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 FNSSUP409, 'Provide specialist retirement income stream information to clients'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Provide specialist retirement income stream information to clients' 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. Establish relationship with client | 1.1 Establish the nature of client enquiry using the most appropriate methods of communication 1.2 Access client records or record new client details in organisational system 1.3 Inform client of the role of the organisation if they are a new client 1.4 Explain the role and limits of authority of the representative to the client 1.5 Identify clients with special needs and take appropriate action or refer to appropriate advice channel |
2. Provide client with general information about income stream options | 2.1 Explain income stream products to clients and the main differences and availability of account based and non-account based income streams 2.2 Outline the general processes behind setting up an income stream product 2.3 Inform the client on the general process to move from accumulation phase to the pension drawdown phase 2.4 Provide information on basic investment concepts including risk and return, time horizons and asset classes 2.5 Identify the general impact of a client's investment choices on their account based income stream 2.6 Advise client of their options and refer to appropriate specialist if they request personalised advice |
3. Explain retirement income stream products and options to client | 3.1 Provide clear and unambiguous information, organisational materials and guidance about the retirement income products offered by the organisation 3.2 Inform the client of any ancillary benefits, facilities and options available when taking out an income stream product 3.3 Explain fees and charges associated with the organisation's income stream products to the client 3.4 Identify the risk and benefits of income stream products available from the organisation and explain to the client 3.5 Discuss procedures for complaint handling and resolution to the client |
4. Assist with enquiries related to retirement income stream products | 4.1 Provide assistance with enquiries relating to requests for membership changes if purchasing an income stream from the client’s existing superannuation fund 4.2 Provide explanations regarding calculation of pension payments including consideration of social security, Centrelink and Department of Veterans’ Affairs (DVA) benefits 4.3 Provide information to clients who receive reversionary pensions and explain how nominations are made by the client 4.4 Access appropriate sources of information to respond accurately to client enquiries 4.5 Check client understanding of information provided is in accordance with legislation and organisational policies and procedures 4.6 Provide follow up services related to the client enquiries as required |