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?
Establish the client's needs
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Client needs and expectations are identified, clarified and assessed in accordance with the practice's policy and procedures Completed |
Evidence:
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Optional courses of action are determined and discussed with client Completed |
Evidence:
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Information in relation to the transaction is checked for accuracy and relevance Completed |
Evidence:
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Responsibilities, obligations and expectations of all parties to the transaction are mutually agreed and Completed |
Evidence:
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Client's needs and responsibilities are recorded and documented promptly and accurately Completed |
Evidence:
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Identify any conflict of interest
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Existing or potential conflicts of interest associated with the transaction are identified and recorded Completed |
Evidence:
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Conflicts of interest are assessed to determine appropriate action for the client and practice, and client is promptly advised of any necessary action Completed |
Evidence:
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Identify parties, properties and other interests
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Parties, properties and interests relevant to the transaction are accurately identified and verified with the client Completed |
Evidence:
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Documentation and titles are examined to confirm facts pertaining to the transaction Completed |
Evidence:
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Determine terms of engagement
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Appropriate terms of engagement which comply with legislative, regulatory and practice requirements are determined and articulated to client clearly and promptly Completed |
Evidence:
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Client's agreement with terms is established and recorded Completed |
Evidence:
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Authorities are obtained from client and other relevant parties Completed |
Evidence:
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Estimates of fees, disbursements and time are checked for accuracy and completeness and provided to client Completed |
Evidence:
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Determine contingency strategies
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Contingencies relating to the transaction are assessed and advised to the client Completed |
Evidence:
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Contingency strategies and options are determined and agreed in consultation with client Completed |
Evidence:
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Initiate the transaction
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A course of action is selected which meets the client's needs and complies with legislative requirements and with the policies and procedures of the practice Completed |
Evidence:
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Client is advised of all actions to be implemented to meet their agreed needs and expectations Completed |
Evidence:
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Instructions from client to proceed or not to proceed are confirmed with client and promptly recorded Completed |
Evidence:
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Referral to other professionals or third parties is made where appropriate Completed |
Evidence:
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All relevant instructions, information, facts and evidence are organised, documented and client file formally opened Completed |
Evidence:
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