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?
Evaluate client’s current situation and identify issues
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Undertake analysis of integrity of information provided by client Completed |
Evidence:
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Ensure client objectives and expectations are identified, quantified and tested for viability by authorised representative Completed |
Evidence:
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Establish basis for strategy development Completed |
Evidence:
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Identify research requirements and parameters
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Establish aims and objectives of research, including strategy and product and performance parameters against client requirements and expectations Completed |
Evidence:
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Clearly establish intended use of research information Completed |
Evidence:
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Identify wide range of internal and external information resources Completed |
Evidence:
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Identify information requirements not met by regular sources and develop strategies to access them legitimately Completed |
Evidence:
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Establish timeframes and prioritise requests for information to ensure timelines are met Completed |
Evidence:
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Extract and analyse information according to research requirements and parameters
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Establish data extraction criteria that are relevant to intended use and client requirements, and do not unduly limit scope of research Completed |
Evidence:
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Identify trends to provide meaningful information on performance of possible strategies, products and markets Completed |
Evidence:
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Undertake comprehensive risk assessment of products identified through research Completed |
Evidence:
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Analyse strategies and financial products within appropriate timeframes to ensure currency of decision making Completed |
Evidence:
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Prioritise information obtained according to client requirements and expectations Completed |
Evidence:
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Identify issues that require specialist research or advice, and source and obtain appropriate advice Completed |
Evidence:
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Summarise and present results of research
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Collate information on financial products and check against research specification Completed |
Evidence:
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Prepare written performance, trend and risk analyses and check against research specification Completed |
Evidence:
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Describe and document any qualifications or issues for further research Completed |
Evidence:
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Present research findings to financial planner Completed |
Evidence:
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Evaluate client’s current situation and identify issues
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Undertake analysis of integrity of information provided by client Completed |
Evidence:
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Ensure client objectives and expectations are identified, quantified and tested for viability by authorised representative Completed |
Evidence:
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Establish basis for strategy development Completed |
Evidence:
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