Meet industry and legislative guidelines and organisational procedures relating to insurance broking

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 FNSIBK405A, 'Meet industry and legislative guidelines and organisational procedures relating to insurance broking'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Meet industry and legislative guidelines and organisational procedures relating to insurance broking' 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. Identify relevant guidelines and procedures

1.1. Effects on role of legislative, industry and brokerage guidelines and procedures are determined

1.2. Up-to-date checklist of operational procedures is maintained and observed

2. Work in accordance with guidelines and procedures

2.1. Work tasks are carried out in accordance with specific organisation policy, guidelines and procedures

2.2. Regulations, codes and procedures set out in organisation compliance manuals in relation to the provision of information, retail and other advice are complied with

2.3. Insurance and insurance broking codes of practice are used to guide an ethical approach to workplace practice and decisions

2.4. Assistance in clarifying the application of the guidelines, procedures and legislation is sought from appropriate personnel where necessary

3. Develop and maintain personal competency in work tasks

3.1. Training needs and goals are identified and reviewed on a regular basis

3.2. Competency, authorisation and licensing requirements are clarified

3.3. Professional development opportunities that reflect needs and goals are sought and completed in an agreed upon timeframe


Qualifications and Skillsets

FNSIBK405A appears in the following qualifications:

  • FNS51210 - Diploma of Insurance Broking
  • FNS41710 - Certificate IV in Insurance Broking