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 relationship with client
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Most appropriate method of communication is used to establish the nature of client enquiry Completed |
Evidence:
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Client records are accessed as required Completed |
Evidence:
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Client is informed of the role of the organisation Completed |
Evidence:
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Relationship of the superannuation organisation to other financial services is explained to the client Completed |
Evidence:
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The role and limits of authority of the representative are explained to the client Completed |
Evidence:
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Clients with special needs are identified and appropriate action taken or referral made Completed |
Evidence:
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Client confidentiality is maintained Completed |
Evidence:
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Inform client of the superannuation process
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Government regulations and requirements for superannuation are explained to the client Completed |
Evidence:
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Processes and options for fund administration are explained to the client Completed |
Evidence:
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The features and benefits of different types of funds are explained to the client Completed |
Evidence:
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Explain superannuation products and options offered by the organisation or a specific fund
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Features, benefits and implications of products offered by the organisation or a specific fund offered by that organisation are explained to the client Completed |
Evidence:
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Ancillary benefits and facilities and options available in the organisation or a specific fund offered by that organisation are explained to the client Completed |
Evidence:
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Fees and charges associated with the organisation's funds/products are explained to the client Completed |
Evidence:
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Procedures for complaint handling and resolution are explained to the client Completed |
Evidence:
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Assist with complex enquiries
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Procedure for and implications of membership changes are explained to the client Completed |
Evidence:
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Conditions associated with fund investment options and ancillary benefits and facilities of funds are explained to the client Completed |
Evidence:
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Client understanding of conditions and procedures is checked Completed |
Evidence:
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Client requests for membership changes are implemented Completed |
Evidence:
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Identify areas of advice outside of authority area
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Limits of authority to provide information to client are identified using organisation guidelines Completed |
Evidence:
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Clients requiring advice outside of authority area are identified Completed |
Evidence:
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Organisation specialist services resources and/or contacts are identified Completed |
Evidence:
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Clients are advised to seek specialist services advice to assist with planning related enquiries and decisions Completed |
Evidence:
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Provide and/or record necessary documentation where required
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Client is provided with organisation information materials according to their information needs Completed |
Evidence:
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Other organisation information resources are used to provide product and/or service and/or referral related information to the client if required Completed |
Evidence:
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Client records are created and/or updated where necessary Completed |
Evidence:
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Client documentation, information and histories are filed in a format and location readily accessible to other appropriate personnel Completed |
Evidence:
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