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 the client's current situation and identify the issues
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An analysis of the integrity of information provided by the client is undertaken Completed |
Evidence:
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The client objectives and expectations are identified and quantified by the authorised representative and tested for viability Completed |
Evidence:
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The basis for strategy development is established Completed |
Evidence:
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Identify research requirements and parameters
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Aims and objectives of research including strategy and product and performance parameters are established against client requirements and expectations Completed |
Evidence:
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Intended use of the research information is clearly established Completed |
Evidence:
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A wide range of internal and external information resources are identified Completed |
Evidence:
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Information requirements not met by regular sources are identified and strategies developed to access them legitimately Completed |
Evidence:
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Timeframes are established and requests for information prioritised 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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Data extraction criteria are established that are relevant to intended use and client requirements and do not unduly limit the scope of research Completed |
Evidence:
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Trends are identified to provide meaningful information on performance of possible strategies, products and markets Completed |
Evidence:
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Comprehensive risk assessment is made of products identified through the research Completed |
Evidence:
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Strategies and financial products are analysed within appropriate timeframes to ensure currency of decision making Completed |
Evidence:
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Obtained information is prioritised according to client requirements and expectations Completed |
Evidence:
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Issues that require specialist research or advice are identified and appropriate advice sourced and obtained Completed |
Evidence:
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Summarise and present results of research
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Information on financial products is collated and checked against research specification Completed |
Evidence:
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Written performance, trend and risk analyses are prepared and checked against research specification Completed |
Evidence:
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Any qualifications or issues for further research are described and documented Completed |
Evidence:
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Research findings are presented to the financial planner Completed |
Evidence:
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