Broker Training
Master broker training skills to advise clients on savings, mortgages, loans, and simple investments while staying compliant. Learn to assess risk, compare products, build clear recommendations, and grow a trusted, client-focused finance practice. This course equips you with practical tools for ethical financial guidance towards home ownership.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Broker Training provides practical skills to guide clients through savings, debt, and simple investment choices while preparing for home purchase goals. Learn to assess affordability, compare mortgages, personal loans, and low-risk products, build clear recommendations, meet compliance and ethics standards, and document every step for transparent, suitable, and implementable advice.
Elevify advantages
Develop skills
- Retail credit structuring: design compliant, cost-efficient loans and mortgages.
- Client profiling mastery: analyse cash flow, risk tolerance, and home-buying goals.
- Investment selection: build simple ETF and fund portfolios for 5–7 year targets.
- Savings optimisation: compare banks, APY, and deposit products for secure yield.
- Ethical brokerage practice: apply suitability, disclosure, and audit-ready records.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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