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 FNSBNK503A, 'Provide business advisory services within a financial services context'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Provide business advisory services within a financial services context' 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. Contribute to the identification of business opportunities | 1.1. Business relationships with community members and business developers are fostered over time 1.2. The attributes, service needs and wants of business customers are identified as a basis for tailoring communications and services 1.3. Support and advice is provided to the potential business operator or customer in evaluating potential business opportunities and support and advice is provided in identifying the market potential of the business opportunity 1.4. Support and advice is provided to the potential business operator or customer in identifying the financial, infrastructure and human resources required to realise the business opportunity |
2. Provide advice about the development of business plans and financing proposals | 2.1. The requirements and structure of a business plan are communicated to the customer 2.2. Advice is provided regarding the development of a comprehensive business plan and its implementation 2.3. Advice is provided regarding the development of a proposal for financing of the business initiative which meets the guidelines and requirements of the organisation 2.4. Advice is provided about the benefits of accessing other relevant business professionals to ensure the business venture has the appropriate structure and is compliant with relevant legislation |
3. Provide high level and tailored business banking solutions and service | 3.1. Potential or current usage patterns of the business are analysed and effective service and product options are identified 3.2. The business banking needs are ascertained and evaluated and products to manage the business cash flow identified, rates negotiated, modelled and sold 3.3. Products to support the financial transactions of the business are identified, modelled and sold 3.4. Products to support the borrowing needs of the business are identified, modelled and sold 3.5. Products to support the leasing needs of the business are identified, modelled and sold 3.6. Banking services that assist with the efficient management and statutory reporting of the business are identified and implemented 3.7. Service delivery to the business customer by other departments or units across the organisation are coordinated |