Written Assignment Certificate Iv In Finance And Mortgage Broking (Cfmb_as_v2)

Written Assignment Certificate IV in Finance and Mortgage Broking(CFMB_AS_v2)Student identification ( student to complete )Please complete the fields shaded grey .Student numberWritten assignment result ( assessor to complete )Result first submissionParts that must be resubmittedResult resubmission (if applicable)Result summary( assessor to complete )Section 1: Industry knowledge First submission Resubmission (if required)Task 1 KeytermsTask 2 The Australian financial marketTask 3 Financial services legislation and industry codes of practiceTask 4 Products and servicesSection 2: Business skillsTask 5 Effective communicationTask 6 Professional developmentTask 7 Customer serviceTask 8 Respond and report on complaintsTask 9 Prospecting for new clientsTask 10 Professional networksTask 11 Managing informationDocument classification: Confidential Page 1 of 119Section 3: The lending processTask 12 Understanding the clients needsTask 13 Developing and presenting solutionsTask 14 Packaging the application to send to the lenderTask 15 Monitor the lending processSection 4: Case studiesTask 16 Case study: Purchasing an owner-occupied homeTask 17 Completing the Fact findTask 18 Assessing the clients situationTask 19 Presenting borrowing options and potential benefitsTask 20 Supporting the client to settlementTask 21 Case study: Refinancing a home loanTask 22 Preparing a Preliminary AssessmentTask 23 Case study: Purchasing an investment propertyTask 24 Preparing a loan proposalTask 25 Loan contracts and security documentationTask 26 Preparing the