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 FNSFLT504A, 'Facilitate customer understanding of personal financial statements'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Facilitate customer understanding of personal financial statements' 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. Discuss customer's responsibilities in relation to personal financial statements | 1.1. The range and frequency of personal financial statements that are received by the customer are identified 1.2. The different purposes of financial statements and the need to retain certain financial statements for tax or other purposes is discussed with the customer |
2. Explain specific information contained in a range of financial statements | 2.1. A range of terminology used in financial Statements is explained to the customer 2.2. Common items listed on a credit card statement are identified and explained in plain language to the customer 2.3. Common items listed on a superannuation fund statement are identified and explained in plain language to the customer 2.4. Fees and charges applicable to superannuation are identified and explained to the customer 2.5. Contact details for advice on information contained within financial Statements are provided to the customer as necessary |
3. Identify and explain ways of managing personal financial statements | 3.1. The importance and means of checking financial statements for accuracy is explained and demonstrated to the customer 3.2. Ways to estimate and plan for regular payments and the appropriateness of different repayment options for the customer are identified and discussed 3.3. Options available to the consumer in case of inability to pay amounts owed in financial statements are explained to the customer |