning and active listening as required

liaise with others share information listen and understand

use language and concepts appropriate to cultural differences

gathering recording and consolidating financial information

IT skills for accessing and using appropriate software such as spreadsheets and databases and using internet information

literacy skills to read and interpret documentation from a variety of sources

negotiating and interviewing skills

numeracy skills to accurately analyse record and store data in accordance with organisational requirements

organisational skills including the ability to plan and sequence work

problem solving skills to address conveyancing issue that may arise

research and analysis skills for accessing interpreting and managing complex information

Required knowledge

business principles and law applicable to conveyancing transactions

current definitions of conflict of interest within legislation and the industry

current legislative regulatory and industry practices procedures and services

insurance requirements relevant to a conveyancing transaction

policies procedures and business requirements of the practice

professional and industry terminology

relevant consumer protection requirements

relevant legislation and common law

relevant types of contract and other required documentation

types of transactions for personal business or real estate conveyancing

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

Evidence of the ability to

communicate effectively with a client and identify their needs

apply practices policy and procedures and relevant legislation to a client transaction

identify conflict of interest in a conveyancing transaction

accurately identify parties properties and other interests

determine terms of engagement and contingency strategies

accurately record client details and initiate a transaction

Context of and specific resources for assessment

Assessment must ensure

competency is demonstrated in the context of the work environment and conditions specified in the range statement either in a workplace or a closely simulated work environment

access to and use of a range of common office equipment technology software and consumables

suitable assessment records showing the establishment of a conveyancing client

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples in combination are appropriate for this unit

evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency

observing processes and procedures in workplaces or role plays

verbal or written questioning on underpinning knowledge and skills which may include formal examinations

evaluating samples of work

accessing and validating third party reports

Guidance information for assessment

Practice policy and procedures may include:

Documentation may include:

Transactions may include:

Instructions from a client may include:

Other professionals or third parties may include:

Instructions may be: