Read and interpret a legal document and provide advice

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 FNSCNV502A, 'Read and interpret a legal document and provide advice'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Read and interpret a legal document and provide advice' 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. Define nature of the document

1.1. The legal nature of the document is defined

1.2. The function and significance of the document in the conveyancing transaction is identified

2. Identify relevant legal principles

2.1. Statutory and general law principles governing the document and its function in the conveyancing transaction are identified

2.2. Rules governing construction and interpretation of contracts and other legal documents are identified

2.3. Rules for use of precedents, standard form contracts, and statutory forms are identified

2.4. Appropriate legal research is carried out, as required

3. Identify interests of client

3.1. Legal interests of the client in relation to the subject matter of the document are identified

3.2. Terms essential to protect the client's interests are identified

3.3. Non-legal interests and other needs of the client in relation to the subject matter of the document are identified

4. Check document for accuracy

4.1. Parties, property, information and factual details are checked for accuracy and relevance

4.2. Annexures to the document are checked for accuracy and relevance

4.3. Where the document or an annexure is required to comply with a procedural or formal requirement, the document or annexure is checked for compliance

4.4. Where the document or an annexure comprises a statutory or prescribed form, it is checked for compliance with statutory and practice requirements

4.5. Information to be obtained from or provided to third parties or other professionals in relation to the document is identified

5. Examine document

5.1. Applying relevant legal principles, the terms of the document are examined closely

5.2. Key terms are interpreted and analysed

5.3. Rights, responsibilities and liabilities of all parties, expressed or implied in the document, are identified and assessed

5.4. Any lack of conformity with client's initial instructions is identified

5.5. Any gaps, lack of certainty or ambiguity in language is identified

5.6. Any non-compliance with legal principles within the document is identified

6. Evaluate issues

6.1. Legal issues and risks to the client arising from the document are identified

6.2. Non-legal issues and risks to the client are identified

6.3. Extent to which the document does or does not protect the interests of the client is identified

6.4. Key terms or points for negotiation with third parties or other professionals are identified

7. Advise client

7.1. Rights, responsibilities and liabilities of all parties are summarised and clearly communicated to the client

7.2. Client's specific rights, responsibilities and liabilities are stressed and clarified for the client

7.3. Legal issues and risks arising from the document are summarised and clearly communicated to the client

7.4. Non-legal issues and risks arising from the document are summarised and clearly communicated to the client

8. Clarify instructions

8.1. Where it is considered the document does not adequately protect the interests of the client, or meet the client's other needs, alternative courses of action are determined and discussed with the client

8.2. Legal and non-legal consequences for each alternative are summarised and clearly communicated to the client

8.3. Client is assisted in selecting a course of action

9. Attending to signing the document

9.1. Statutory and other rules governing signing and witnessing of documents, including deeds, are identified

9.2. Relevant rules governing signing and witnessing of documents are applied in the execution of the document by the client

10. Document advice

10.1. A file note recording the substance and details of the advice given to the client and the instructions received, is prepared

10.2. Correspondence confirming the advice given in relation to the document, and instructions received is despatched to client

10.3. Where the document is not signed in the conveyancer's office, clear and concise instructions on signing and witnessing document is included in correspondence dispatched to client


Qualifications and Skillsets

FNSCNV502A appears in the following qualifications:

  • FNS60310 - Advanced Diploma of Conveyancing
  • FNS50410 - Diploma of Conveyancing
  • FNS60311 - Advanced Diploma of Conveyancing
  • FNS50411 - Diploma of Conveyancing
  • FNS51811 - Diploma of Financial Services