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?
Educate clients and build rapport
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Explain the finance and mortgage broking process to clients in a clear and unambiguous way, and clarify the background, credentials and role of the broker to build rapport Completed |
Evidence:
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Present the services, values and capacity of the organisation to clients and confirm client understanding of fees and charges Completed |
Evidence:
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Identify and confirm procedures for complaints handling and resolution with clients Completed |
Evidence:
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Determine clients’ existing financial situation
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Ask clients to disclose relevant facts to begin determining their personal and financial situation and establish clients’ current income, expenditure and liabilities Completed |
Evidence:
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Determine current investment and assets position of clients and conduct initial analysis of clients’ financial position based on extent of client disclosure Completed |
Evidence:
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Determine client goals and priorities with respect to broking services
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Ask clients to clarify their product expectations Completed |
Evidence:
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Comprehensively explore differences in what products provide and what clients expect, and respond to client concerns, if any, promptly and appropriately Completed |
Evidence:
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Establish and confirm client priorities Completed |
Evidence:
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Seek specialist advice where necessary or refer clients to appropriate sources where required advice or services cannot be provided Completed |
Evidence:
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Prepare necessary documentation follow up
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Document and check all relevant client facts, information, financial and personal histories and manage confidentially in accordance with organisational policy and guidelines, and relevant legislation and industry codes of practice Completed |
Evidence:
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Create or update client records where necessary in a clear and concise format, and file securely in a format and location readily accessible to other appropriate advisers Completed |
Evidence:
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Determine clients’ existing financial situation
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Ask clients to disclose relevant facts to begin determining their personal and financial situation and establish clients’ current income, expenditure and liabilities Completed |
Evidence:
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Determine current investment and assets position of clients and conduct initial analysis of clients’ financial position based on extent of client disclosure Completed |
Evidence:
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