Assignment Task
Assessment cover sheet
For your assessment to be marked, you must complete and upload all tasks and this cover sheet via the AAMC Training Group portal. Your assessment tasks must be uploaded in an electronic format, i.e., Word, Excel, PDF, or Scan. A maximum of five (5) attachments (maximum 20MB each) can be uploaded for this assessment. Please see the step-by-step instructions in your Member Area on how to upload assessments. Student detailsCourse name Diploma of Finance and Mortgage Broking ManagementStudent name When you upload your assessment, you will be asked to confirm that your assessment submission to AAMC Training is your own work and NOT the result of plagiarism or excessive collaboration. All material used from any third party has been identified and referenced appropriately. AAMC Training may conduct independent evaluation checks and contact your supervisor to discuss your assessment. Checklist of attachments: If you have queries relating specifically to your assessment, please log an ‘Assessment Query’ under the HELP tab on your Members Area dashboard, and a Student Support officer will respond. Alternatively, if you have an administration query, please go to ‘Admin Query’. For example, I am having trouble with uploading my assessments and require assistance – can you please help me with this?You may be able to claim credit transfer for a unit/s of competency that you have previously completed with AAMC Training or another RTO. If you have been awarded a record of result or statement of attainment for any of the units detailed below, then please go to the Credit Transfer tab in your Learning Centre and follow the prompts.
IMPORTANT INSTRUCTIONS
Your answers to each of the tasks are to be typed into this document or supplied electronically and uploaded. No assessment word count has been specified, although you are expected to provide good quality answers to each of the questions. Although some general discussion between students covering the assessment is allowed, your responses to each question must be an individual effort. PLEASE NOTE: AAMC Training only wants to see your own work. Please do not upload parts of the learning guide or instructions on how to complete. When this extra information is uploaded, it presents unnecessary work for the assessors and in turn delays our assessment responses.
Task – Short answers
- Describe how and where you can source relevant financial data when preparing a marketing plan.
- List five areas you must include in your marketing research.
- Why is it important to retain an existing client versus acquiring a new client?
- Describe at least five (5) strategies you would employ from your EXISTING clients to help you grow your practice.
- Rank these strategies in order of effectiveness. Justify these rankings and state the criteria by which you have developed the rankings.
- How would you implement these strategies in the form of a plan? Make sure you mention the role of other stakeholders you may consult and collaborate with to develop the plan.
- List all indicators that you would use as a benchmark to evaluate the success of the plan.
- Describe some of the problems you may encounter once you start implementing the plan.
- Would you stick with the plan, or would you change it as circumstances change?
- How do you protect your brand image/logo/unique wording? Why is it essential to build a brand for your business?
- What are three questions you may also ask yourself as part of evaluating your strategies' performance?
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