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 FNSFPL602, 'Determine client requirements and expectations for clients with complex needs'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Determine client requirements and expectations for clients with complex needs' 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 |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Discuss financial planning process, services and options with client | 1.1 Explain financial planning process, licensees and principals, services and capacity of organisation and representative to client to establish relationship 1.2 Explain fees and charges to client and assess client’s understanding before proceeding with delivery of service 1.3 Explain relationship of other financial services to client and take appropriate action or make referral for identified clients with special needs 1.4 Explain procedures for internal and external complaints handling and resolution to client 1.5 Encourage client to ask questions, and respond accurately and appropriately |
2. Establish client’s personal and family financial situation | 2.1 Determine client’s personal and family financial situation 2.2 Establish client’s expectations, requirements, priorities and objectives for client’s personal and family finances 2.3 Obtain and check with client relevant facts and information including financial, personal and family histories, and document and manage confidentially in accordance with company policy and guidelines, and relevant legislation and industry codes of practice 2.4 Develop summary analysis of client’s personal and family financial position based on extent of client disclosure |
3. Establish client’s business financial situation | 3.1 Establish and document client’s business financial situation, expectations, requirements, priorities and objectives for client’s business finances 3.2 Develop summary analysis of client’s business financial position based on extent of client disclosure |
4. Identify and gather information on any complex taxation and/or estate issues client may have | 4.1 Identify taxation and/or estate issues and discuss with client 4.2 Establish and document client’s expectations, requirements, priorities and objectives for issues identified 4.3 Develop summary analysis of client’s taxation and estate financial position based on extent of client disclosure |
5. Establish holistic picture of client’s requirements and expectations | 5.1 Combine information gathered to generate comprehensive view of client’s financial situation 5.2 Identify interdependencies and implications, and discuss with client by further questioning and gathering information as required 5.3 Develop initial summary of client’s financial position, discuss client expectations, priorities and requirements, and review against comprehensive position |
6. Identify risks or unusual requirements | 6.1 Comprehensively and ethically explore risk issues and tolerance with client and assess any unusual risks and/or requirements for viability 6.2 Assess risks to client and/or practice for their impact on financial planning services according to company policy and guidelines, and relevant legislation |