Certificate IV in Finance and Mortgage Broking - Assessment

This assessment task is designed to demonstrate the skills and knowledge required to conduct a client relationship and comply with statutory, industry and organization compliance requirements. It includes identifying and interpreting compliance requirements, delivering and monitoring a service to customers, contributing to OHS hazard identification & risk assessment, managing personal work priorities and professional development, developing and nurturing relationships with clients, other professionals and third party referrers, promoting the effective use of credit, and preparing a loan application on behalf of mortgage broking clients.