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?
Gather relevant information
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Review lender products, services and features, and research additional industry information where necessary for relevant lender products and services that could suit client needs Completed |
Evidence:
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Acknowledge and compare client needs to most appropriate lender product and service Completed |
Evidence:
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Prepare appropriate options
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Gather relevant lender information, product information and support material Completed |
Evidence:
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Organise all information clearly and concisely, in a manner appropriate to client needs and level of understanding Completed |
Evidence:
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Present options to clients
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Explain each suitable product option and its features to clients in a clear and unambiguous way Completed |
Evidence:
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Discuss impact of each option clearly and comprehensively with clients, including benefits and risks Completed |
Evidence:
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Explain fees, charges and commissions clearly to clients Completed |
Evidence:
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Communicate to clients the strategic and commercial relationship of representative and organisation with each product provider Completed |
Evidence:
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Negotiate effectively
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Identify and respond appropriately to client concerns, if any, and present alternatives when required Completed |
Evidence:
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Support clients to make informed choice using relevant information and documentation presented Completed |
Evidence:
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Obtain agreement to proceed
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Obtain agreement to proceed from client once concerns and issues are resolved Completed |
Evidence:
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Discuss, clarify and confirm implementation actions between client and broker Completed |
Evidence:
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Create or appropriately update client records in a clear and concise format in anticipation for preparation of loan application Completed |
Evidence:
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