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 FNSFLT503A, 'Promote basic financial literacy skills'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Promote basic financial literacy skills' 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. Identify extent of customer's financial awareness | 1.1. Customer's understanding of the financial system, the role of financial institutions in the modern economy and awareness of what money is and how it is exchanged is identified and clarified with the customer where necessary 1.2. Relevant aspects of the customer's own financial situation are clarified and areas of concern are discussed |
2. Discuss methods available for spending and saving money | 2.1. Options available for the purchase of goods and services are identified and discussed with the customer to determine advantages and disadvantages 2.2. The necessity and means of opening and operating a bank account and the range of accounts available for holding and saving money are identified and advantages and disadvantages of each are discussed with the customer 2.3. Range of methods to access funds is discussed and queries addressed with the customer 2.4. The importance of record keeping for tax purposes and individual money management is discussed with the customer |
3. Discuss basic money management principles | 3.1. The benefits and means of developing a savings plan and strategy and the role of budgeting is explained and the customer is shown how to compile and implement a budget 3.2. Relationship between risk and return is explained to the customer in a plain language 3.3. Techniques for evaluating alternative financial products and the risks associated with some forms of financial products are discussed with the customer in relation to their situation |
4. Discuss the role of other forms of savings and investment options | 4.1. The role and benefits of insurance as a means of protecting against events of risk are discussed with the customer 4.2. The role of superannuation and retirement planning including superannuation contributions covering life and permanent disability insurance are explained to the customer 4.3. Ways in which the customer can provide for own future requirements are discussed with the customer |