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 information needs
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Sources of information relevant to the transaction are identified Completed |
Evidence:
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Documentation and titles are examined to confirm facts relating to transactions Completed |
Evidence:
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Searches to be performed are defined and agreed with client prior to commencement Completed |
Evidence:
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Required reports are identified and arranged with the appropriate bodies to meet agreed timelines Completed |
Evidence:
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Applicable fees, taxes, other expenses and rebates are identified and clients are advised promptly and accurately Completed |
Evidence:
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Perform relevant document searches and investigations
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Searches are performed and completed accurately and thoroughly using appropriate methods Completed |
Evidence:
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Legal positions are established and recorded in accordance with the practice's policy and procedures Completed |
Evidence:
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All relevant reports required from third parties are obtained from the appropriate bodies Completed |
Evidence:
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Evaluate issues arising with transaction
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Legal issues and risks are identified, summarised and communicated to client clearly and promptly and in accordance with relevant legislation, regulations and the practice's policy and procedures Completed |
Evidence:
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Client's rights within the transaction are defined and clarified for the client Completed |
Evidence:
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Desired outcomes are established and strategies to achieve them are devised in consultation with client Completed |
Evidence:
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Implications for professional indemnity insurance are assessed thoroughly and appropriate action is taken Completed |
Evidence:
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Deal with third parties and other professionals
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Relevant third parties and other professionals are identified Completed |
Evidence:
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Information to be obtained from or provided to third parties and other professionals is identified Completed |
Evidence:
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Appropriate consultation with third parties and other professionals occurs and authorities are obtained Completed |
Evidence:
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Present information relevant to the transaction to the client
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Documentation is presented clearly and promptly and in accordance with relevant legislation and regulations and the practice's policy and procedures Completed |
Evidence:
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Information necessary for the transaction to proceed in a legally binding manner is recorded and documented in client files Completed |
Evidence:
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Client is advised of the implications of all information received from or forwarded to relevant parties Completed |
Evidence:
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