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 FNSPRT502A, 'Advise clients in estate planning'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Advise clients in estate planning' 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. Develop strategies based on client requirements | 1.1. Relevant details and documentation in relation to a client's estate are obtained and reviewed 1.2. Details in relation to the estate are interpreted, relevant products are researched, and appropriate products are matched to the client needs 1.3. Benefits, risks, taxation requirements and issues for differing circumstances are identified and considered 1.4. Assistance is sought from internal or external sources as required and based on the skills and experience of the adviser 1.5. Types of insurance available for estate planning are identified, if required 1.6. The most appropriate options are chosen and prepared to review with the client |
2. Present strategies and information to clients | 2.1. The nature and purpose of a trust and other products for an estate plan with relevant information and legislative requirements are explained to the client 2.2. Benefits and considerations for beneficiaries are identified and explained accurately to the client 2.3. The use of insurance in estate planning is explained clearly and accurately to the client 2.4. Restrictions relating to family companies are identified and explained to the client, where required 2.5. The role and responsibilities of a trustee are explained clearly and accurately in a language appropriate to the client |
3. Reconcile client concerns and gain confirmation | 3.1. Client concerns regarding the advice and recommendation are discussed and clarified and confirmation on how to proceed determined 3.2. Associated fee and cost structures are clearly explained to the client and their formal agreement to the proposed plan or transaction gained, if appropriate 3.3. Time frames for execution and process are clearly explained and confirmation of understanding gained from the client |
4. Prepare and document estate plan | 4.1. Estate plan is prepared according to statutory requirements and consistent with client requirements then checked for legal implications and any complications 4.2. Client confirmation of estate plan is obtained and effected as required 4.3. Record keeping and safe storage of documents is undertaken according to organisational and legislative requirements |
5. Prepare ongoing service where requested by client | 5.1. Type and form of ongoing service with fees and costs for specifically defined services clearly explained and confirmation gained from the client 5.2. Ongoing service is provided and reviewed as required |