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 FNSSUP413, 'Apply knowledge of retirement planning issues when dealing with clients'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Apply knowledge of retirement planning issues when dealing with 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. Identify trends and issues relating to retirement and retirees | 1.1 Research current information on demographic trends relevant to the aging population 1.2 Identify current issues relating to consumer behaviour of retirees 1.3 Review the financial implications of longevity in retirement |
2. Research key financial issues and risks in retirement | 2.1 Identify the key financial risks for people in retirement 2.2 Analyse the implications of adverse financial circumstances that can impact on an individual approaching retirement 2.3 Review a range of post-retirement product types and their relationship to managing financial risk 2.4 Analyse regulatory requirements relating to the provision of financial advice 2.5 Identify sources of general information and guidance relating to financial issues and risks in retirement to provide to clients |
3. Outline the role and key features of the social security system impacting on retirees | 3.1 Research current information on aged benefits, payments and services and advise clients to contact Centrelink to gauge their eligibility’ 3.2 Describe how account based and non-account based income streams and annuities operate within superannuation and other private income streams 3.3 Describe the relationships and links between government aged pension and superannuation and other private income streams 3.4 Describe the impacts government benefits can have on an individual’s income in retirement |
4. Provide general information on aged care options and issues to clients | 4.1 Research aged care options and facilities available in the community 4.2 Explain the key features of regulatory requirements relevant to aged care to clients 4.3 Describe general information relating to aged care options to clients and explain how sources of further information can be accessed |
5. Provide information and outline the significance of estate planning to clients | 5.1 Explain the nature and purpose of an estate plan to clients 5.2 Outline general information on tax issues and consequences for dependants of retirement income stream products including lump sum payments and reversionary pensions to beneficiaries 5.3 Outline the legal requirements and issues relating to wills, powers of attorney, trusts and other estate planning matters to clients 5.4 Explain general estate planning and death benefit options using language and terminology that the client can understand |