In order to complete this assessment, you are required to complete the following sections consecutively. Details and specific instructions are provided within each section and on the form/templates provided.
To find the relevant supporting documents, please refer to the Assessment Resources folder, located within the FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers section of your course. (Note: Not all units have assessment resources.)
Step 1: Download and review the document, “Professional Relationship Case Studies” located in the Assessment Resources folder.
Step 2: Respond to the questions 2.1-2.4, referring to the Professional Relationship Case Studies document when developing your responses:
2.1 Read Case Study 1. What could a Mortgage Broker learn from this case study about liaising, developing, and securing longstanding and effective relationships?
2.2 Read case study 2. Assume the purchaser has been referred to a commercial property conveyancer by the mortgage broker. How could the mortgage broker apply high level communication, negotiation, interpersonal and relationship management skills to avoid the situation described in the case?
2.3 With regard to Case Study 2, what goals, policies, or procedures of the mortgage broker’s organisation might need to be addressed?
2.4 Read case study 2. How should the mortgage broker have adapted to any special cultural needs of his client?
Checklist for submission
Please use the following list to ensure the correct amount and type of documents have been completed and are ready for submission.
? Assessment 2: The file name should include your first name and surname, i.e. Assessment 2 _FNSCUS501_Jo Brown.
Instructions for uploading
1. Log in to – RTO to add own link here
2. Locate and click on the submission link within this unit – FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers
3. Read additional instructions on the assignment submission page.
4. Click on the Choose File button
NOTE: Files can only be uploaded one at a time
5. Locate your file and click the Open button
6. Click the Upload this file button
7. Your uploaded document will appear above the Choose File button
Student Marking Guide
This guide provides an indication as to what the assessor is looking for in a satisfactory response. For all tasks, the student is required to use the correct industry specific terminology, satisfied all relevant legislation, industry standards and organisational requirements and indicated that they have accessed the required information sources.
Assessment task reference A satisfactory response requires the student to:
1 Liaise, develop, and secure longstanding and effective relationships
2 Apply high level communication, negotiation, interpersonal and relationship management skills
3 Interpret and apply the goals, policies, and procedures of the organisation
4 Adapt to any special needs of clients, including cultural, language, race, religion, ethnic origin, socio-economic status, and demographic needs.
To complete this assessment, you must complete the components listed below in the sequence listed. Details and explicit instructions are provided within each area as well as on the provided forms/templates.
Documents supporting your claim
Please go to the Assessment Resources folder, which is found inside the FNSCUS501 Develop and cultivate connections with clients, other professionals, and third party referrers section of your course, to find the required supporting resources. (It should be noted that not all units have assessment resources.)
Step 1: Open the Assessment Resources folder and download and read the document “Professional Relationship Case Studies.”
Step 2: Respond to questions 2.1-2.4, referencing the Professional Relationship Case Studies PDF as needed:
2.1 Examine the Case Study 1. What can a Mortgage Broker learn about liaising from this case study?