Written Assignment: Complex Lending and Broking (DIPMB2)

This document presents a written assignment for the DIPMB2 Complex Lending and Broking subject, focusing on commercial equipment finance. The assignment includes two case studies: one involving Ray Murdoch and Steve Brown seeking finance for a CNC machine for their pallet manufacturing business, and another involving Bill Smith and John Jones seeking commercial premises finance. The tasks require identifying complex broking needs, developing broking options, implementing loan structures, and detailing analysis findings. Furthermore, the assignment includes a section on improving practice performance, requiring the development, research, and monitoring of performance improvement plans. The assessment evaluates the student's ability to analyze financial scenarios, propose suitable lending solutions, and understand the practical aspects of complex lending and broking within a commercial context. The assignment emphasizes the application of financial principles and the ability to provide comprehensive financial solutions to meet client needs.

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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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 written assessment within your enrolment period. Your study plan is in the
KapLearnComplex Lending and Broking (DIPMB2v3) subject room.
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Instructions for completing and submitting this written
assessment
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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 this written assessment.
• Name your file as follows:
Studentnumber_SubjectCode_Assessment_versionnumber_Submissionnumber
(e.g. 12345678_DIPMB2_AS_v3_Submission1).
• Include your student ID on the first page of the writtenassessment.
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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The written assessment
The information and data you need to complete this written assessment is presented in the case
studies at the beginning of each task.
This written assessment covers complex lending and broking and requires you to answer the
questions for Section one (1)or Section two (2)and Section 3. Each case study focuses on a
different lending scenario.
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