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?
Assess file and work required
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Assess client file to determine client requirements, to allocate to appropriate team member and external adviser(s) where required Completed |
Evidence:
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Recognise and manage risk management and insurance planning issues, and taxation and retirement planning requirements when required Completed |
Evidence:
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Identify and analyse more complex issues within client file Completed |
Evidence:
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Identify and explain appropriate process for handling each complex issue to client, or refer to appropriate external adviser as required Completed |
Evidence:
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Allocate files
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Allocate and coordinate file with appropriate team member, and external adviser(s) where required, based on organisational criteria and standards Completed |
Evidence:
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Allocate files equitably and with due regard for level of competency and experience of team member and external adviser(s) Completed |
Evidence:
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Authorise actions to be undertaken by team member and external adviser(s) Completed |
Evidence:
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Monitor work progress
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Review and check progress of work according to legislative requirements for legal implications and complications Completed |
Evidence:
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Ensure team members adhere to terms stipulated in client file, and evaluate quality of prepared legal documents and rulings made about doubtful clauses Completed |
Evidence:
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Supervise progress
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Regularly review file management progress with team member and external adviser to ensure responsibilities are undertaken in timely and professional manner consistent with organisational policy and procedures Completed |
Evidence:
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Provide prompt advice, information and support to team member and external adviser(s) when required Completed |
Evidence:
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Closely monitor problem files and manage any disputes and complications in timely and professional manner, and according to ethical guidelines Completed |
Evidence:
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