Certificate IV in Finance and Mortgage Broking Oral Project

This document presents a student's oral project for the Certificate IV in Finance and Mortgage Broking. The project encompasses several parts, including preparation for the oral assessment with questions on interpersonal communication and email composition. It also requires the identification of resources for audio recording. The core of the project involves audio-recorded responses to questions, as well as multiple role-playing scenarios with volunteers. These role plays simulate interactions with clients, addressing loan proposals, and demonstrating communication skills. The project is designed to assess the student's competence in various aspects of finance broking, including client needs identification, presenting options, and adhering to industry regulations. The student needs to submit this document along with the audio recordings to demonstrate their understanding of the subject matter.

Oral Project
CIVMB_OR_Audio_v5A1

Audio
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Certificate IV in Finance and Mortgage Broking
(CIVMB_OR_Audio_v5A1)
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Student identification (student to complete)
Please complete the fields shaded grey.
Student number
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Oral project result (assessor to complete)
Result — first submission Not yet demonstrated
Parts that must be resubmitted
Result — resubmission (if applicable) Not applicable
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Result summary (assessor to complete)
Time First submission Resubmission (if required)
Preparation
for oral
assessment
Part 1: Instructions n/a n/a
Part 2: Preparation for oral project Not yet demonstrated Not applicable
Oral
assessment
Part 3: Oral response to questions 10 minutes Not yet demonstrated Not applicable
Part 4: Role play 10 minutes Not yet demonstrated Not applicable
Part 5: Role play 5 minutes Not yet demonstrated Not applicable
Part 6: Role play 5 minutes Not yet demonstrated Not applicable
Total time required 30 minutes
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Feedback (assessor to complete)
[insert assessor feedback]
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Before you begin
Read everything in this document before you start your oral project by audio recording.
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About this document
This document is the oral project — half of the overall written and oral project.
This document includes the following parts:
• Part 1: Instructions for completing and submitting this project
• Part 2: Preparation for oral assessment
• Part 3: Oral responses to questions (10 minutes)
• Part 4: Role play (10 minutes)
• Part 5: Role play (5 minutes)
• Part 6: Role play (5 minutes).
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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 oral project within your enrolment period. Your study plan is in the KapLearn
Certificate IV in Finance and Mortgage Broking (CIVMBv5A1) subject room.
You will need to start preparing for your oral project a few weeks before the written and
oral project is due.
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Part 1: Instructions for completing and submitting
this oral project
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Completing the oral project
For this oral project you are required to complete the following tasks:
• Part 2: Preparation for oral assessment: You must complete and submit your responses in this
document.
• Part 3: Oral response to questions: To be completed by audio recording.
Your assessor will complete the checklist.
• Part 4: Role play: To be completed by audio recording with a volunteer.
Your assessor will complete the checklist.
• Part 5: Role play: To be completed by audio recording with a volunteer. You must also complete
and submit the Prospect Register in this document. Your assessor will complete the checklist.
• Part 6: Role play: To be completed by audio recording with a volunteer.
Your assessor will complete the checklist.
More information regarding requirements for the oral project are provided in the resources in
your subject in KapLearn.
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