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?
Assist customers to identify financial goals and priorities
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Gain understanding of customers’ financial situation through discussion and interviews with customers Completed |
Evidence:
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Assist customers to identify short-term, medium-term and long-term financial goals that are specific, realistic and achievable Completed |
Evidence:
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Identify and confirm financial priorities with customers, taking into consideration all aspects of financial situation Completed |
Evidence:
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Discuss purposes of developing and implementing a personal budget
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Discuss budgeting as a way to plan for payment of regular and irregular expenses with customers Completed |
Evidence:
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Discuss purpose of budgeting, and behaviours and skills required to implement and monitor budget, with customers Completed |
Evidence:
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Assist customers to develop budget
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Assist customers to identify and list all income and expenditure for relevant period of time Completed |
Evidence:
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Establish and project regular and irregular items of expenditure over future period, and identify and discuss surplus or deficit financial situation with customers Completed |
Evidence:
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Encourage customers to allocate surplus funds towards meeting identified financial goals Completed |
Evidence:
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Provide ongoing assistance to customers
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Provide budgeting tools to customers to assist in developing own personal budgets for monthly and annual periods Completed |
Evidence:
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Provide strategies and tips for implementing and managing personal budgets and finances to customers according to their needs Completed |
Evidence:
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Encourage ongoing review of budgets by customers to ensure they remain relevant or are updated if necessary Completed |
Evidence:
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