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Finance Broker Course

Finance Broker Course
from 4 to 360h flexible workload
certificate recognized by the MEC

What will I learn?

Take your finance career to the next level with our Financial Broker Course, designed for professionals keen to get to grips with the mortgage market. Get the inside track on current mortgage rates, types, and what's trending. Learn how to put together mortgage plans that fit like a glove by factoring in what your clients are aiming for, working out loan amounts, and picking the best interest rates. Sharpen your skills in putting together financial presentations that pack a punch and getting to know your client's background. Get good at sizing up mortgage options and talking to clients in plain English to ease their worries and highlight the main advantages.

Elevify advantages

Develop skills

  • Analyse mortgage market trends to steer clients in the right direction.
  • Develop mortgage plans that are tailor-made to line up with what clients want to achieve financially.
  • Put together financial presentations that are clear, to-the-point, and have visuals that grab attention.
  • Size up mortgage options to find the perfect fit for client needs and how much risk they're willing to take.
  • Get the hang of talking to clients so you can set their minds at rest and point out the upsides.

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Prison System Intelligence Advisor and the course from Elevify was crucial in my selection.
EmersonPolice Investigator
The course was essential in meeting my boss's and the company's expectations.
SilviaNurse
Very excellent course. Lots of valuable information.
WiltonCivil Firefighter

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