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 FNSFLT505A, 'Facilitate customer or employee understanding of superannuation as an investment tool'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Facilitate customer or employee understanding of superannuation as an investment tool' 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. Explore the contemporary superannuation environment in Australia | 1.1. The purposes and benefits of superannuation as part of a long-term investment strategy to support people in retirement are identified and analysed 1.2. The characteristics of superannuation in Australia following the introduction of Superannuation Guarantee contributions by employers are canvassed and assessed for their impact on individual and community savings patterns 1.3. The role of regulators and trustees in the regulation and management of superannuation funds in the Australian superannuation industry is identified and explored 1.4. Key terminology used within the superannuation industry is explained and clarified 1.5. Sources for ongoing information about superannuation in Australia are identified and their uses explored |
2. Analyse the range of investment vehicles used in superannuation funds | 2.1. The nature and role of superannuation schemes and the range and types of superannuation fund managers are identified 2.2. A range of investment objectives and their related strategies are explained and analysed 2.3. The role of death benefits within superannuation schemes is identified 2.4. The costs of administering and managing superannuation funds are explained and analysed 2.5. A cross-section of superannuation funds' performance over time is analysed and compared, and the variables that contributed to performance are explained and analysed |
3. Foster the active management of superannuation funds | 3.1. The importance and means of checking superannuation statements for accuracy are explained and demonstrated to the customer 3.2. Techniques for analysing the performance, rate of return, government taxes and other costs are demonstrated and analysed 3.3. Strategies for building superannuation savings including personal contributions and salary sacrificing are described and analysed 3.4. The importance of retaining superannuation statements for future analysis is explained to the customer 3.5. Mechanisms to gain information, clarification or to lodge complaints if concerns or discrepancies arise about an individual's superannuation fund are explained and explored |
4. Foster understanding of the structures and strategies to deploy superannuation savings | 4.1. The processes and requirements for the management and deployment of funds when employment status or employer are changed are explained and explored 4.2. The role and nature of preserved and non-preserved components of superannuation funds are explained and explored 4.3. The government regulated minimum age when superannuation benefits can be accessed, and the regulation's impact, are defined and explained to the customer 4.4. The nature of accumulation or defined benefit funds are defined and explained to the customer 4.5. The range of structures and techniques for the utilisation of superannuation funds on retirement are explained and explored |