Providing
Financial Advice NVQ - an example
Summary
Here's
what an NVQ looks like. This example lists the units of competence that
make up the NVQ, then breaks down the last unit into elements before
giving performance criteria and range statements for that final element.
Providing
Financial Advice - Level III
Units
| 6824015 | Gather information needed to provide financial advice |
| 6824025 | Analyse information necessary to provide financial advice |
| 6824035 | Advise on and progress financial solutions |
| 6824045 | Contribute to the maintenance of a healthy, safe and effective working environment |
| 6824055 | Establish potential client/customers |
| 6824065 | Review client/customers' financial arrangements |
| 6824075 | Respond to compliance related complaints |
| 6824085 | Implement financial services sales plans |
| 6824095 | Maintain business relationships |
Elements
for unit 6824095 - Maintain business relationships
-
Create and maintain external working relationships
-
Enhance productive working relationships will colleagues
-
Enhance productive working relationships with immediate manager
Performance
criteria for element 3
| 3.1 | Immediate manager is kept informed in an appropriate level of detail about activities, progress, result and achievements |
| 3.2 | Information
about problems and opportunities is clear, accurate and provided
with an appropriate degree of urgency |
| 3.3 | Information and advice on matters within the given area of responsibility are sought from the immediate manager |
| 3.4 | Clear
proposals for action are presented to the immediate manager at an
appropriate time and at the right level of detail. |
| 3.5 | Where proposals are not accepted, the reasons are considered and alternative proposals are put forward. |
| 3.6 | Where there are disagreements, efforts are made to avoid damaging the relationship with the immediate manager. |
| 3.7 | Where appropriate, ways of improving the relationship with the immediate manager are sought. |
| 3.8 | Activities are performed in a helpful and willing manner. |
Range
statements for all performance criteria
Manager
is kept informed:
-
during course of day to day working; at specific times;
-
in formal written communications.
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