留学生金融学论文写作需求：knowledgeable and qual
时间:2011-04-27 09:06:39 来源:www.ukthesis.org 作者：英国论文网 点击:161次
Financial Services: Group Award Graded Unit 3 (HND) Assessment Exemplar for Higher National Published by the Scottish Qualifications Authority, Hanover House, 24 Douglas Street, Glasgow, The information in this publication may be reproduced to support SQA qualifications. If it is reproduced, SQA should be clearly acknowledged as the source. If it is to be used for any other purpose, then written permission must be obtained from the Support Materials Development Officer at SQA. It must not be reproduced for trade or commercial purposes. © Scottish Qualifications Authority 2004 1 Introduction This pack supplements the instructions for designing the assessment task and assessing candidates of the Graded Unit specification. It aims to provide an example of assessment that is valid, reliable and practicable. The assessment task(s) detailed in this pack corresponds to the instructions for designing the assessment task outlined in the Graded Unit specification. The example provided is intended for guidance only. It may be used in a variety of ways including, for example: • to exemplify the standard of performance expected of candidates achieving the Graded Unit, ie as a benchmark http://www.ukthesis.org/Thesis_Writing/Information__knowledge_management/Please note: The subject material that is being delivered as part of this course is of a specialised nature. It is recommended that centres ensure that suitably knowledgeable and qualified staff be employed in delivering the programme. If the material is to be delivered on an open or distance learning basis, it is recommended that suitably knowledgeable and qualified staff be employed to develop the course support materials. It is important that you make sure that the assessment exemplar is used in a context appropriate to the delivery of the Graded Unit and to the Group Award of which it forms a part. It is also very important that you note that using this assessment exemplar does not automatically guarantee successful external moderation. It is still your responsibility to make sure that all the appropriate internal quality assurance procedures are satisfactorily completed. For example, a valid, effective and approved internal moderation system must be in use at your centre.#p#分页标题#e# Recommended reading • Guide to Assessment and Quality Assurance for Colleges of Further Education (AA0841/3, September 2003) Details of these and other SQA publications are available in SQA Information, our publications catalogue which is updated and printed twice a year (telephone: This Graded Unit has been validated as part of the HNC/HND Financial Services at level 8 within the Scottish Credit and Qualifications Framework (SCQF) . Centres are required to develop the assessment instrument in accordance with the validated specification. It is recommended that the candidate should have completed, or be in the process of completing, the following Units relating to these specific aims prior to undertaking this Graded Unit:
Where Core Skills have been embedded in a Graded Unit specification and an Assessor wishes to use an alternative method of assessment, she/he must ensure that the assessment generates the Evidence Requirements specified in the Graded Unit specification. It is recommended that the centre seek prior moderation for the alternative method to ensure that the Core Skill is still covered. The Graded Unit specification will detail the Core Skills covered within the Graded Unit. There is no automatic certification of Core Skills or a Core Skill component as part of this Graded Unit. However, there may be opportunities to develop the Core Skill of Problem Solving.
Introduction The Scottish Qualifications Authority’s system of assessment measures the evidence of a candidate’s attainment of knowledge, understanding and skills against defined criteria. The assessment process must allow for evidence of each candidate’s performance to be generated and collected. This evidence must then be judged against the standards set out in the Graded Unit Assessment specification. To achieve the Graded Unit the candidate must successfully meet the standards and there must be evidence to prove this. #p#分页标题#e#The Graded Unit specification defines the criteria you need to use to judge whether or not the candidate has met the standards. All Graded Units have the following: Instructions for designing the task These tell you what the candidate actually has to do. Recommended prior knowledge and/or skills This section details the recommended knowledge and skills which the candidate should have completed or be in the process of completing prior to undertaking the Graded Unit. Assessment guidelines This section should give guidance on how best to conduct the assessment to generate the evidence required. It is important to realise that it is up to the Assessor to judge when and if the candidate has satisfactorily met the standards. This decision should be based on the quality and correct quantity of evidence collected, set against the standards in the Graded Unit. The assessment instrument in this pack should not create any unnecessary barriers to achievement for open/distance learning delivery or candidates with special needs. However, you may need to adapt it so that you can assess candidates with special needs or candidates who are undertaking the Graded Unit on an open/distance learning basis. Obviously, whilst taking into account the needs of the candidate concerned, the methods of assessment you choose must still be valid, reliable and practicable. If you have any questions or problems, or if you are in any doubt as to whether or not the alternative assessment you have chosen is still valid, please contact the Customer Contact Centre on telephone: 0845 279 1000.
In order to increase the likelihood of successful external moderation it is strongly recommended that: • Centres have their project and its contents with marking instructions prior moderated by SQA. Staff are advised to put the materials through an internal moderation process before submission to SQA. Staff are advised to submit these materials to SQA not less than eight weeks before their intended use to Assessment Moderation Unit, Scottish Qualifications Authority, Hanover House, 24 Douglas Street, Glasgow G2 7NQ. • Marking instructions are sufficiently detailed to indicate clearly how many marks are to be awarded for each response. Where appropriate, ‘or any other suitable response’ should be included if there is a wide range of possible answers. This will avoid penalising candidates for omissions in the marking instructions. If examples are to be provided by a candidate then examples should also be provided in the marking scheme. • Markers write 0, 1, 2, 3, etc, on scripts to show where marks have (or have not) been awarded and these should relate directly to the marking instructions. ‘Global’ totals for questions are not useful unless it is clear how they have been derived.#p#分页标题#e# • Centres produce a summary list of candidates showing: i) centre name and number The summary list should be enclosed with the scripts, project and marking instructions submitted for moderation. • The project is drafted in accordance with these and any other guidance notes supplied by SQA. • Please provide clear instructions to candidates.
The table below summarises how the assessment exemplar task is to be marked and also indicates the evidence which should be retained for external moderation. Suggested task Suggested evidence to be retained Project • A = 70% – 100% Note: If a candidate fails the planning stage with a score of less than 10 marks they will be required to re-sit this stage before going on to subsequent stages. In this event, the candidate can only achieve a maximum of 10 marks to be taken forward to the final Graded Unit mark. All checklists to be completed and retained Conditions of assessment Candidates must be given a date for completion of the practical assignment. The instructions for the assessment task should be distributed to allow the candidate sufficient time to assimilate the details and carry out the assessment task. During the time between the distribution of the assessment task instructions and the completion date, Assessors may answer questions, provide clarification, guidance and reasonable assistance. The assessment task should be marked as soon as possible after the completion date. This is especially true of the planning stage. The final grading given should reflect the quality of the candidate’s evidence at the time of the completion date. Re-assessment of this Graded Unit should be based on a significantly different assessment task. At this level, candidates should work independently. It is up to centres to take necessary steps to ensure authenticity of the project and its contents. This could include questioning candidates at various stages on their knowledge and understanding of the project, the use of signatures, acknowledging and referencing sources etc. Further guidelines are contained in SQA publication ‘Guide to Assessment and Quality Assurance for Colleges of Further Education’ (AA0841/3, September 2003).#p#分页标题#e#
The assessment task is a project-based practical assignment. It must be a complex task which involves: • variables which are complex or unfamiliar The assessment task must require the candidate to: • analyse the task and decide on a course of action for undertaking the project The project consists of three stages: • planning It should be emphasised to candidates that all three stages must be completed satisfactorily to achieve a pass. If candidates are required to undertake a re-assessment, no more than a Grade C can be awarded to the assessment. The following information specifies the minimum evidence required to pass each stage and the maximum marks which each stage carries.
Grade A (70% – 100%) Grade B (60% – 69%) Grade C (50% – 59%) Is a seamless, coherent piece of work which: • has sufficient evidence for the three essential phases of the project, is produced to a high standard, and is quite clearly inter-related • has sufficient evidence for the three essential phases of the project, is produced to a good standard and is inter-related Assessment task The design rules for HND programmes state that all Group Award Graded Unit assessments must have a credit value of one credit. This Group Award Graded Unit assessment has been designed to provide evidence that the candidate has achieved a number of the principal aims of the HND Financial Services programme. The aims can be found in the Validation Document and in the Graded Unit specification. Although the intention is to develop knowledge and skills at level 8 it is recognised that the candidate will use a range of knowledge and skills developed at an earlier stage. As a consequence, it is recommended that candidates should have completed, or be in the process of completing, two core Units that are set at level 7, Introduction to Financial Services and Personal Financial Services. Although not essential, it is suggested that candidates would benefit from completing, or being in the process of completing, the core Units of Investment and Financial Services Regulatory Framework at level 8. It is intended that this Group Award Graded Unit will assess a candidate’s knowledge and skills by means of a stand-alone investigative project. This investigative project requires the candidate to research share performance over a given period of time. It is considered that this period should be for the duration of the academic year, finishing at the end of April, thereby allowing time for the assessment to be marked. It is recognised that some centres may wish to deliver the material over a different period. The timing and management of the assessment is entirely at the discretion of the delivering centre, although it is recommended that the minimum research period is not less than three calendar months.
Each candidate should select FOUR (or more) listed companies from those featuring in the FTSE 100 stock index for the chosen period. Centres should prepare a list of these companies for distribution to candidates at the start of the project and allow the candidates seven days to select their portfolio. Each candidate should then be allocated a nominal sum of £100,000 to be split equally between the chosen shares. These will now form the basis of the candidate’s portfolio. For the purposes of establishing the portfolio it is necessary to: • calculate the costs of investing in each company At the end of this stage the candidate will provide a brief Action Plan which: • confirms the chosen portfolio Once the project portfolio has been established centres should take a copy of the original logbook entries for each candidate. Candidates will now be required to develop the portfolio by: • maintaining records as detailed above This Investigation Report may be completed a half to two-thirds of the way through the project. Centres may prefer to have this part of the project included as part of the final report. The candidate should: • deliver a written report that provides: If centres would prefer this report to be delayed to the end it is important that the above can be readily ascertained from the candidate’s final report. The culmination of the investigative report will be preparation of the candidate’s Evaluation Report into the performance of the companies and their shares. This will require: • completion of the logbook with details of: NB Data relating to share prices and indices should be provided in graphical format.
A suggested format for the candidate’s logbook follows on pages 11–13.
Share Prices
Share Prices Assessment task
Assessment checklists In order to comply with the design rules, candidates must produce a report for each of the three distinct sections: • evidence of planning The balance between these sections is indicated in the table: Graded Unit These distinctions are based on the following considerations:
Developing: The development effort is likely to be ongoing throughout the project. It is possible that some of the development stage will be discussed during the evaluating stage. Evaluating: After the implementation stage it will be possible to evaluate both the implementation itself and the tie-up between design and implementation. It is possible that the documentation could be presented as a single report. Project Stage Minimum Evidence Requirements Suggested Mark Allocation • justification for the selection of these shares • identification of the methods of research and sources to be used • development of a strategy for managing the investigation, taking account of factors including time management • setting objectives for gathering information Stage 3 — Evaluating • evaluating important and relevant issues relating to each company, sector and the market as a whole • analysis of financial and other factors relating to each company sector and the market nationally and internationally • suitable presentation of data in a graphical and numerical format • relevant conclusions on the recent and likely future performance of the chosen companies
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Report skeleton The Project Report could take the following format: 1 Planning 1.1. Companies selected for project 1.2. Approach to the project 1.3. Justification for choices 1.4. Plan for carrying out project 1.5. Resources required 2 Developing 2.1 Project Plan: a project plan and schedule for gathering information 2.2 Issues being considered for research 2.3 Methods to be used for carrying out research 2.4 Details of information gathered to date 3 Evaluation 3.1 Criteria for Evaluation 3.2 留学生论文网Company share performance – there should be a separate section for each company 3.3 Sector performance 3.4 Market performance 3.5 Reasons for share price variances 3.6 Graphical presentation of share performance 3.7 The future performance of the companies 3.8 Conclusions
Class Group Candidate * Mark as appropriate
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