Establishing Level of Financial Knowledge - Lending Obligations - Accounting Assignment Answer

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  • University :

    Kaplan Business School

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Accounting Assignment Task

•    Instructions for completing and submitting this assignment

•    Section 1: Case study 1 — Philip and Jennifer Brown

      A case study with a series of short-answer questions:

      –    Task 1 — Key terms, gathering and documenting client information

      –    Task 2 — Assessing the clients’ situation

      –    Task 3 — Borrowing options

      –    Task 4 — Reasonable enquiries

      –    Task 5 — First Home Owners Grant and home buyer assistance schemes

      –    Task 6 —Professional network and loan settlement process

      –    Task 7 — Interest rates

•    Section 2: Case study 2 — Richard and Pauline Jackson

      A case study and a series of short-answer questions:

      –    Task 8 — Establishing level of financial knowledge

      –    Task 9 — Responsible lending obligations

      –    Task 10 — Self-employed special considerations

      –    Task 11 — Advising on strategies

      –    Task 12 — Impact of credit history

      –    Task 13 — Dispute resolution

      –    Task 14 — Effective access to files

•    Section 3: Case study 3 — Mary Jane Smith

      A case study and a series of short-answer questions:

      –    Task 15 — Prepare and check a loan application

•    Section 4: Working in financial services

      –    Task 16 — Financial services legislation and industry codes of practice

      –    Task 17 — Design a document

      –    Task 18 — Applying principles of professional practice to work in the financial services industry

      –    Task 19 — Develop and maintain in depth knowledge of products and services used by an organisation

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  • Posted on : December 03rd, 2018
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