Lead ethical work practices in an insurance brokerage

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSIBK607, 'Lead ethical work practices in an insurance brokerage'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Lead ethical work practices in an insurance brokerage' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Evaluate ethical standards and issues impacting on business and professional goals

1.1 Research legal and ethical framework against which professional practices are to be reviewed

1.2 Identify emerging trends and developments in corporate governance and accountabilities that may impact on insurance broking sector

1.3 Monitor brokerage work practices to identify compliance with relevant legislation and issues likely to impact on business directions

1.4 Review internal service standards, policies and operations within brokerage

1.5 Assess brokerage performance against industry standards, compliance obligations and internal business standards

1.6 Evaluate findings to identify areas within brokerage where ethical standards are required or modifications to existing standards needed.

2. Set future goals and strategies to achieve ethical standard outcomes

2.1 Determine goals and directions for ethical standards in brokerage

2.2 Identify strategies and practices to achieve ethical standards outcomes

2.3 Establish measures of service performance that provide accurate and accessible information on ethics as part of service provision

3. Develop implementation plan for ethical standards

3.1 Review resources to achieve ethical broking goals

3.2 Identify resources required to implement strategies

3.3 Identify performance measures to determine if planned outcomes are achieved and to identify variations to plan

3.4 Establish monitoring system to track compliance with ethical standards

4. Analyse own professional practice

4.1 Benchmark own performance against recognised industry standards for professional practice

4.2 Analyse personal business practices, systems and resources to determine effectiveness and areas for improvement

4.3 Identify issues likely to impact on ability to provide service delivery ethically and likely impact on professional practice goals

4.4 Define ethical practice goals and strategies to achieve them


Qualifications and Skillsets

FNSIBK607 appears in the following qualifications:

  • FNS60115 - Advanced Diploma of Insurance Broking