BSBPEF501 - Personal and Professional Development Plan v1.0

BSBPEF501 – Manage personal and professional development (Release 1) Activity 1 - Personal and Professional Development Plan Personal and Professional Development Plan Activity 1 Page | 1 of 6 © Real Estate Academy Australia RTO 32436 Version 1.1 – January 2022

BSBPEF501 – Manage personal and professional development (Release 1) Activity 1 - Personal and Professional Development Plan What you need to do: Answer the questions below by writing in the space provided. You are required to answer all questions correctly. If correct, you will see ‘Satisfactory’ or if incorrect you will see ‘Not Satisfactory’ in your grades section of your learner portal next to the assessment name. The assessor will provide feedback and a Record of Results in the assessment task once graded. You will be required to resubmit your work for any ‘Not Satisfactory’ assessment tasks. What you will need: Use the learner material provided in your online student portal as well as research materials such as books, internet, magazines, workplace documentation etc. to assist you in gaining the knowledge required to answer the questions. Remember that the assessment is self-paced and open book. You can use whichever resources you have to answer the questions. What you need to submit: Your answers to these questions. How to Submit your Assessment: Upload your completed document into the “BSBPEF501 – Activity 1 assessment task [1] in your learner portal. You can drag and drop the file into the window or use the add file icon in the top left of the submission window and select the file your wish to upload by using the browse/choose file option. Click on finish attempt to submit it for grading. Page | 2 of 6 © Real Estate Academy Australia RTO 32436 Version 1.1 – January 2022

BSBPEF501 – Manage personal and professional development (Release 1) Activity 1 - Personal and Professional Development Plan Question 2 Use the Eisenhower’s Principle to prioritise these goals and sort them into the four quadrants.  Urgent Non-Urgent Important 1. Achieve Diploma in Mortgage Broking 2. Open a private limited company for mortgage broking 3. Able to obtain MFAA accreditation 4. Able to get the accreditation from banks 5. Ensure to spend time for physical activity 6. Spend quality time with my family 7. Maintain finances in a healthy manner. 1. Ensure that I have repeated customers who have full trust in the benefits my company can provide 2. Ensue enough time is reserved for family goals around kids education. Not Important 1. Ensure the company is listed on the stock exchange. 2. Walk 10k steps per day 3. Ensure enough financial planning is done to take care of the retirement funds 4. Read one new book per week 1. Ensure this company becomes a nationwide entity. 2. Read 30 books at a minimum for the full year Page | 4 of 6 © Real Estate Academy Australia RTO 32436 Version 1.1 – January 2022

BSBPEF501 – Manage personal and professional development (Release 1) Activity 1 - Personal and Professional Development Plan Question 3 Choose one of your goals from the Urgent & Important quadrant and use it to complete the Personal and Professional Development plan provided.  Name: Shilpa Sanwlani Date:   9 th Feb 2024   Goal chosen:  Achieve Diploma in Finance & Mortgage Broking     Break down the task and activities in priority order to achieve your goal in the table below: Education & Training Needs Type of development Timescales Comments Provide a specific description of the skills and knowledge Course, Workshop, Conference, Self- development etc… E .g., End of April, to be completed in the next 6 months, over next 1-2 years etc… i .e., how does this contribute to broader organisation goals  Knowledge of the products       Course and bank product brochures Next 3 months This knowledge will help in pitching the right products to the customers.    Finish Diploma training and certification     Diploma in Finance & Mortgage Broking Next 6 months Provides a framework of knowledge that I can build on in my role as a mortgage broker with my employer   ..         ..   ..   ..       ..     ..   ..   ..   Page | 5 of 6 © Real Estate Academy Australia RTO 32436 Version 1.1 – January 2022