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?
Identify the nature of the enquiry
|
|
Rapport with the customer and the reason for the enquiry are established to allow a suitable response Completed |
Evidence:
|
Needs of the customer are determined by questioning Completed |
Evidence:
|
Check is carried out to see whether the enquiry is within personal authorities or should be referred to appropriate personnel Completed |
Evidence:
|
Determine the suitability of the customer for the financial product or service
|
|
Products and/or services that might satisfy the customer's needs are identified Completed |
Evidence:
|
All information required to determine the eligibility of the customer for the product or service is obtained with predetermined risk assessment criteria applied in accordance with product or service requirements Completed |
Evidence:
|
Business proposal is prepared in compliance with legislation, regulations and codes of practice and personal authorities and if the business proposal is outside the defined guidelines, it is referred to appropriate personnel for further action Completed |
Evidence:
|
Provide customer with information about the product or service
|
|
Business proposal is presented to the customer and all product information is supplied Completed |
Evidence:
|
Customer queries are discussed and proposal clarified if required with follow-up arrangements made Completed |
Evidence:
|
Confirm sale and process documentation
|
|
Suitability of product and price are confirmed with the customer and agreement to proceed with the sale is obtained Completed |
Evidence:
|
Documentation is issued in accordance with organisation policy and procedures Completed |
Evidence:
|
Payment details are processed without delay and record systems updated promptly and accurately Completed |
Evidence:
|