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 actions, timings and priorities needed to implement financial plan
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Implementation actions are established which are consistent with client needs and specifications Completed |
Evidence:
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Individual implementation actions including timing and priorities designed to maximise advantage to the client are established Completed |
Evidence:
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Implementation actions are clearly identified and written agreement to actions from the client is obtained Completed |
Evidence:
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Implementation diaries and other appropriate records are established and entered Completed |
Evidence:
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Establish procedures for implementation of financial plan
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Personnel to implement each action in the plan are identified and briefed Completed |
Evidence:
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Internal and external documentation requirements are identified and followed and audit trails are established Completed |
Evidence:
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Monitoring procedures are established for critical timings and priorities Completed |
Evidence:
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Undertake and/or supervise implementation of financial plan actions
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Authorised representative ensures client has information on actions they must undertake and assistance is provided where needed Completed |
Evidence:
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Authorised representative ensures instructions are issued to internal and external personnel as per plan requirements Completed |
Evidence:
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Checks and follow-ups are made on lodgement of documentation to ensure plan timings are met Completed |
Evidence:
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Authorised representative ensures 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 addressed promptly and effectively Completed |
Evidence:
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