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Written Assignment Tip Sheet Certificate IV in Finance and Mortgage Broking (CIVMB_AS_v4) Before you begin Read everything in this document before you start your written assignment for Certificate IV in Finance and Mortgage Broking (CIVMB_AS_v4). About this document This document includes the following parts: • Instructions for completing and submitting this assignment • Section 1: Case study 1 — Philip and Jennifer Brown A case study with a series of short-answer questions: – Task 1 — Gathering and documenting client information – Task 2 — Assessing the clients’ situation – Task 3 — Borrowing Options – Task 4 — Reasonable enquiries – Task 5 — First Home Owners Grant – Task 6 —Philip and Jennifer’s professional network – Task 7 — Interest rates • Section 2: Case study 2 — Richard and Pauline Jackson A case study and a series of short-answer questions: – Task 8 — Establishing level of financial knowledge – Task 9 — Responsible lending obligations – Task 10 — Self Employed special considerations – Task 11 — Advising on strategies – Task 12 — Impact of credit history – Task 13 — External dispute resolution – Task 14 — Effective access to files • Appendix 1: Client information collection tool/Fact Finder. 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 Certificate IV in Finance and Mortgage Broking (CIVMBv4) subject room. CIVMB_AS_TipSheet_v4Part 1: Instructions for completing and submitting the written assignment Completing the 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 these assignments. • Name your file as follows: Studentnumber_SubjectCode_Submissionnumber (e.g….