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 FNSIBK514, 'Manage a complex risk portfolio 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 'Manage a complex risk portfolio 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 |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1. Identify significant risk changes impacting on client portfolio | 1.1 Monitor client requests for program changes to identify significant variations 1.2 Monitor and analyse external environment against client program to identify major changes to level of risk exposure 1.3 Undertake objective risk assessment in compliance with guidelines to identify changes to existing level of client exposure 1.4 Seek specialist advice as required Analyse similar situations to identify precedents that will assist in analysis of complex risk portfolio 1.6 Maintain comprehensive records of risk assessed and actions taken |
2. Advise client on changes to insurance program | 2.1 Provide advice based on objective assessment of situation that takes into account changes in risk context and external environment 2.2 Present alternative risk management strategies to provide client with viable options for risk treatment 2.3 Undertake a cost–benefit analysis of options where appropriate 2.4 Obtain client declarations as required by underwriter/s 2.5 Identify, record and verify client’s preferred options |
3. Negotiate complex changes and/or renewals with insurers | 3.1 Identify suitable market for client requirements and approach selected insurers 3.2 Obtain client instructions for negotiated outcomes with insurers 3.3 Negotiate options and alternative portfolio structures with insurers to obtain most suitable program for client 3.4 Obtain negotiated outcomes that provide level of cover required by client |
4. Obtain client instructions for renewal | 4.1 Advise client of outcomes of negotiation with insurers and provide client with opportunity to discuss and question alternatives 4.2 Explain benefits and disadvantages of available options clearly to client 4.3 Make fully justified recommendations 4.4 Clarify and document client instructions 4.5 Forward renewal notices to client at least fourteen days prior to policy expiry, according to organisational requirements |