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 arrangements for ongoing service
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Confirm with authorised representative that financial targets to be reviewed and allocation of responsibilities have been defined and agreed with client Completed |
Evidence:
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Confirm with authorised representative client agreement on provision of ongoing service Completed |
Evidence:
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Identify and document fees and charges for ongoing service according to organisational policies and procedures Completed |
Evidence:
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Obtain signed client agreement for ongoing service from authorised representative Completed |
Evidence:
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Establish arrangements for client contact regarding concerns and queries Completed |
Evidence:
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Establish procedures for providing ongoing service
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Identify and brief required personnel to implement actions in agreed ongoing service arrangements Completed |
Evidence:
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Identify and follow internal and external documentation requirements according to organisational procedures and protocols Completed |
Evidence:
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Record key revision dates for financial targets and confirm client contact arrangements with authorised representative Completed |
Evidence:
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Develop procedures for unscheduled review requests by client Completed |
Evidence:
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Establish procedures to monitor critical timings and priorities Completed |
Evidence:
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Monitor or supervise monitoring of financial plan
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Establish arrangements for monitoring ongoing performance of financial plan and its compliance with regulatory and organisational requirements Completed |
Evidence:
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Implement procedures for monitoring quality of ongoing client service Completed |
Evidence:
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Confirm that authorised representative issues instructions to internal and external personnel as per plan requirements Completed |
Evidence:
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Check and follow up lodgement of required documentation to ensure plan timings are met Completed |
Evidence:
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Confirm authorised representative obtains and processes fees and charges according to legislative, taxation and organisational requirements Completed |
Evidence:
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Monitor client satisfaction against performance indicators of the practice Completed |
Evidence:
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