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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Determine appropriate strategy to provide for identified needs and outcomes based on analysis of first home saver account deposit product risk profile and assessment of client information Completed |
Evidence:
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Conduct relevant research, analysis and product modelling, and draft appropriate transaction for presentation to client that demonstrates understanding of ASIC identified generic and specialist knowledge relevant to products being offered Completed |
Evidence:
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Present appropriate strategies and solutions to client
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Explain and discuss proposed transaction with client in clear and unambiguous way, demonstrating product knowledge appropriate for service or product offered Completed |
Evidence:
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Explain and emphasise relevant details, terms and conditions of first home saver account deposit product or service, including impacts and possible risks of proposed solution in clear and concise manner Completed |
Evidence:
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Provide client with written supporting documentation and guide client through key aspects of documentation Completed |
Evidence:
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Negotiate financial transaction with client
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Discuss and clarify any concerns or issues client has regarding proposed transaction Completed |
Evidence:
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Seek confirmation that client fully understands proposed transaction Completed |
Evidence:
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Coordinate implementation of agreed transaction
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Gain client’s formal agreement to proposed transaction Completed |
Evidence:
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Clearly explain associated fees, cost structures and timeframes for execution and processing, and confirm client understands these details Completed |
Evidence:
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Complete and maintain necessary documentation
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Ensure that proposal and all other statutory and transactional documents are completed and signed off by client Completed |
Evidence:
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Exchange signed agreement and copies of appropriate documentation Completed |
Evidence:
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Provide ongoing service where requested by client
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Agree with client about type and form of ongoing service, including reporting on performance and review of first home saver account deposit product Completed |
Evidence:
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Clearly explain and confirm fees and costs for ongoing and specifically defined services, and confirm client understands these details Completed |
Evidence:
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Ensure ongoing service is provided as required Completed |
Evidence:
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