Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSFMB401A Mapping and Delivery Guide
Prepare loan application on behalf of finance or mortgage broking clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSFMB401A - Prepare loan application on behalf of finance or mortgage broking clients |
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Description | This unit describes the performance outcomes, skills and knowledge required to prepare a client loan application to a relevant lender and present and process the loan using appropriate channels. Assistance with loan settlement may also apply.This unit may apply to job roles subject to licensing, legislative, regulatory or certification requirements so Commonwealth, State or Territory requirements should be confirmed with the relevant body. | ||
Employability Skills | This unit contains employability skills. | ||
Learning Outcomes and Application | This unit applies to job roles evaluating loan applications in the finance and mortgage broking industries. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Compile necessary information |
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Element: Prepare loan documentation |
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Element: Present documentation for assessment |
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Element: Maintain communication with relevant parties |
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