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 FNSASICN513, 'Provide 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 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 |
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 | 1.1Establish knowledge level, objectives, risk profile and goals of client 1.2 Explain range of products and services available according to client objectives and goals 1.3 Outline fees associated with applicable products and services and explain charging methodology and relevant tax implications 1.4 Inform client of role of adviser and licensee or principal responsible for adviser’s conduct 1.5 Inform client of complaints-handling procedures 1.6 Collect applicable personal, financial and business details using organisational risk-assessment processes and tools 1.7 Respond to client enquiries as required according to organisational policies and procedures |
2. Analyse client risk information and identify risk solutions | 2.1 Analyse information from risk assessment process according to organisational policies and procedures 2.2 Identify issues that may require further consideration and seek specialist advice to address risks as required 2.3 Identify and assess available options using information from risk analysis 2.4 Conduct product research according to objectives, goals and risk profile of client 2.5 Prepare statement of advice for presentation to client according to client objectives, goals and risk profile 2.6 Refer client to adviser for higher level or specialist advice as required |
3. Present and confirm solutions with client | 3.1 Explain features of statement of advice to client according to organisational policies and procedures, legislative and regulatory requirements 3.2 Discuss impacts and possible risks of solution with client and confirm understanding 3.3 Discuss and clarify any concerns and/or issues client has regarding proposed insurance plan, policy and/or transaction 3.4 Confirm client’s preferred plan, policy and/or transaction according to organisational policies and procedures |
4. Coordinate implementation of agreed solution | 4.1 Confirm client agreement with proposed insurance plan, policy and/or transaction, incorporating all associated fees and costs 4.2 Explain timeframes for execution and processing according to organisational policies and procedures 4.3 Confirm proposal and other documents are completed and signed off by client where required 4.4 Exchange signed agreement and copies of required documentation with client 4.5 Create and update client records according to organisational policies and procedures |
5. Provide arrangements for ongoing service, where requested by client | 5.1 Confirm type and form of ongoing service is agreed with client, including review of insurance plan, policy and/or transaction 5.2 Explain 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 |