The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Identify estate planning requirements
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Identify and assess contingency and succession arrangements against enterprise and individual requirements Completed |
Evidence:
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Identify and evaluate income continuation options to find best fit for enterprise requirements Completed |
Evidence:
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Identify and distinguish personal and business goals Completed |
Evidence:
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Consider needs of those affected by succession arrangements in estate planning Completed |
Evidence:
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Clarify estate planning arrangements
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Make clear plans for retirement and inheritance to all relevant parties Completed |
Evidence:
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Consider legal and financial implications of succession planning in determining succession arrangements and estate distribution Completed |
Evidence:
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Discuss, clarify and mediate apparent inequities in estate distribution Completed |
Evidence:
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Seek external advice as required to clarify obligations and potential effects on business performance Completed |
Evidence:
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Implement estate planning
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Determine and implement strategies for estate distribution and succession Completed |
Evidence:
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Monitor and review estate structures and transfer arrangements against tax and legislative requirements Completed |
Evidence:
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Monitor estate planning and succession against enterprise performance Completed |
Evidence:
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Complete relevant documentation to meet legal and procedural obligations Completed |
Evidence:
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