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 FNSFMB401A, 'Prepare loan application on behalf of finance or mortgage broking clients'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Prepare loan application on behalf of finance or mortgage broking clients' 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. Compile necessary information | 1.1. Appropriate and relevant lender forms are collected, completed, and relevant signatures gathered in an appropriate format 1.2. Information required to support loan application is sourced in accordance with the Consumer Credit Code, compliance requirements and security policies |
2. Prepare loan documentation | 2.1. Documentation is prepared that accurately reflects the client's financial situation, personal information and complies with lender requirements and guidelines 2.2. Basic requirements of loan, including amount, term and interest rate are confirmed and all documentation checked for accuracy and readability 2.3. All relevant processes for proper execution of documentation are completed efficiently and within an appropriate timeframe |
3. Present documentation for assessment | 3.1. Documentation is submitted to appropriate lender or approving officer in appropriate manner to protect client confidentiality 3.2. Application offer or non-offer of loan is determined and client is notified in timely manner 3.3. Clear, comprehensive and accurate information is given to client as to their rights, obligations, responsibilities and manner in which to proceed if loan application is non-offer |
4. Maintain communication with relevant parties | 4.1. Clear and open communication is maintained throughout the loan preparation and presentation process with lender and client 4.2. Additional information requested by lender to support loan application is gathered in an efficient and timely manner 4.3. Clear, comprehensive and accurate information is given to client as to the manner in which to proceed immediately following loan approval |