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 FNSIBK402A, 'Provide personal advice in general insurance broking products and services (Tier 2)'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Provide personal advice in general insurance broking products and services (Tier 2)' 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. Establish relationship with client | 1.1. A range of communication and interpersonal skills are used to establish the knowledge level of client and clarify the level of insurance broking advice to be provided 1.2. Broker authorisation to deal with the client's needs is established and referral to appropriate adviser for higher level/specialist advice made, if required 1.3. Enquiries are responded to by explaining the range of general insurance products and broking services available and their relevant fee and charging methodology 1.4. Role of the broker and the licensee/principal responsible for the adviser's conduct is advised to the client 1.5. Client is informed of the brokerage procedures for complaints handling |
2. Identify client objectives and risk situation | 2.1. Regulations, codes and procedures set out in organisation compliance manuals for the personal advice process are complied with including delivery of appropriate disclosure documents 2.2. A range of communication and interpersonal skills are used to establish client objectives and goals 2.3. Appropriate risk assessment processes and tools are used to collect relevant personal, financial and business details |
3. Analyse client risk information | 3.1. All information from the client risk assessment process is analysed 3.2. The need for specialist advice or client industry information is sought if required to address issues that professional judgement indicates may require further consideration 3.3. Records of risks assessed and actions taken are checked to ensure information is current and comprehensive 3.4. Required insurance program and/or products are fully identified using an appropriate checklist 3.5. Clients are consulted throughout the analysis for further clarification where necessary 3.6. Follow-up questioning is undertaken to ensure that the client understood earlier questions and that information received by them is relevant and complete |
4. Identify changes to insurance program | 4.1. Current insurance program is compared with the checklist and new and additional risks identified so that discrepancies are clear 4.2. Available options are identified and assessed using information from risk analysis 4.3. Relevant product research is conducted 4.4. Advice for presentation to the client is prepared in accordance with organisational policy 4.5. Checks to ensure the advice has been scaled and suitable to the requirements of the advice situation are made 4.6. Checks that restricted words are used appropriately in the delivery of advice are made 4.7. Checks are made that the reasoning behind the advice and any conflicts of interest that affect the advice have been disclosed |
5. Present appropriate solutions to the client | 5.1. Features of the advice are explained to the client in a clear and unambiguous way 5.2. Relevant details, terms and conditions of the underlying products/services are explained to the client 5.3. Requirements to put the recommended program into effect are explained to the client 5.4. Client is provided with written supporting documentation and guided through the key aspects of the documentation 5.5. Advice from the client on required changes is sought without delay 5.6. Client declarations as required by underwriter are obtained |
6. Negotiate program changes with insurers as required | 6.1. Terms for the client requirements are obtained 6.2. Terms required for renewal and change of client's insurance are clarified with insurers 6.3. Outcomes of negotiation with insurers are advised to client to enable an informed decision to be made 6.4. Options that specify benefits and disadvantages are clarified for the client based on application of broker's industry knowledge 6.5. Justified recommendations are presented and clarified in accordance with organisational and regulatory requirements for provision of advice 6.6. Client instructions are obtained to enable precise action to be taken |