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?
1. Identify the type of client and the client's needs, interests and rights
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Confirm whether the client is a beneficiary, minor beneficiary or represented person Completed |
Evidence:
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Identify the needs, interests and rights of the client and the relevant fiduciary duties and substituted decision-making principles that should be applied in dealing with the client Completed |
Evidence:
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Identify broader ethical issues associated with the delivery of traditional trustee company services to the client Completed |
Evidence:
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Apply legal and ethical principles to fiduciary duty and decision-making
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Identify the legal requirements necessary to discharge a fiduciary duty, to act as a substituted decision-maker and to act ethically Completed |
Evidence:
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2.2 Make decisions in relation to the client which meet the client's needs, are in the client's best interest and uphold the client's rights Completed |
Evidence:
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Support and encourage clients to exercise their rights without compromising their safety and that of others Completed |
Evidence:
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2.4 Inform other relevant stakeholders of the client's needs, interests and rights Completed |
Evidence:
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Maintain a working knowledge of trustee fiduciary duties and substituted decision-making and ethical principles
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Access relevant legal and organisational sources to ensure current knowledge of fiduciary duty, substituted decision-making and ethical principles Completed |
Evidence:
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Modify any client services, processes and procedures where necessary to comply with current fiduciary duty, substituted decision-making and ethical principles Completed |
Evidence:
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Identify the type of client and the client's needs, interests and rights
|
|
Confirm whether the client is a beneficiary, minor beneficiary or represented person Completed |
Evidence:
|
Identify the needs, interests and rights of the client and the relevant fiduciary duties and substituted decision-making principles that should be applied in dealing with the client Completed |
Evidence:
|
Identify broader ethical issues associated with the delivery of traditional trustee company services to the client Completed |
Evidence:
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