Trainer/assessor templates Competency record After assessment the competency record should be completed and signed by the student, trainer/assessor and the supervisor. If competency is not achieved at the first attempt, strategies to address gaps in performance need to be identified and a time for reassessment arranged. Assessment record sheet FNSFLT301 Be MoneySmart Element Performance criteria Evidence provided/ Initial and observed/context date Demonstrate an 1.1 Determine how career Module 1: A3, Q2 understanding of choice, education and personal financial skills affect income matters and goal attainment 1.2 Identify short- and Module 1: A3, Q2, Q6 long-term financial goals 1.3 Identify tax matters Module 2: A1a, A1b, relating to personal A2a, A2b, A3, Q1, Q2, income Q3, Q4, Q5, Q6, Q7 1.4 Evaluate impact of Module 1: A1, A2, Q5 consumer and Module 4: A2b financial behaviour on personal spending 1.5 Evaluate how Module 5: A1a, A1b, insurance and other A2a, A2b, A2c, A3, Q1, risk-management Q2, Q3, Q4, Q5, Q6 strategies protect against financial loss 1.6 Identify the Module 3: A1, A2, A3a, components of A3b, A4a, A4b, A4c, A5, superannuation Q1, Q2, Q3, Q4, Q5, Q6 relevant to individual income earners Manage personal 2.1 Compare the Module 4: A1, A2a, A4, finances benefits and costs Q3, Q4 of alternatives in spending decisions 2.2 Identify the purpose of Module 1: A4a, A5, Q3,
Trainer/assessor templates Competency record After assessment the competency record should be completed and signed by the student, trainer/assessor and the supervisor. If competency is not achieved at the first attempt, strategies to address gaps in performance need to be identified and a time for reassessment arranged. Assessment record sheet FNSFLT301 Be MoneySmart Element Performance criteria Evidence provided/ observed/context Initial and date Demonstrate an understanding of personal financial matters 1.1 Determine how career choice, education and skills affect income and goal attainment Module 1: A3, Q2 1.2 Identify short- and long-term financial goals Module 1: A3, Q2, Q6 1.3 Identify tax matters relating to personal income Module 2: A1a, A1b, A2a, A2b, A3, Q1, Q2, Q3, Q4, Q5, Q6, Q7 1.4 Evaluate impact of consumer and financial behaviour on personal spending Module 1: A1, A2, Q5 Module 4: A2b 1.5 Evaluate how insurance and other risk-management strategies protect against financial loss Module 5: A1a, A1b, A2a, A2b, A2c, A3, Q1, Q2, Q3, Q4, Q5, Q6 1.6 Identify the components of superannuation relevant to individual income earners Module 3: A1, A2, A3a, A3b, A4a, A4b, A4c, A5, Q1, Q2, Q3, Q4, Q5, Q6 Manage personal finances 2.1 Compare the benefits and costs of alternatives in spending decisions Module 4: A1, A2a, A4, Q3, Q4 2.2 Identify the purpose of Module 1: A4a, A5, Q3,
student-workbook.docx