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?
Deal with initial client enquiry for general insurance
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Client enquiries are attended to in a timely and courteous manner Completed |
Evidence:
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A range of communication and interpersonal skills are used to clarify the general insurance products and broking services the client is requesting to be provided Completed |
Evidence:
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Active listening skills are demonstrated in dealing with client enquiries and help and assistance is provided to ensure the full and accurate completion of initial documentation where required Completed |
Evidence:
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The role of the broker and licensee/principal responsible for the adviser’s conduct is explained to the client Completed |
Evidence:
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The range of products of interest to the client are analysed to determine their categorisation as areas of general advice in line with legislation and organisation policy Completed |
Evidence:
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Clients are informed that general advice will be provided to them in relation to the products of interest and that only personal information for underwriting and calculating the cost of the product will be sought Completed |
Evidence:
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An explanation of the relevant fees and charging methodology is provided Completed |
Evidence:
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The client is referred to appropriate specialist personnel within the brokerage where required advice is deemed to fall outside the category of general advice Completed |
Evidence:
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Prepare general advice to client
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The correct disclosure documentation is provided in accordance with legislation and organisational policy Completed |
Evidence:
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A general advice warning is given to the clientclient in line with legislative and organisation policy Completed |
Evidence:
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Special communication needs of clients or clients are considered in delivering general advice warning Completed |
Evidence:
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Provide general advice
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The product advice is given to the client in a clear and unambiguous way avoiding jargon and in a language appropriate to the receiver and using organisational tools Completed |
Evidence:
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Product and industry knowledge appropriate for advice offered is demonstrated when providing advice to the client Completed |
Evidence:
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Product advice is explained and discussed with the client in language that avoids giving the impression the adviser has considered the client’s personal circumstances in providing the advice Completed |
Evidence:
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Client is requested to consider the appropriateness of the advice in the light of their own circumstances Completed |
Evidence:
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Client is advised to read the product disclosure statement before making a decision Completed |
Evidence:
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