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?
Establish administrative actions needed to implement financial plan
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Financial plan is checked to verify that implementation actions are within the planner's skills, knowledge and authority Completed |
Evidence:
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Implementation actions are established which are consistent with client needs and specifications and prioritised with timings for each action established to maximise advantage to the client Completed |
Evidence:
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Implementation diaries and other appropriate records are established Completed |
Evidence:
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Undertake required actions for implementation of financial plan
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Implementation instructions are issued to internal and external personnel as per plan requirements Completed |
Evidence:
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Checks and follow up actions 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 and codes of practice Completed |
Evidence:
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Implementation actions are completed an documented Completed |
Evidence:
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Establish administrative actions needed to review financial plan
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Standard operating procedures are established for reviewing ongoing performance of the plan Completed |
Evidence:
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The quality of ongoing service meets organisation and regulatory requirements with any special arrangements agreed to with the client Completed |
Evidence:
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Review instructions are issued to internal and external personnel as per plan requirements Completed |
Evidence:
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Arrangements are made for checks and follow-up 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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