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Assignment Task
 

 

Written Assignment

  • Certificate IV in Finance and Mortgage Broking 
  • Student identification (student to complete)
  • Please complete the fields shaded grey.
  • Student number Written assignment overall result (assessor to complete)
  • First submission Not yet demonstrated
  • Resubmission (if applicable) Not applicable
  • Result summary (assessor to complete)
  • Section 1: Case study 1 — Philip and Jennifer Brown First submission Resubmission (if required)
  • Task 1 — Key terms, gathering and documenting client informationNot yet demonstrated
  • Not applicable
  • Task 2 — Assessing the clients’ situationNot yet demonstrated
  • Not applicable
  • Task 3 — Borrowing optionsNot yet demonstrated
  • Not applicable
  • Task 4 — Reasonable enquiriesNot yet demonstrated
  • Not applicable
  • Task 5 — First Home Owners Grant and home buyer assistance schemesNot yet demonstrated
  • Not applicable
  • Task 6 — Professional network and loan settlement processNot yet demonstrated
  • Not applicable
  • Task 7 — Interest ratesNot yet demonstrated
  • Not applicable
  • Section 2: Case study 2 — Richard and Pauline Jackson
  • Task 8 — Establishing level of financial knowledgeNot yet demonstrated
  • Not applicable
  • Task 9 — Responsible lending obligationsNot yet demonstrated
  • Not applicable
  • Task 10 — Self-employed special considerationsNot yet demonstrated
  • Not applicable
  • Task 11 — Advising on strategiesNot yet demonstrated
  • Not applicable
  • Task 12 — Impact of credit historyNot yet demonstrated
  • Not applicable
  • Task 13 — Dispute resolutionNot yet demonstrated
  • Not applicable
  • Task 14 — Effective access to filesNot yet demonstrated
  • Not applicable
  • Section 3: Case study 3 — Mary Jane Smith
  • Task 15 — Prepare and check a loan applicationNot yet demonstrated
  • Not applicable
  • Section 4: Working in financial services
  • Task 16 — Financial services legislation and industry codes of practiceNot yet demonstrated
  • Not applicable
  • Task 17 — Design a documentNot yet demonstrated
  • Not applicable
  • Task 18 — Applying principles of professional practice to work in the financial services industryNot yet demonstrated
  • Not applicable
  • Task 19 — Develop and maintain in-depth knowledge of products and services used by an organisationNot yet demonstrated
  • Not applicable
  • Please note: To pass this written assignment, you will need to be assessed as DEMONSTRATED in either your first submission or your resubmission in all tasks above.
  • Task feedback
  • Please refer to the assessor’s detailed feedback found at the end of each task so that you know what to do for any tasks you need to resubmit.
  • Before you begin
  • Read everything in this document before you start your written assignment for STYLEREF "Subject Title & code" * MERGEFORMAT Certificate IV in Finance and Mortgage Broking (CIVMB_AS_v5A3).
  • About this document
  • This document is the written assignment — half of the overall Written and Oral Assignment.
  • This document includes the following parts:
  • •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 : November 23rd, 2019
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