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 customer to identify financial goals and priorities
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An understanding of the customer's financial situation is gained through discussion and interview of the customer Completed |
Evidence:
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Customer is assisted to identify short, medium and long term financial goals that are specific, realistic and achievable Completed |
Evidence:
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Financial priorities are identified and agreed upon with the customer and take into consideration all aspects of the financial situation Completed |
Evidence:
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Discuss the purposes of developing and implementing a personal budget
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Budgeting as a means to planning for the payment of regular and irregular expenses is discussed with the customer Completed |
Evidence:
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Budgeting as a savings and behaviours and skills required to implement and monitor the budget are discussed with the customer Completed |
Evidence:
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Assist customer to develop a budget
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Customer is assisted to identify and list all income and expenditure for a relevant period of time Completed |
Evidence:
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Regular and irregular items of expenditure are established and projected over a future period with a surplus or deficit financial situation identified and discussed with the customer Completed |
Evidence:
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Allocation of surplus funds towards meeting identified financial goals is encouraged to the customer Completed |
Evidence:
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Provide ongoing assistance to customer
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Budgeting tools are provided to the customer to assist in developing own personal budget for monthly and annual periods Completed |
Evidence:
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Strategies and tips for implementing and managing personal budget and finances are provided to the customer according to their needs Completed |
Evidence:
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Ongoing review of the budget by the customer is encouraged to ensure it remains relevant or is updated if necessary Completed |
Evidence:
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