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 FNSIBK403A, 'Implement an agreed insurance program for a broking client'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Implement an agreed insurance program for a broking client' 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. Obtain confirmation of interim cover | 1.1. Renewal notices are forwarded to client at least fourteen days before policy expiry 1.2. Documentation is arranged to be completed where required prior to expiry of interim cover 1.3. Insurer is notified of details of cover required immediately instructions are received from client 1.4. Formal evidence of interim cover is sought within relevant legislative, underwriting and business policy requirements 1.5. Interim cover details are checked for accuracy and completeness 1.6. Instructions for completion of cover are provided to insurer within required timeframes to ensure policy can be issued 1.7. Confirmation of correct interim cover is forwarded to insurers according to organisation operating guidelines 1.8. Required documentation is accurately completed according to organisation operating guidelines and relevant legislation |
2. Confirm insurance cover with client | 2.1. Fees and premiums are monitored and collected according to organisation operating guidelines 2.2. Client documentation is checked for omissions and errors and adjusted by client where necessary 2.3. Premium and statutory imposts are accurately calculated as required 2.4. Original documentary evidence of cover is provided to client |
3. Complete required documentation | 3.1. Receipt of documentation is checked regularly to ensure timely delivery to meet client requirements 3.2. Insurer documentation is checked for omissions and errors 3.3. Insurer documentation is recorded upon receipt as required by business policy and guidelines |
4. Remit premium to insurers | 4.1. Premiums are remitted to insurers in compliance with legislative requirements and credit term arrangements in place with the insurer |
5. Update relevant files and records | 5.1. Business records are updated without delay to comply with business guidelines and procedures 5.2. Client records on disclosure documents provided are maintained |
6. Provide ongoing service where requested by client | 6.1. Type and form of ongoing service including review of insurance plan/policy/transaction is agreed with the client 6.2. Fees and costs for defined ongoing services are clearly explained and confirmation of understanding gained from the client 6.3. Ongoing service is provided as required |