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?
Provide technical guidance to other staff in the practice
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Technical guidance and advice, appropriate to skill level and need, is provided to other financial planners, trainee financial planners and para-planners to assist in the development of financial plans Completed |
Evidence:
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Technical advice and assistance is provided to administrative and processing staff when required Completed |
Evidence:
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Specialists with appropriate advanced technical competency are used as a point of reference when required Completed |
Evidence:
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Potential problems are recognised before they develop and precautionary steps are taken to prevent them Completed |
Evidence:
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Ethical behaviour requirements are modelled and communicated to staff and peers Completed |
Evidence:
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Provide technical and professional information to staff and peers
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Information obtained by representatives that is relevant to staff and peers is circulated for development purposes Completed |
Evidence:
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Opportunities are provided to staff for feedback and queries on circulated information Completed |
Evidence:
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Act as practice reference for any special areas of expertise
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Staff briefings or training sessions in representative's area of expertise are established Completed |
Evidence:
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Skill development exercises for individual staff are developed and delivered as required Completed |
Evidence:
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Market, product, legislative and regulatory changes in special areas of expertise are monitored for development purposes Completed |
Evidence:
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Practice information and skill requirements in special areas of expertise are monitored and addressed Completed |
Evidence:
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