Certificate IV in Finance and Mortgage Broking - Accounting & Finance Assignment Help

Assignment Task

Question 1
How do you assess the need to adjust your interpersonal style to effectively communicate with different types of clients? Provide two (2) examples (e.g. when you are dealing with a difficult client).

Question 2
You have a new client, Jeff Smith, and have just made an appointment to meet with him. Compose a professional email to send to Jeff, confirming the appointment, outlining the purpose and time of your first meeting. Your email should also name the document/s you have attached for him to read prior to this meeting. Ensure that you include the document/s relevant to Responsible lending disclosure obligations that must be provided before discussing credit activities with the client. (For this assessment there is no need to attach the document/s.)

Question 3
In Parts 3, 4, 5 and 6 of this assignment you will act as a broker and will be required to make an audio recording. Prepare a list of resources and equipment you will need for these oral tasks.

Question 4
Aside from the resources and equipment identified in Part 2 Question 3 of this assignment:
•What will you do to prepare for the delivery of the loan proposal in Part 4: Role play?
•What communication techniques would you use to respond to any difficult questions?
Note: You can refer to the case study information in Part 4 to answer this question.
This question demonstrates your ability to plan ahead for your interaction with the customer.

Question 5
In Part 5 of this oral assignment you will act as an Administrative Assistant and will be required to make an audio recording of two cold calls to prospective clients.
Visit the following website and the ‘Client prospecting Guidelines’ available in the toolbox and answer the following questions:<https://www.accc.gov.au/consumers/sales-delivery/telemarketing-door-to-door-sales>.
•Explain what you must and cannot do with telemarketing.
•How would you prepare for the call using the guidelines mentioned above?
•What would be some key points you would want to cover in your script?

Question 6
There have been recent changes to the level of ‘reasonable enquiries’ required to assess a client’s financial position making it necessary to obtain a number of additional documents to complete a more depth check of living expenses. Explain below how you would detail these changes to colleagues.

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