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 FNSIBK504A, 'Provide personal advice in life 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 personal advice in life 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. 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 life 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 |
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 and information about complaints handling processes 2.2. A range of communication and interpersonal skills are used to encourage the consumer to express their short-, medium- and long-term goals relevant to the product 2.3. Where relevant, a product risk profile of the client is identified, assessed and agreed |
3. Determine submission resource requirements | 3.1. Nature of submission required by prospective client is determined 3.2. Skill requirements to prepare submission are identified 3.3. The need for specialist advice or client industry information is sought if required to address issues that professional judgement indicates may require further consideration. 3.4. Consultants with required skills are identified and retained as required 3.5. Team is established with team leader identified as required |
4. Apply risk assessment methodology | 4.1. Appropriate risk assessment processes and tools are used to collect relevant personal, financial and business details 4.2. Risk assessment is completed in compliance with guidelines 4.3. Comprehensive records are maintained of risk assessment and actions taken |
5. Analyse client risk information | 5.1. All information from the client risk assessment and profiling process is analysed 5.2. Comprehensive records of risks assessed and actions taken are checked to ensure information is current and comprehensive 5.3. Required insurance program and/or products are fully identified using an appropriate checklist 5.4. Clients are consulted throughout the analysis for further clarification where necessary 5.5. Follow-up questioning to ensure that the client understood earlier questions and that information received by them is relevant and complete is undertaken |
6. Identify appropriate insurance program | 6.1. Appropriate insurance/risk management program based on risk assessment and client profile and needs is determined 6.2. Proposed program is compared with appropriate checklist and other similar clients and significant changes identified 6.3. Available options are identified and assessed using information from risk analysis 6.4. Relevant product research is conducted 6.5. Advice for presentation to the client is prepared in accordance with organisational policy 6.6. Checks to ensure the advice has been scaled and suitable to the requirements of the advice situation are made 6.7. Checks that restricted words are used appropriately in the delivery of advice are made 6.8. Checks are made that the reasoning behind the advice and any conflicts of interest that affect the advice have been disclosed are made |
7. Identify market availability | 7.1. Where applicable, availability of a market with suitable terms for the client requirements is identified 7.2. Where applicable, indicative terms of cover are sourced with insurers to provide the most beneficial outcome for the prospective client |
8. Make submission to prospective client | 8.1. Required written submission is provided to client in format required by the organisation 8.2. Options that specify benefits and advantages are identified for the prospective client 8.3. Features of the advice are explained to the client in a clear and unambiguous way 8.4. Relevant details, terms and conditions of the underlying products/services are explained to the client 8.5. Requirements to put the recommended program into effect are explained to the client 8.6. Client is provided with written supporting documentation and guided through the key aspects of the documentation 8.7. Distribution of relevant disclosure documents is established |