Broker Training
Gain essential broker skills to advise on savings, debt management, mortgages, personal loans, and basic investments for home buying. Master affordability checks, product comparisons, ethical recommendations, compliance, and clear documentation to build trust and a solid practice.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Acquire hands-on broker skills to assist clients with savings plans, debt handling, and basic investments aimed at home ownership. Master assessing what clients can afford, comparing mortgages, loans, and safe options, crafting straightforward advice, following ethics and rules, and keeping detailed records for transparency and ease of action.
Elevify advantages
Develop skills
- Retail credit structuring: design compliant, cost-efficient loans and mortgages.
- Client profiling mastery: analyze cash flow, risk tolerance, and home-buying goals.
- Investment selection: build simple ETF and fund portfolios for 5–7 year targets.
- Savings optimization: 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 workloadWhat our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
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