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?
Interpret fund or plan details
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Fund or plan is established according to the instructions provided and the trust deed and relevant regulations Completed |
Evidence:
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Information on new fund or plan is clarified as required to ensure details are consistent with client requirements Completed |
Evidence:
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Obtain specialist advice as appropriate
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Advice is obtained promptly to ensure comprehensive technical information is available as required Completed |
Evidence:
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Establish systems and administrative procedures to meet requirements
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System and administrative procedures are designed, tested and implemented to achieve specified performance targets effectively, reliability and within capacity Completed |
Evidence:
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Appropriate systems, procedures, policies or operating guidelines are comprehensively documented Completed |
Evidence:
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Responsibility for ongoing administration is assigned to appropriate personnel Completed |
Evidence:
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Create client records
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New client data is established in required format, according to organisation procedures and within required timeframes Completed |
Evidence:
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System data is validated against original regularly to ensure accuracy Completed |
Evidence:
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Update plan design
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Fund documents and/or trust deeds are amended in line with updated design specifications in compliance with relevant legislation and client requirements Completed |
Evidence:
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Systems processes are updated and regularly validated to reflect changes in benefits, preserved amounts or other government changes Completed |
Evidence:
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Procedures, policies or operating guidelines are updated in an accurate and timely manner Completed |
Evidence:
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Changes are promptly communicated to members Completed |
Evidence:
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