Formats and tools
- Unit Description
- Reconstruct the unit from the xml and display it as an HTML page.
- Assessment Tool
- an assessor resource that builds a framework for writing an assessment tool
- Assessment Template
- generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
- Assessment Matrix
- a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
- Wiki Markup
- mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
- Evidence Guide
- create an evidence guide for workplace assessment and RPL applicants
- Competency Mapping Template
- Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
- Observation Checklist
- create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)
- Self Assessment Survey
- A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
- Moodle Outcomes
- Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
- Registered Training Organisations
- Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSASIC305A, 'Provide Tier 2 personal advice in general insurance'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Provide Tier 2 personal advice in general insurance' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)
Elements and Performance Criteria
ELEMENT | PERFORMANCE CRITERIA |
1. Establish relationship with client | 1.1. A range of communication and interpersonal skills are used to the knowledge level of client 1.2. Enquiries are responded to by explaining the range of general insurance products and services available and their relevant fees and charging methodology 1.3. Client is informed of the role of the adviser and the licensee/principal responsible for the adviser's conduct 1.4. Client is informed of the procedures for complaints handling |
2. Identify client objectives and risk situation | 2.1. A range of communication and interpersonal skills are used to establish client objectives and goals 2.2. Appropriate risk assessment processes and tools are used to collect relevant personal, financial and business details |
3. Analyse client risk information | 3.1. All information from the risk assessment process is analysed 3.2. The need for specialist advice is sought if required to address issues that professional judgement indicates may require further consideration. 3.3. Clients are consulted throughout the analysis for further clarification where necessary |
4. Identify appropriate risk solution | 4.1. Available options are identified and assessed using information from risk analysis 4.2. Relevant product research is conducted 4.3. A statement of advice for presentation to the client is prepared 4.4. The client is referred to an appropriate adviser for higher level or specialist advice if required |
5. Present appropriate solutions to client | 5.1. Features of the statement of advice are explained to the client in a clear and unambiguous way 5.2. Impact of key aspects of the recommendations, including possible risks, are disclosed in a clear and concise manner to the client |
6. Negotiate effectively | 6.1. Concerns and/or issues the client has regarding the proposed insurance plan/policy/transaction are discussed and clarified 6.2. Confirmation is sought from client regarding their preferred insurance plan/policy/transaction |
7. Coordinate implementation of the agreed solution | 7.1. Agreement regarding the proposed insurance plan/policy/transaction is sought from the client including fees and costs 7.2. Timeframes for execution and processing are clearly explained to the client |
8. Complete and maintain necessary documentation | 8.1. Proposal and other documents are completed and, where appropriate, signed off by the client 8.2. Copies of appropriate documentation and the signed agreement are exchanged 8.3. Client records are created or updated |
9. Provide ongoing service where requested by client | 9.1. Type and form of ongoing service including review of insurance plan/policy/transaction is agreed with the client 9.2. Fees and costs for defined ongoing services are clearly explained and confirmation of understanding gained from the client 9.3. Ongoing service is provided as required |