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*Multiple copies of the checklist will need to be printed if the observation is to be observed more than once. ChecklistSupervisor Instructions: For this assessment, the student must complete the activity. The practical activity is a stand-alone activity that will allow the student to display the required knowledge and skills that are essential when deciding overall competency. Please sign and date this checklist to evidence the student having completed the task. Student Instructions: Arrange a time to complete the activity and have your supervisor observe you undertaking the activity. You should submit the completed and signed checklist with your assessment for this unit of competency. Student Name: Supervisor Name: The student is able to demonstrate competency by: Yes No How and where actions were observed: Your task is to identify a client’s needs for a broking service in a workplace environment. Whilst demonstrating your skills in this area you will need to: •Use effective communication skills to build rapport with clients •Clearly explain information relating to finance and broking processes and products •Document and analyse the clients’ financial position •Comply with company policy and relevant legislation in regards to disclosure so clients can make informed decisions During your assessment you will also be required to demonstrate the following: NOT REQUIRED