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?
Discuss and confirm with client arrangements for ongoing service
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Prepare ongoing service options for presentation to client and recommend most appropriate option Completed |
Evidence:
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Ensure prepared options include provision for best practice in ongoing service delivery in terms of frequency of contact, quality and thoroughness of assessment against performance targets in financial plan Completed |
Evidence:
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Clearly define and agree on areas and targets to be reviewed and allocation of responsibilities Completed |
Evidence:
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Agree on ongoing standard of service with client, including quality parameters, reporting frequency and arrangements for reviews and client initiated changes Completed |
Evidence:
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Explain and confirm fees and charges for ongoing service with client, including costs of service needs outside requirements of agreement Completed |
Evidence:
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Ensure agreement for ongoing service is signed by client Completed |
Evidence:
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Establish procedures for providing ongoing service
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Identify and brief personnel to implement each action in ongoing service arrangements Completed |
Evidence:
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Identify and follow internal and external documentation requirements Completed |
Evidence:
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Diarise key revision dates and establish client contact arrangements Completed |
Evidence:
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Develop procedures for client to request unscheduled reviews Completed |
Evidence:
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Establish monitoring procedures for critical timings and priorities Completed |
Evidence:
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Undertake and/or supervise monitoring of financial plan
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Establish arrangements for monitoring ongoing performance of financial plan Completed |
Evidence:
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Monitor quality of ongoing client service Completed |
Evidence:
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Ensure representative provides quality ongoing service that meets industry best practice, and organisational and regulatory requirements Completed |
Evidence:
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Ensure representative issues instructions to internal and external personnel as per plan requirements Completed |
Evidence:
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Check and follow up lodgement of documentation to ensure plan timings are met Completed |
Evidence:
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Ensure representative obtains fees and charges, and processes according to organisational and legislative requirements Completed |
Evidence:
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Establish clear arrangements for client to contact representative at any time with concerns and queries Completed |
Evidence:
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Establish long-term professional relationship with client
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Ensure regular communication arrangements between representative and client, and include scheduled meetings Completed |
Evidence:
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Monitor client satisfaction against performance indicators of the practice Completed |
Evidence:
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