Elements and Performance Criteria

The Range Statement relates to the unit of competency as a whole. It allows for different work environments and situations that will affect performance.
The following variables may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts. If bold italicised text is shown in Performance Criteria, details of the text are provided in the Range Statement.
Promotional materials may include:
product and/or services brochures
client newsletters/bulletins
promotional products or give-aways, third party services
media advertising (radio, television, newspapers, trade journals, direct marketing)
Legislation, regulations and codes of practice may include:
industry codes of practice
occupational health and safety (OH&S) legislation
Anti-discrimination legislation
Consumer Credit Code
Privacy Act
legislation covering competition, prudential regulation
Finance Code
Electronic Funds Transfer (EFT) Code of Conduct
Financial Transaction Reports Act
Corporations Act (including Accounting Standards)
Business Names legislation
Financial Services Reform Act (FSRA)
Taxation Law
Australian Accounting Standards
Australian Prudential Regulation Authority (APRA)
Distribution channels may include:
brokers
common interest groups
agents
existing clients
associations
telemarketing
Criteriamay include:
volume of sales
surveys of awareness of products and/or services
meeting targets
new clients

EVIDENCE GUIDE
Assessment of performance requirements in the unit should be undertaken in an industry context. The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competency for the unit. Competency is demonstrated by performance of all stated criteria including the Range Statement applicable to the workplace.
Overview of assessment requirements
To achieve competency in this unit, a person must be able to demonstrate:
the successful implementation of a sales plan based on analysis of the plan
development of an implementation strategy
communication of the strategy to relevant people
ability to put training in place
implementing the plan and making necessary adjustments and measuring the success of the plan
Critical aspects of evidence
Evidence required for demonstration of consistent performance:
Competence in this unit must be assessed over a period of time in order to ensure consistency of performance over the Range Statement and contexts applicable to the work environment.
Delivery/assessment relationship to other units:
This unit may be assessed on its own or it may be assessed with other units that cover related skills and knowledge.
Evidence is most relevant when provided through an integrated activity which combines the elements of competency for the unit, or a cluster of units of competency.
Assessment requirements
Method of assessment:
For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance.
Assessment of this unit of competence will usually include observation of processes and procedures, oral and/or written questioning on underpinning knowledge and skills and other methods as required.
Context of assessment:
This unit may be assessed at work, in a simulated work environment or a combination of these two approaches.
Resources required for assessment:
Assessment of this unit of competence requires access to workplace document, policies and procedures, computers and other office equipment.