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 FNSASICM513, 'Provide general advice in life insurance'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Provide general advice in life 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 |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Establish relationship with client and identify objectives, financial situation | 1.1 Establish client’s knowledge level, objectives, financial and business details 1.2 Identify client’s expectations of cash flow and relevant taxation obligations 1.3 Explain range of products and services available according to client objectives and financial situation 1.4 Outline fees associated with applicable products and services and explain charging methodology 1.5 Inform client of role of adviser and licensee or principal responsible for adviser’s conduct 1.6 Inform client of complaints-handling procedures |
2. Analyse client’s objectives, needs, financial situation and risk profile | 2.1 Assess client needs using information gathered and taking into account client’s product or service expectations and specific needs 2.2 Consult client throughout analysis and seek further clarification where necessary 2.3 Analyse need for specialist advice and refer client to appropriate adviser for higher level or specialist advice as required 2.4 Assess and agree on product risk profile of client 2.5 Apply ASIC generic and specialist knowledge applicable to products or services being offered |
3. Develop and present strategies and solutions appropriate to client | 3.1 Determine appropriate strategy to provide for identified needs and outcomes 3.2 Complete required research, analysis and product modelling according to organisational policies and procedures 3.3 Draft product or service solution for presentation to client that meets client needs and outcomes according to organisational policies and procedures 3.4 Explain and discuss proposed products or services with client according to organisational policies and procedures, legislative and regulatory requirements 3.5 Explain required details, terms and conditions of products or services to client and confirm client understanding 3.6 Disclose impacts and possible risks of products or services to client and confirm client understanding 3.7 Provide client with written supporting documentation following organisational procedures, and guide client through key aspects of documentation 3.8 Discuss and clarify any concerns and issues client has regarding proposed products or services 3.9 Seek client’s preferred products or services and confirm client’s preference |
4. Coordinate implementation of agreed products or services | 4.1 Seek formal agreement from client for proposed plan, policy or transaction 4.2 Explain associated fee and cost structures, and confirm client understands all details 4.3 Explain timeframes for execution and processing to client and confirm client understanding 4.4 Confirm that proposal and other documents are completed and signed off by client as required 4.5 Confirm that signed agreement and copies of appropriate documentation are exchanged |
5. Provide arrangements for ongoing service, where requested by client | 5.1 Confirm that type and form of ongoing service, including review of products or services, is agreed with client 5.2 Explain and confirm fees and costs for ongoing and specifically defined service, and confirm client understands all details 5.3 Implement procedures for agreed ongoing service according to organisational policies and procedures |