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?
Interpret research requirements
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Review and quantify client information and objectives, and establish research topics Completed |
Evidence:
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Check specifications of products and/or services to be researched with senior financial planner Completed |
Evidence:
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Establish and accurately interpret aims and objectives of research, and measure against client requirements and expectations Completed |
Evidence:
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Establish timeframes and prioritise requests to ensure available information is useable and justifiable Completed |
Evidence:
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Research financial products and strategies to set guidelines
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Ensure data extraction criteria are relevant to intended use and client requirements Completed |
Evidence:
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Identify trends to provide meaningful information on strategies and product performance Completed |
Evidence:
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Identify potential risk factors associated with researched strategies and products Completed |
Evidence:
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Analyse financial products and strategies within appropriate timeframes to ensure currency of decision making Completed |
Evidence:
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Identify issues that require specialist and/or independent research or advice Completed |
Evidence:
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Summarise research information and contribute to recommendations
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Collate, prioritise and check information on financial strategies and products against research specification Completed |
Evidence:
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Analyse research for completeness and assess for relevant implications of information Completed |
Evidence:
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Prepare written performance, trend and risk analyses and check against research specification Completed |
Evidence:
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Define and record any qualifications or issues for further research Completed |
Evidence:
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Provide recommendations to financial planning process according to organisational procedures and guidelines Completed |
Evidence:
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