FNS40815 CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING

FNS40815 CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING – ASSESSMENT TASKS Page 1
© Copyright 2020 The National Finance Institute V.010920
EXERCISE 3
To be completed by the Trainee
You must include this page with your Exercise 3 submission
Alternatively you can retype the details as a front page to your Exercise
Trainee name _________________________________________________________________________

By your submission you are stating that this Exercise contains no answers which have been
completed by another person. You acknowledge that your assessment marking may be
compromised if it is found to be otherwise.
Date _______________________________________________
Submissions can be mailed to NFI, P.O. Box 1354, Capalaba B.C. Qld 4157 OR
Email to assessments@financeinstitute.com.au (if emailing you must adhere to the emailing size rules)
OFFICE USE ONLY BELOW HERE
Date received by NFI ____________________ Date received by Assessor ______________________
Name of Assessor ______________________________________________________________________
Date assessed ____________________________ Mark ____________________

Assessor’s Comments: ………………………………………………………………………………………
……………………………………………………………………………………………………………………..
……………………………………………………………………………………………………………………..
……………………………………………………………………………………………………………………..
Further action required (if applicable) ______________________________________________________
FNS40815 CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING – ASSESSMENT TASKS Page 2
© Copyright 2020 The National Finance Institute V.010920
EXERCISE 3
Summary
For this Exercise you are required to produce 10 new files. At the end of the task, you
are required to create a zip file containing all 10 files. Creating a zip file forms part of
your assessment process of this exercise. This zip file should then be emailed or
uploaded for assessment. Your Zip file should be named “[Your Name], Exercise 3”.
Tip: if you do not already have Microsoft Office software you can obtain free trials on the internet.
Below is a suggested site at which you can trial the software for free (or buy it). You may need
to provide a credit card as security but as long as you cancel your trial before the 30 days has
expired, there will be no charge.

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TASK
Total marks possible 50
Activity 1 (3 marks)
Creating three different styles of file
Open each of the following Microsoft (or equivalent) programs:
1. Excel
2. Word
3. PowerPoint
Open/create a new file, ie. a blank document in each of the programs. Type your name
into the blank page and save this blank page in each of these programs with the filename
“Exercise 3 Activity 1”. Close each document and end the program. This will result in 3
new files, with 3 different file extensions.
Activity 2 (5 marks)
Creating a formatted business letter
Create a 1 page pretend business letter of three paragraphs, on a topic of your choice
and format the letter as follows:
a) Use Times New Roman font size 12
b) Insert/paste a copy of your logo (or a pretend logo if you don’t have one) at the
top right hand side of the page
c) Insert the date in the top right hand corner of the document below the logo
d) Justify the first paragraph
e) Left align the second paragraph
FNS40815 CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING – ASSESSMENT TASKS Page 3
© Copyright 2020 The National Finance Institute V.010920
f) Centre the third paragraph
g) Make the line spacing for the first paragraph 1.5 lines
h) Make the line spacing for the second paragraph 2 lines ie. double spaced
i) Save the document as “Exercise 3 Activity 2” as the file name
Activity 3 (5 marks)
Creating a spreadsheet
We want to summarise the petrol spent on 5 different cars using a spreadsheet.
• Open a new Microsoft Excel spreadsheet
• Leave the first column blank
• Across the top row create a column for each car called– Car1, Car2, Car3, etc.
• Add row columns titles according to Fortnight and a Monthly Total title
• Beneath each car, insert the fortnightly totals provided below
• Using the AUTOSUM tool, calculate the monthly total for each car
• Save your file, calling it “Exercise 3 Activity 3”
Car1: Fortnight 1 – $450, Fortnight 2 – $490
Car2: Fortnight 1 – $500, Fortnight 2 -$542
Car3: Fortnight 1 – $620, Fortnight 2 – $645
Car4: Fortnight 1 – $490, Fortnight 2 – $511
Car5: Fortnight 1 – $415, Fortnight 2 – $478
Your table structure in Excel should look like this:

Activity 4 (3 marks)
Creating an email
Open your Email software and create a new email. In the content invite someone you
know to an information meeting.
– Use fictitious information to create the document requesting a meeting in
about a week’s time.
– If you have a logo please include this under your name/signature line.
– Insert a picture in the middle of your content
– Save your file, calling it “Exercise 3 Activity 4” (if you cannot save your Email
then do a screen print and paste into a Word document)
FNS40815 CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING – ASSESSMENT TASKS Page 4
© Copyright 2020 The National Finance Institute V.010920
Activity 5 (2 points)
Relaying what you are doing
In Activity 2 above, you created a business document by following the instructions we
gave you. Your boss has just asked you the question “How did you create this
document”. Create a new document and describe to him by summarising, just how you
created it and what formatting techniques you used. Save this new document file, calling
it “Exercise 3 Activity 5”
Activity 6 (5 marks)
Microsoft HELP and Templates
Open Microsoft Help. Search for help on how to Create a Document using a Template.
Your task is then to create a simple pretend one page resumé using a resumé template
that you choose. When completed, save as ‘Exercise 3 Activity 6”.
Activity 7 (10 marks)
Formatting text in word processing
Create a new Word document and retype the text provided in the box below.
Once the document is typed
– centre and resize the heading
– highlight the two paragraphs and reformat into two columns
– increase the margins for the top and bottom using the ruler/drag method
– increase the left and right margins using ‘Page Setup’
– save the document as “Exercise 3 Activity 7”
Manager Wanted
The new manager will be responsible for overseeing and leading the work of a
group of people. The manager will also be responsible for planning and maintaining
work systems, procedures, and policies that enable and encourage the optimum
performance of our people and other resources within related business units.
Leading people is usually part of the description of what a manager does. But, he
or she is also responsible for leadership over a segment of work, a sub-section of
the organisation’s results, or a functional area within an organisation with or without
reporting staff. If a manager has no reporting staff members, the Human Resources
segments of this job description may be eliminated or narrowed.
FNS40815 CERTIFICATE IV IN FINANCE AND MORTGAGE BROKING – ASSESSMENT TASKS Page 5
© Copyright 2020 The National Finance Institute V.010920
Activity 8 (10 marks)
PowerPoint / Slide presentation
Open a PowerPoint or Slide program and create a four slide PowerPoint. Select your own
style from the templates provided and include the following information:
1. A header slide
2. An opening statement for your PowerPoint
3. An information page
4. A closing page
The topic can be anything of your choice. To access PowerPoint in Windows, click on ‘All
Programs’, click on ‘Microsoft Office’, click on ‘Microsoft PowerPoint’ and templates should
be displayed for a new presentation. When completed, save your PowerPoint file as
‘Exercise 3 Activity 8’.
Final Activity for Exercise 3 (7 marks)
Zipping your files
You have now created 10 files from the above 8 activities. Next you should go to the
folder where you have saved these 10 files, highlight and zip them into a file called “[Your
Name], Exercise 3”.
WHAT TO DO WITH YOUR ZIP FILE:
The creation of your final Zip file will conclude your Exercise 3 assessment. This zip
file should be sent to us by ONE of the three options below:
Either: Email to NFI (with your other assessment files at the same time) –
assessments@financeinstitute.com.au
OR, upload into the e-learning platform for Exercise 3 (in the same way you would
upload your Exercise 1 and 2 answers)
OR, if you are mailing by Australia Post, then all contents of your zip file should be
printed and included in your mailed envelope.
This completes your Exercise 3
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