FNS40815 Certificate IV in Finance and Mortgage Broking

Question :

This assessment will provide certain questions which will demonstrate:

1. Elaborate cold calling and the prospective method given in it.
2. Whist are the interpersonal areas and techniques with which the communication is managed.
3. What are the effective legislation that will be applied in prospecting methods and working.

Answer :

Task 1 – Short Answer

In order to successfully complete some of the tasks in this assessment you should have access to the following documents. These are available in the AAMC Training Useful Resources or you may wish to find your own/use your company documents.

• Credit Guide – important facts about the business and products you provide
• Adviser Profile – this may be included in your credit guide and could be simply your licence number as the services you provide are one in the same as your licensee
• Client Needs Review – for client data gathering
• Preliminary Assessment