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?
Establish client relationship and record client details
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Establish nature of client enquiry using suitable communication methods Completed |
Evidence:
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Access client records or record new client details in organisational system Completed |
Evidence:
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Explain to client role of organisation, and role and limits of authority of the representative Completed |
Evidence:
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Identify clients with special needs and take necessary action or refer to appropriate advice channel where required Completed |
Evidence:
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Provide client with general information about income stream options
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Explain income stream products to client and the main differences and availability of account-based and non-account based income streams Completed |
Evidence:
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Outline the general processes behind setting up an income stream product to client Completed |
Evidence:
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Communicate process to move from accumulation phase to pension drawdown phase to client Completed |
Evidence:
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Explain basic investment concepts to client Completed |
Evidence:
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Identify the impact of a client’s investment choices on their account-based income stream Completed |
Evidence:
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Provide client with options and refer to applicable specialist if they request personal advice Completed |
Evidence:
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Explain retirement income stream products and options to client
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Provide information, organisational materials and guidance relating to retirement income products offered by the organisation Completed |
Evidence:
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Inform the client of ancillary benefits, facilities and options available when taking out an income stream product Completed |
Evidence:
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Explain fees and charges associated with the organisation’s income stream products to client Completed |
Evidence:
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Identify risk and benefits of income stream products available from the organisation and explain to client Completed |
Evidence:
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Discuss procedures for complaint handling and resolution with client Completed |
Evidence:
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Assist with client product enquiries
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Provide assistance with enquiries relating to retirement income stream products according to legislative and regulatory requirements Completed |
Evidence:
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Provide assistance with enquiries relating to requests for membership changes if purchasing an income stream from the client’s existing superannuation fund Completed |
Evidence:
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Access applicable sources of information to respond accurately to client enquiries Completed |
Evidence:
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Explain calculation process of pension payments with consideration given to social security, Centrelink and Department of Veterans’ Affairs (DVA) benefits Completed |
Evidence:
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Provide information to clients who receive reversionary pensions and explain how nominations are made by the client Completed |
Evidence:
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Check client understanding of information provided according to organisational policies and procedures and in compliance with legislative requirements Completed |
Evidence:
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Provide follow-up services relating to client enquiries, as required and according to organisational policies and procedures Completed |
Evidence:
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