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?
Access the information needed to determine the fit between the financial product and the customer
|
|
Information on customer profile and requirements, characteristics, financial status, timelines and other needs are gathered and assessed Completed |
Evidence:
|
Most appropriate products and services used or provided by the organisation are considered and, if necessary, researched based on customer stated requirements in terms of features, benefits, terms and conditions, and other factors Completed |
Evidence:
|
Determine most suitable options to meet customer requirements
|
|
The most suitable option, or a number of options, are determined for discussion and recommendation with customer Completed |
Evidence:
|
Customer negotiation periods are established and documented in line with organisation policy and relevant legislation Completed |
Evidence:
|
Options are discussed with manager or other appropriate personnel, if necessary Completed |
Evidence:
|
Present the selected options to customer
|
|
Options are presented to the customer and all features, benefits, negotiation periods and terms and conditions are explained Completed |
Evidence:
|
Customer is given further information if requested and all questions are answered Completed |
Evidence:
|
Customer is provided with all the support needed to clarify the information presented Completed |
Evidence:
|
If relevant, additional information is taken to see whether there are other needs that could be met by the organisation Completed |
Evidence:
|