Written Assignment Diploma Of Finance And Mortgage Broking Management (Dfmb1_as_v1a1)

Written Assignment Diploma of Finance and Mortgage Broking Management(DFMB1_AS_v1A1)Student identification ( student to complete )Please complete the fields shaded grey .Student numberWritten assignment overall result ( assessor to complete )First submissionResubmission (if applicable)DFMB1_AS_v1A1Document classification: ConfidentialResult summary ( assessor to complete )Section 1: Industry knowledge First submission Resubmission (if required)Task 1: Key termsTask 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: Respond and report on complaintsTask 8: Professional networksSection 3: The lending processTask 9: Understanding the clients needsTask 10: Developing and presenting solutionsTask 11: Packaging the application to send to the lenderTask 12: Monitor the lending processSection 4: Case Studies Task 13: Case study Purchasing an owner-occupied homeTask 14: Completing the Fact findTask 15: Assessing the clients situationTask 16: Presenting borrowing options and potential benefitsTask 17: Supporting the client to settlementTask 18: Case study Refinancing a home loanTask 19: Preparing a Preliminary AssessmentTask 20: Case study Purchasing an investment propertyTask 21: Preparing a loan proposalTask 22: Loan contracts and security documentationTask 23: Preparing the loan for settlementNot applicablePlease note: To pass this written assignment, you will need to be assessed as