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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. Clarify purpose of report
   • Clarify required purpose of report and intended audience
   • Determine scope of report and time allowed for research and production
   • Identify organisational requirements for format and style of report
2. Collect information for report
   • Identify sources of information and establish strategies for obtaining information
   • Gather information from range of sources using appropriate techniques
   • Maintain accurate records of information and sources
3. Analyse research findings
   • Analyse and interpret researched information
   • Check accuracy and completeness of information
   • Identify key issues for further research and discussion
   • Develop conclusions and recommendations
4. Prepare reports of research findings
   • Organise information on which recommendations are based in appropriate format that is consistent with organisational requirements
   • Prepare draft report for discussion and review with appropriate personnel
   • Edit draft in response to feedback and present to appropriate personnel for final sign off where required
   • Complete formal presentation of report, where required, using appropriate methods and equipment

Performance Evidence

Evidence of the ability to:

use organisational tools and a range of appropriate methodologies to collect and analyse information that meets the required criteria

apply organisational skills to prepare a timely report

use communication skills to present information in in a clear and logical format to suit the intended audience.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

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Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

identify the requirements of company policy and procedures for data collection, report writing and presentation to clients

provide an evaluation of the data collection, processing and analysis methods applicable in preparing insurance reports

describe the evaluation and choice of suitable presentation principles and approaches

outline the application of conventions for report writing

explain the responsibility of the adviser to address legal and code of practice requirements relating to information collection and presenting information on insurance products and services

outline the analysis of company products and services undertaken to support recommendations.

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