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 FNSSAM602A, 'Identify and evaluate marketing opportunities in the financial services industry'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Identify and evaluate marketing opportunities in the financial services industry' 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 trends and opportunities in the financial services industry | 1.1. Information on current and emerging needs of the market and the organisation is analysed in consultation with others to identify marketing opportunities 1.2. The business plan is reviewed to identify organisational objectives and emerging trends and external influences on the financial services industry identified 1.3. Opportunities to enter, shape or influence current and potential markets and develop potential new products are identified and researched 1.4. Entrepreneurial, innovative approaches and creative ideas are explored for their potential business application and contribution to the business |
2. Investigate marketing and product development opportunities | 2.1. Opportunities are identified and analysed in terms of their likely fit with the organisation's goals and capabilities and evaluated to determine impact on current business and customer base 2.2. An assessment of external factors, costs, benefits, risks and opportunities is used to determine the financial viability of each marketing opportunity 2.3. Probable returns on investment and potential competitors are determined 2.4. Marketing opportunities are described and ranked in terms of their viability and likely contribution to the business |
3. Assess legislative compliance of marketing opportunities | 3.1. Legislative and regulatory guidelines applicable to marketing opportunities are identified and the opportunities examined for compliance with relevant legislation 3.2. Marketing opportunities not meeting compliance requirements are rejected or modified accordingly 3.3. Marketing proposals clearly define relevant legislative compliance issues |
4. Evaluate required changes to current operations | 4.1. Changes needed to current operations to take advantage of viable marketing opportunities are identified and documented 4.2. Organisational changes which involve an increased or different customer base are managed to ensure continued quality of service to existing customers 4.3. Resource requirements for changed operations are identified and the viability of making changes to current operations determined and communicated to key stakeholders |
5. Develop marketing proposals | 5.1. Marketing concepts are clearly described and defined 5.2. Viability assessments for marketing concepts are provided and the marketing strategy detailed 5.3. Proposals are prepared in a manner that assists in the decision making process for marketing development with additional information provided to support marketing proposals as required |