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?
Gather relevant information
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Lender products, services and features are reviewed and additional industry information researched, where necessary, for lender products and services that are relevant, could impact or provide additional benefits to clients Completed |
Evidence:
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Clients needs are acknowledged and compared to most appropriate lender product and service Completed |
Evidence:
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Prepare appropriate options
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Relevant lender information, product information, and support material are gathered and developedin a clear and concise format for the client Completed |
Evidence:
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All information is organised clearly and concisely in a manner appropriate to the client's needs and level of understanding Completed |
Evidence:
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Present options to client
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Recommended product and its features is explained to client in a clear and unambiguous way with the impact of recommendations clearly and comprehensively discussed with the client including strengths, weaknesses, benefits and risks Completed |
Evidence:
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Fees, charges and commissions are clearly explained to client Completed |
Evidence:
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Strategic and commercial relationship of the representative and their organisation to recommended products is communicated to the client Completed |
Evidence:
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Negotiate effectively
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Client concerns, if any, are identified and responded to appropriately and alternatives to recommendations presented when requested Completed |
Evidence:
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Client is encouraged to make informed choices using the relevant information and documentation presented Completed |
Evidence:
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Obtain agreement to proceed
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Agreement to proceed is obtained from client once concerns and issues are worked through and implementation actions discussed, clarified and agreed between client and broker Completed |
Evidence:
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Client records are created or updated appropriately and in a clear and concise format in anticipation for preparation of the loan application Completed |
Evidence:
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