Highlights
Task:
This document is the written assignment and includes the following:
•Instructions for completing and submitting this written assignment
•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
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 assignment within your enrolment period. Your study plan is in the KapLearn Complex Lending and Broking (DIPMB2_v3) subject room.
Instructions for completing and submitting this written assignment
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 assignment.
•Name your file as follows: Studentnumber_SubjectCode_Assignment_versionnumber_Submissionnumber (e.g. 12345678_DIPMB2_AS_v3A1_Submission1).
•Include your student ID on the first page of the written assignment.
Before you submit your work, please do a spell check and proofread your work to ensure that everything is clear and unambiguous.
The written assignment
The information and data you need to complete this written assignment is presented in the case studies at the beginning of each task.
This written assignment 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.
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 assignment, 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.
Submitting the written assignment
Only Microsoft Office compatible written assignments submitted in the template file will be accepted for marking by Kaplan Professional Education. You need to save and submit this entire document.
Do not remove any sections of the document.
Do not save your completed written assignment as a PDF.
The written assignment must be completed before submitting it to Kaplan Professional Education. Incomplete written assignments will be returned to you unmarked.
The maximum file size is 20MB for the written assignment. Once you submit your written assignment for marking you will be unable to make any further changes to it.
You are able to submit your written assignment earlier than the deadline if you are confident you have completed all parts and have prepared a quality submission.
Please refer to the Assignment submission/resubmission instructions (pdf) in the Assessment section of KapLearn for details on how to submit your written assignment.
Your written assignment must be submitted on or before your due date. Please check KapLearn for the due date.
The written assignment marking process
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