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?
Organise implementation actions
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Special or complex features of the client's situation are reviewed for implementation implications including high asset, income or expenditure requirements, complex taxation, the complex nature of the securities to be taken, forms of security to be taken for complex transactions and other legal or complex issues Completed |
Evidence:
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Implementation actions are prioritised, timing for each action is planned, and activities are confirmed to be consistent with client needs and specifications Completed |
Evidence:
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Implementation actions required by the client are clearly explained, written agreement to actions is obtained, and implementation records are established Completed |
Evidence:
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Implementation actions including timing and priority are carried out to maximum advantage for the client Completed |
Evidence:
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Establish appropriate procedures for implementation
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Personnel to implement each action for the loan structure are identified and briefed and internal and external documentation requirements completed Completed |
Evidence:
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Implementation actions that depend on, or involve actions by, other professional such as accountants and lawyers are coordinated with these professionals Completed |
Evidence:
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Monitoring procedures are established for critical implementation timing and priorities Completed |
Evidence:
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Undertake and/or supervise implementation
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Client is briefed on actions to be undertaken and assistance is provided where needed Completed |
Evidence:
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Instructions are issued to internal and external personnel as per loan structure Completed |
Evidence:
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Consultation and monitoring is maintained with other professionals where joint implementation action is required and checks and follow-ups are made on lodgement of documentation to ensure plan timings are met Completed |
Evidence:
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Fees and charges are obtained and processed according to organisation and legislative requirements Completed |
Evidence:
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Client is debriefed and any concerns are addressed Completed |
Evidence:
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