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FNS50315 Diploma Of Finance And Mortgage Broking Management

tag 4 Downloads32 Pages / 7,806 Words

Question:

In order to be deemed competent, you will need to evidence the ability to:
 
• Develop detailed broking options designed to maximise the client’s outcomes and reach client objectives which incorporate elements from research and which address complex needs and issues
• Identify and describe key assumptions upon which the plan is based
• Provide a detailed analysis of research strategies and findings
• Test and make appropriate checks on a proposed plan for its integrity and compliance
• Assess the impacts of taxation, social security, economic and other government policies on client investment and financial requirements
• Interpret and comply with industry regulations and codes of practice
• Identify the roles of associated financial advisers and work effectively with them
• Assess broking options, financial markets and investment characteristics
• Use appropriate sales and marketing methodologies and provide justification and research evidence
• Gain client feedback on and/or agreement to the plan
• Prepare materials and personnel to effectively implement complex loan structures
• Establish appropriate audit trails and effectively document records and data.
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My Assignment Help (2020) Diploma Of Finance And Mortgage Broking Management [Online]. Available from: https://myassignmenthelp.com/free-samples/fns50315-diploma-of-finance-and-mortgage-broking-management/local-municipal-council.html
[Accessed 27 October 2021].

My Assignment Help. 'Diploma Of Finance And Mortgage Broking Management' (My Assignment Help, 2020) <https://myassignmenthelp.com/free-samples/fns50315-diploma-of-finance-and-mortgage-broking-management/local-municipal-council.html> accessed 27 October 2021.

My Assignment Help. Diploma Of Finance And Mortgage Broking Management [Internet]. My Assignment Help. 2020 [cited 27 October 2021]. Available from: https://myassignmenthelp.com/free-samples/fns50315-diploma-of-finance-and-mortgage-broking-management/local-municipal-council.html.


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