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 client needs
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Client information is accessed, and consultative processes are conducted to review and quantify client objectives, needs and expectations Completed |
Evidence:
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Appropriate communication and interpersonal skills are used to establish rapport and promote positive client adviser interaction Completed |
Evidence:
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Specialist advice is sought, as required, where it is identified or anticipated that clients have a complexity of needs or problems Completed |
Evidence:
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Appropriate techniques are used to accurately assess client requirements and strategies developed to meet client needs and outcomes Completed |
Evidence:
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Conduct analysis of financial market products
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Information relevant to the range of available financial products is sourced and assessed for currency and accuracy Completed |
Evidence:
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Appropriate analytical techniques and processes are applied to identify facts, issues and patterns, inter-relationships and trends Completed |
Evidence:
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Trends are accurately analysed to provide meaningful information on the performance of financial products and markets Completed |
Evidence:
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Risk assessment is conducted of possible financial strategies and products identified through research and analysis processes Completed |
Evidence:
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Provide advice and recommendations
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Performance, trend and risk analyses are collated and reviewed to ensure accuracy and thoroughness, and presented in an appropriate format, style and structure Completed |
Evidence:
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Recommendations are supported by evidence, and advice is consistent with relevant legislative, industry and organisational requirements Completed |
Evidence:
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Features and benefits of recommended financial products are clearly described to client and meet client requirements and expectations Completed |
Evidence:
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