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?
Identify nature of enquiry
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Establish rapport with client and determine reason for enquiry to allow suitable response Completed |
Evidence:
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Determine needs of client by questioning Completed |
Evidence:
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Check to see whether enquiry is within personal authorities or should be referred to appropriate personnel Completed |
Evidence:
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Determine suitability of client for financial product or service
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Identify products and/or services that might satisfy client needs Completed |
Evidence:
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Obtain all information required to determine eligibility of client for product or service, with predetermined risk assessment criteria applied in accordance with product or service requirements Completed |
Evidence:
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Prepare business proposal in compliance with legislation, regulations and codes of practice and personal authorities, and refer to appropriate personnel for further action if business proposal is outside defined guidelines Completed |
Evidence:
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Provide client with information about product or service
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Present business proposal to client and supply all product information Completed |
Evidence:
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Discuss client queries, clarify proposal and make follow-up arrangements if required Completed |
Evidence:
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Confirm sale and process documentation
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Confirm suitability of product and price with client and obtain agreement to proceed with sale Completed |
Evidence:
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Issue documentation in accordance with organisational policy and procedures Completed |
Evidence:
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Process payment details without delay and update record systems promptly and accurately Completed |
Evidence:
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