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?
Create rapport with prospective client
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Prospecting is carried out and a general introduction to products, services, organisational values and experience is disclosed to potential client through a range of communication methods Completed |
Evidence:
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Appropriate questioning and listening skills are applied to determine prospective client's understanding of financial processes Completed |
Evidence:
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Prospective client is informed of the role of advisers and the organisation Completed |
Evidence:
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Identify the prospective client's needs
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Prospective client is encouraged to express their needs and goals Completed |
Evidence:
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Prospective client questions and concerns are identified and responded to appropriately, in a clear and unambiguous way and in a manner consistent with prospect's level of financial understanding Completed |
Evidence:
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Secure commitment
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Reasons for resistance are probed and identified and addressed in an appropriate manner through a strategy to manage the resistance Completed |
Evidence:
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A range of communication and interpersonal skills are used to gather prospect's personal, financial and business details in accordance with relevant legislation and the next steps that will occur are mapped out Completed |
Evidence:
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Manage prospective client information
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Prospect information is recorded in an appropriate way and additional product and service research is conducted to determine possible appropriate products and services to meet potential client needs if necessary Completed |
Evidence:
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Initial range of options is considered and prepared for next contact Completed |
Evidence:
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