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?
Represent the financial services institution
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The role and purpose of the agency in providing services on behalf of the financial services institution is recognised and confirmed Completed |
Evidence:
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Knowledge of the relevant range of products and services is developed and maintained Completed |
Evidence:
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Documentation about the financial services institution and its products and services is effectively maintained to ensure its accessibility, accuracy, currency and quality Completed |
Evidence:
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Relevant contact people, hotline phone numbers and websites of the financial services institution are known and accessed to provide support and clarify service queries Completed |
Evidence:
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Identify customer financial service needs
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Timely and courteous responses are provided to customer requests within the limits of the agency authorisation to offer advice Completed |
Evidence:
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Requests for information, advice, products or services that fall outside the agency level of authorisation or knowledge are referred to the financial services institution for resolution Completed |
Evidence:
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Help and assistance is provided to customers to ensure the full and accurate completion of documentation or transaction forms Completed |
Evidence:
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Process customer transactions
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Information or forms provided by customers are checked for accuracy and completeness Completed |
Evidence:
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Transactions are completed in a timely and accurate manner using the protocols and processes of the financial services institution Completed |
Evidence:
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Accurate customer account and transaction details are maintained Completed |
Evidence:
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Accurate reconciliation of monies received with transaction records is conducted routinely Completed |
Evidence:
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Customer queries or complaints are responded to in a courteous and timely manner using the required protocols and processes Completed |
Evidence:
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Customer queries or complaints that are outside the agency's level of authorisation or knowledge are referred to the financial services institution for resolution Completed |
Evidence:
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