Provide general advice in general insurance broking products and services (Tier 1)

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 FNSIBK501A, 'Provide general advice in general insurance broking products and services (Tier 1)'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Provide general advice in general insurance broking products and services (Tier 1)' 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. Deal with initial client enquiry for general insurance

1.1. Consumer enquiries are attended to in a timely and courteous manner

1.2. A range of communication and interpersonal skills are used to clarify the general insurance products and broking services the client is requesting to be provided

1.3. Active listening skills are demonstrated in dealing with consumer enquiries and help and assistance is provided to ensure the full and accurate completion of initial documentation where required

1.4. The role of the broker and licensee/principal responsible for the adviser's conduct is explained to the client

1.5. The range of products of interest to the consumer are analysed to determine their categorisation as areas of general advice in line with legislation and organisational policy

1.6. Consumers are informed that general advice will be provided to them in relation to the products of interest and that only personal information for underwriting and calculating the cost of the product will be sought

1.7. An explanation of the relevant fees and charging methodology is provided

1.8. The consumer is referred to appropriate specialist personnel within the brokerage where required advice is deemed to fall outside the category of general advice

2. Prepare general advice to client

2.1. The correct disclosure documentation is provided in accordance with legislation and organisational policy

2.2. A general advice warning is given to the consumer in line with legislative and organisation policy

2.3. Special communication needs of clients or consumers are considered in delivering general advice warning

3. Provide general advice

3.1. The product advice is given to the consumer in a clear and unambiguous way avoiding jargon and in a language appropriate to the receiver and using organisational tools

3.2. Product and industry knowledge appropriate for advice offered is demonstrated when providing advice to the client

3.3. Product advice is explained and discussed with the client in language that avoids giving the impression the adviser has considered the consumer's personal circumstances in providing the advice

3.4. Client is requested to consider the appropriateness of the advice in the light of their own circumstances

3.5. Client is advised to read the product disclosure statement before making a decision