The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Develop appropriate strategies and solutions
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An appropriate strategy to provide for identified needs and outcomes is determined from analysis of products, client risk profile and assessment of their needs Completed |
Evidence:
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Relevant research, analysis and product modelling is conducted and an appropriate solution, plan, policy or transaction is drafted for presentation to the client demonstrating understanding of the ASIC identified generic and specialist knowledge relevant to the products being offered Completed |
Evidence:
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Present appropriate strategies and solutions to client
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The proposed transaction is explained and discussed with the client in a clear and unambiguous way demonstrating product knowledge appropriate for the service or product offered Completed |
Evidence:
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Relevant details, terms and conditions of product or service are reinforced to client with impacts and possible risks of the solution disclosed in a clear and concise manner Completed |
Evidence:
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Client is provided with written supporting documentation and guided through the key aspects of the documentation Completed |
Evidence:
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Negotiate financial plan, policy or transaction with client
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Concerns or issues the client has regarding the proposed plan, policy or transaction are discussed and clarified Completed |
Evidence:
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Confirmation is sought from client that they understand the proposed plan, policy or transaction Completed |
Evidence:
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Coordinate implementation of agreed plan, policy or transaction
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The client's formal agreement to the proposed plan, policy or transaction is gained Completed |
Evidence:
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Associated fee and cost structures and timeframes for execution and processing are clearly explained and confirmation of understanding gained from the client Completed |
Evidence:
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Complete and maintain necessary documentation
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Proposal and all other statutory and transactional documents are completed and signed off by the client Completed |
Evidence:
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Copies of appropriate documentation and the signed agreement are exchanged Completed |
Evidence:
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Provide ongoing service where requested by client
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Type and form of ongoing service including reporting on performance and review of plan, policy or transaction is agreed with the client Completed |
Evidence:
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Fees and costs for ongoing and specifically defined service are clearly explained and confirmation of understanding gained from the client Completed |
Evidence:
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Ongoing service is provided as required Completed |
Evidence:
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