Provide technical and professional guidance

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 FNSFPL601A, 'Provide technical and professional guidance'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Provide technical and professional guidance' 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. Provide technical guidance to other staff in the practice

1.1. Technical guidance and advice, appropriate to skill level and need, is provided to other financial planners, trainee financial planners and para-planners to assist in the development of financial plans

1.2. Technical advice and assistance is provided to administrative and processing staff when required

1.3. Specialists with appropriate advanced technical competency are used as a point of reference when required

1.4. Potential problems are recognised before they develop and precautionary steps are taken to prevent them

1.5. Ethical behaviour requirements are modelled and communicated to staff and peers

2. Provide technical and professional information to staff and peers

2.1. Information obtained by representatives that is relevant to staff and peers is circulated for development purposes

2.2. Opportunities are provided to staff for feedback and queries on circulated information

3. Act as practice reference for any special areas of expertise

3.1. Staff briefings or training sessions in representative's area of expertise are established

3.2. Skill development exercises for individual staff are developed and delivered as required

3.3. Market, product, legislative and regulatory changes in special areas of expertise are monitored for development purposes

3.4. Practice information and skill requirements in special areas of expertise are monitored and addressed


Qualifications and Skillsets

FNSFPL601A appears in the following qualifications:

  • FNS60410 - Advanced Diploma of Financial Planning