Complex Lending and Broking (DIPMB2) Written Assessment - Kaplan

This document presents a written assessment for the Complex Lending and Broking (DIPMB2_AS_v3) subject, focusing on commercial equipment finance and commercial premises finance through two case studies. The assessment requires the identification of complex broking needs, development of broking options, implementation of loan structures, and detailing of analysis findings. Section 1 focuses on Ray Murdoch and Steve Brown, owners of Pallets-R-Us Pty Ltd, seeking finance for a CNC machine. Section 2 addresses Bill Smith and John Jones and their commercial premises finance requirements. Additionally, the assessment includes a section (Task 5) on improving practice performance, requiring research and development of plans to improve performance. The assignment is graded based on competence demonstrated in all tasks, with opportunities for resubmission if needed. The assessment covers various units of competency, including complex lending and broking, business management skills, and client relationship management.