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 FNSSUP603A, 'Integrate investment strategy with fund operations'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Integrate investment strategy with fund operations' 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. Obtain specialist investment advice | 1.1. Specialist investment expertise required by the organisation is sourced and retained 1.2. Performance benchmarks are received from trustee 1.3. Specialists are provided with information required to determine strategic options for investment 1.4. Investment procedure is established 1.5. Development of investment strategy is facilitated |
2. Manage investment compliance requirements | 2.1. Legislation, regulations and compliance issues relating to investment are identified 2.2. Investment strategy is assessed for compliance 2.3. Compliance issues and procedures are incorporated into the investment strategy 2.4. Performance outcomes are established 2.5. Monitoring of compliance is undertaken on an ongoing basis |
3. Implement investment strategy | 3.1. Liaison is provided with custodian/trustees to determine procedure to implement investment strategy 3.2. Transfer of funds to investment manager is managed 3.3. Liaison is provided with banks and financial services to facilitate strategy 3.4. Direct fund investments are implemented |
4. Monitor and report on investment strategy | 4.1. Regular investment reports are prepared for trustee and investment managers, as required 4.2. Documentation of investment transactions is managed 4.3. Investment performance is monitored and reported on as required 4.4. Compliance of investment strategy is monitored |
5. Evaluate investment strategy | 5.1. Investment performance is reviewed and assessed 5.2. Performance is evaluated against trustee set benchmarks 5.3. Performance is compared with industry indices and market conditions 5.4. Performance evaluation is provided to trustee |