BSBWOR501 FMB Assessment

Assessment cover sheet
In order for your assessment to be marked you must complete and
upload all tasks and this cover sheet via the AAMC Training Group
portal. Your assessment tasks must be uploaded in an electronic format i.e.
Word, Excel, PDF or Scan. A maximum of five (5) attachments (maximum
20MB each) can be uploaded for this assessment. Please see the step-by-step
instructions in your Member Area on how to upload assessments.
Student details
Course name
Assessment name BSBWOR501 FMB Assessment
Surname Given name
Address Postcode
Email
Phone Phone (other)
Current occupation
Industry Years in industry
When you upload your assessment you will be asked to confirm that your assessment
submission to AAMC Training is your own work and NOT the result of plagiarism or excessive
collaboration, and that all material used from any third party has been identified and
referenced appropriately. AAMC Training may conduct independent evaluation checks and
contact your supervisor to discuss your assessment.
Checklist of attachments:
☐ Task 1 – Short Answers
☐ Task 2 – Short Answers
☐ Task 3 – Report
Please indicate style of course undertaken:
☐ Correspondence ☐ Online ☐ Face to face
Trainer’s name:
Once your assessment has been uploaded it will be pending review with your
nominated course assessor and marked within 5-10 working days. You will
receive an email advising you have been marked as “satisfactory” or
“additional information required”.
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‘Assessment Query’ under the HELP tab on your Members Area dashboard
and a Student Support officer will respond.
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BSBWOR501 FMB Assessment
CREDIT TRANSFER
You may be able to claim credit transfer for a unit/s of competency that you
have previously completed with AAMC Training or another RTO. If you have
been awarded a record of result or statement of attainment for the units
detailed below then please go to the Credit Transfer tab in your Learning
Centre and follow the prompts.
This assessment relates to the following units of competency:
 BSBWOR501 Manage personal work priorities and professional
development
Please refer to AAMC Training’s full Recognition Policy for further details.
IMPORTANT INSTRUCTIONS
 Your answers to each of the tasks are to be typed into this document and
uploaded.
 No assessment word count has been specified although you are expected to
provide good quality answers to each of the questions.
 At the time of going to print the web links in this document were current. If
you find a broken link please research yourself and advise AAMC Training of
the issue.
 Although some general discussion between students covering the
assessment is allowed your responses to each of the questions must be an
individual effort.
 PLEASE NOTE: AAMC Training only wants to see your own work. Please do
not upload parts of the learning guide or instructions on how to complete.
When this extra information is uploaded it presents unnecessary work for the
assessors and in turn delays our assessment responses.
Complete the following tasks:
Task 1: Short Answers – Establish personal work goals
1. In your opinion what leadership style/s do you believe is the most
appropriate for your business?
Democratic leadership will be suitable, as in this form of leadership style
members of group take more involvements in decision-making procedure.
There are many profits of participation way, it can build trust and upgrade
team spirit and cooperation from employees. It permits for creativity and
helps employees grow and evolve.
A2 Assessment V3.1

2. What ethical behaviours should you demonstrate if you want to be a
positive role model?
Leadership should maintain some ethical behaviour which are fair for the
employees such as, the leader must be clear and consistent with all employees
and also should be humble with them. For successful business the leaders
should believe in their employees. They should also demonstrate respect for
the human dignity.
3. a. Choose a goal from the list below that you would like to achieve as a
Broker within your first two years of operation.
 Settle $8 Million in loans
 Develop three new referral sources
 Win an achievement award for customer service
 To be the top performing broker within an established broking firm
b. Now write this goal as a SMARTER goal, using the table below to assist
you.
Chosen goal Win an achievement award for customer service.
Specific
Customer service goals will typically centre on
customer satisfaction, retention and
recommendation.
Measurable
Customers feedback will be taken at the end of
every purchase.
Achievable
by training the sales team to fulfill the needs of the
customer.
Realistic
customer service is a goal which can be attain by
action plan.
Time-based At the end of the year.
Ethical
Customers will not be forced for purchasing, no
unfair actions will be taken to grow services.
Reward/Re-
evaluate
New product will be launched because customer are
legal to the company.
4. Using your chosen smarter goal in Q3, apply your personal goal to a large
brokerage firm or agreement you have with an aggregator for your