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?
Collect information to prepare a personal financial plan.
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Identify the benefits of personal financial planning. Completed |
Evidence:
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Identify providers of financial advice. Completed |
Evidence:
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Analyse and compare the services provided by key providers. Completed |
Evidence:
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Identify and assess sources of information on major investment options. Completed |
Evidence:
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Identify and access sources of information on the different forms of insurance available. Completed |
Evidence:
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Identify and access sources of information on the different forms of superannuation available. Completed |
Evidence:
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Check and clarify any conflicting information with relevant sources. Completed |
Evidence:
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Prepare a personal financial plan.
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Identify own personal financial planning needs and aims in consultation with appropriate personnel. Completed |
Evidence:
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Select a financial adviser according to identified needs and criteria. Completed |
Evidence:
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Select appropriate investment options according to identified needs and criteria. Completed |
Evidence:
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Prepare the financial plan in consultation with a financial advisor. Completed |
Evidence:
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Adjust the financial plan in response to changing financial circumstances in consultation with financial advisor. Completed |
Evidence:
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