Broker Training
Acquire essential broker training skills to advise clients on savings, mortgages, loans, and straightforward investments whilst ensuring full compliance. Master risk assessment, product comparisons, clear recommendations, and develop a trusted, client-focused financial practice.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Broker Training equips you with practical skills to assist clients with savings, debt management, and basic investment options aimed at home purchase objectives. Discover how to evaluate affordability, compare mortgages, personal loans, and low-risk products, formulate transparent recommendations, adhere to compliance and ethical guidelines, and maintain comprehensive documentation for suitable, 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
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course duration?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course