Develop client relationships with employers and establish superannuation systems

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 FNSSUP513, 'Develop client relationships with employers and establish superannuation systems'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Develop client relationships with employers and establish superannuation systems' 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 client relationships and record client requirements

1.1 Identify and engage prospective client

1.2 Discuss system and service needs with client

1.3 Record client details into organisational database

1.4 Make arrangements for follow-up services according to organisational procedures

2. Review systems for compatibility

2.1 Review client information technology systems and check for compatibility

2.2 Review client human resource and superannuation payment systems and employee information needs and check for compatibility

2.3 Review and note special requirements of client if relevant and discuss with relevant personnel

3. Propose superannuation fund and system for clients

3.1 Examine superannuation fund and system options to identify best options for client

3.2 Develop and present proposal to client, and negotiate and make required amendments according to organisational policies and procedures

3.3 Prepare and implement proposals according to organisational policies and procedures

4. Manage client accounts

4.1 Obtain required information from client to set up new accounts

4.2 Set up client accounts

4.3 Establish client communication channels

4.4 Distribute confirmation of new accounts according to organisational policies and procedures

4.5 Manage all transactions and documentation regarding client account and maintain according to organisational policies and procedures

4.6 Establish systems to provide ongoing support and communication to client, according to organisational policies and procedures