Oprah's qualfication reflects the job roles of individuals working in finance broking (including mortgage broking). She can apply solutions to a defined range of unpredictable problems, and analyse and evaluate information from a variety of sources. Oprah may provide guidance to others and have limited responsibility for the output of others.

BSBITU306 Design and produce business documents

Oprah has the skills and knowledge required to design and produce various business documents and publications. This includes selecting and using a range of functions on a variety of computer applications.

FNSFMB402 Identify client needs for broking services

Oprah has achieved skills and knowledge required to determine clients’ finance broking requirements and explain capabilities, legal and compliance related issues so clients are aware of their rights.

FNSFMK505 Comply with financial services regulation and industry codes of practice

Oprah has attained the skills and knowledge required to ensure compliance with finance industry regulations and industry codes of practice on an organisational level.

FNSFMB401 Prepare loan application on behalf of finance or mortgage broking clients

Oprah is able 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

FNSINC401 Apply principles of professional practice to work in the financial services industry

Oprah has the skills and knowledge required to identify industry professional approaches to procedures, guidelines, policies and standards, including ethical requirements, and to model and meet expectations of these in all aspects of work

FNSCRD301 Process applications for credit

Oprah has accomplished the skills and knowledge required to apply product knowledge and advisory skills to identify, confirm and process applications for credit prior to assessment in accordance with organisational and legislative requirements

FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector

Oprah has the skills and knowledge required to develop and maintain an in-depth knowledge of the financial products and services provided by an organisation, or those an organisation uses, and how they may be applied to client needs.

FNSFMB403 Present broking options to client

Ned is able to collect information, conduct relevant research and develop and present broking options to clients

BSBCUS301 Deliver and monitor a service to customers

Ned has the skills and knowledge required to identify customer needs, deliver and monitor customer service and identify improvements in the provision of customer service.

FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers

Ned is able to communicate and network with a wide range of people, internal and external to the organisation, to increase efficiency, build continuing relationships and improve sales.

FNSFMB501 Settle applications and loan arrangements in the finance and mortgage broking industry

Ned has attained the skills and knowledge required to settle applications and loan arrangements for debt finance and undertake final arrangements to secure and complete the lending transaction for a client applying for a mortgage or related finance.

FNSSAM403 Prospect for new clients

Ned has achieved the skills and knowledge required to identify and contact potential client prospects using networks, leads and research skills as well as cold calling. Initial contact may happen over the phone or email, in person, at conferences and presentations, or through a variety of networking opportunities