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Project Diploma of Finance and Mortgage Broking Management

   

Added on  2020-06-05

106 Pages27174 Words54 Views
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Project
Diploma of Finance and Mortgage Broking
Management (DIPMB_AS_v1A3)
Client identification
(client to complete)
Please complete the fields shaded grey.
Project result (assessor to complete)
Result — first submission (Details for each activity are shown in the table below)
Not Yet Competent
Parts that must be resubmitted:
1, 2, 3, 7 and 8
Result — resubmission (if applicable)
Project Diploma of Finance and Mortgage Broking Management_1

Result summary
(assessor to complete)
First submission Resubmission (if
required)
Section 1
Task 1 Not Yet Demonstrated Not Yet Demonstrated
Task 2 Not Yet Demonstrated Not Yet Demonstrated
Task 3 Not Yet Demonstrated Not Yet Demonstrated
Section 2
Task 4 Demonstrated Demonstrated
Task 5 Demonstrated Demonstrated
Task 6 Demonstrated Demonstrated
Task 7 Not Yet Demonstrated Not Yet Demonstrated
Task 8 Not Yet Demonstrated Not Yet Demonstrated
Task 9 Demonstrated Demonstrated
Feedback
(assessor to complete)
Reasonable work for the first attempt and to finalise this project, please review the feedback for Tasks 1, 2,
3, 7 & 8 and then resubmit for further assessment.
You might also like to review my feedback for Task 5 as well but you do not have to resubmit this Task.
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Before you begin
Read everything in this document before you start your project for .
About this document
This document includes the following parts:
Instructions for completing and submitting this project
Results and feedback
Section 1: Complex lending and broking
Section 2: Business management skills
Instructions for completing and submitting
this project
How to use the study plan
We recommend that you use the study plan for this subject to help you manage your time to
complete the project within your enrolment period. Your study plan is in the KapLearn
subject room.
Completing the project
The project
This project is split over 2 sections. The information and data you need to complete Sections 1 & 2
is presented in case studies at the beginning of those sections and each task.
Section 1: Complex Lending and Broking
The first section on complex lending and broking, requires you to answer the questions for one (1)
of the three (3) available case studies. Each case study focuses on different lending scenario, (see
diagram below).
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Project Diploma of Finance and Mortgage Broking Management_4

Section 2: Business management skills
Section 2 requires you to complete the six (6) tasks as listed in this template.
SECTION1 SECTION2
3questions
6questions
Choose
one path PLUS
CaseStudyA
CaseStudyB
CaseStudyC
Investment PropertyFinance
Commercial Equipment Finance
Commercial PremisesFinance
OR
OR
Task49
Business
Word count
The word count shown with each question is indicative only. You will not be penalised for
exceeding the suggested word count. Please do not include additional information which is outside
the scope of the question.
Additional research
When completing this project, assumptions are permitted although they must not be in conflict with
the information provided in the Case Studies.
You may also be required to source additional information from other organisations in the finance
industry to find the right products or services to meet your client’s requirements, or to calculate any
service fees that may be applicable.
Saving your work
Download this document to your desktop, type your answers in the spaces provided and save your
work regularly.
Use the template provided, as other formats will not be accepted for these projects.
Name your file as follows: Clientnumber_SubjectCode_Submissionnumber
(e.g. 12345678_DFP1B_Submission1).
Include your client ID on the first page of the project.
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Project Diploma of Finance and Mortgage Broking Management_5

Before you submit your work, please do a spell check and proofread your work to ensure that
everything is clear and unambiguous.
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Project Diploma of Finance and Mortgage Broking Management_6

Submitting the project
You must submit your completed project in a compatible Microsoft Word document.
You need to save and submit this entire document.
Do not delete/remove any sections of the document template.
Do not save your completed project as a PDF.
The project must be completed before submitting it to Kaplan Professional Education.
Incomplete projects will be returned to you unmarked.
The maximum file size is 5MB. Once you submit your project for marking you will be unable
to make any further changes to it.
You are able to submit your project earlier than the deadline if you are confident you have
completed all parts and have prepared a quality submission.
The project marking process
You have 12 weeks from the date of your enrolment in this subject to submit your
completed project.
Should your project be deemed ‘not yet competent’ you will be give an additional four (4) weeks to
resubmit your project.
Your assessor will mark your project and return it to you in the subject room in KapLearn under
the ‘Assessment’ tab.
Make a reasonable attempt
You must demonstrate that you have made a reasonable attempt to answer all of the questions in
your project. Failure to do so will mean that your project will not be accepted for marking;
therefore you will not receive the benefit of feedback on your submission.
If you do not meet these requirements, you will be notified. You will then have until your
submission deadline to submit your completed project.
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How your project is graded
Project tasks are used to determine your ‘competence’ in demonstrating the required knowledge
and/or skills for each subject. As a result, you will be graded as either competent or not yet
competent.
Your assessor will follow the below process when marking your project:
Assess your responses to each question, and sub-parts if applicable, and then
determine whether you have demonstrated competence in each question.
Determine if, on a holistic basis, your responses to the questions have
demonstrated overall competence.
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