Complex Lending and Broking - DIPMB2_AS_v3

Written
DIPMB2_AS_v3

Complex Lending and Broking
(DIPMB2_AS_v3)
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Student identification(student to complete)
Please complete the fields shaded grey.
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Written Assessment result (assessor to complete)
Result — first submission Not yet demonstrated
Parts that must be resubmitted
1,2,3,4
Result — resubmission (if applicable) 2,3 Not yet demonstrated
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Result summary(assessor to complete)
First submission Resubmission (if required) Resubmission (if required)
Task 1 Not yet demonstrated Demonstrated Not applicable
Task 2 Not yet demonstrated Not yet demonstrated Not applicable
Task 3 Not yet demonstrated Not yet demonstrated Not applicable
Task 4 Not yet demonstrated Demonstrated Not applicable
Task 5 Demonstrated Demonstrated Not applicable
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Feedback(assessor to complete)
To finalise this assessment you need to revisit the above tasks and resubmit for further assessment.
Assessment should be in your own words , so should not need references
Please use a different colour for your additional work and leave the assessor comments and gradings intact
Comments on resubmission.
Need to follow assessor comments exactly and very closely and then submit again for assessment. Please ensure every aspect
requested is addressed
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Before you begin
Read everything in this document before you start your written assessment for the Complex
Lending and Broking (DIPMB2_AS_v3) subject.
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About this document
This document is the written assessment and includes the following:
• Instructions for completing and submitting this writtenassessment
• Section 1: Case Study A – Ray Murdoch and Steve Brown – Commercial Equipment Finance
– Task 1a –Identify the clients’ complex broking needs
– Task 2a – Develop complex broking options
– Task 3a – Implement complex loan structures
– Task 4a- Detailing analysis findings
• Section 2: Case Study B – Bill Smith and John Jones – Commercial Premises Finance
– Task 1b – Identify the clients’ complex broking needs
– Task 2b – Prepare complex broking options
– Task 3b – Implement complex loan structures
– Task 4b–Detailing analysis findings
• Section 3: Improving practice performance
– Task 5–Develop, research and monitor plans to improve performance
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