Broker Training
Gain essential broker skills to advise clients on savings, mortgages, loans, and basic investments while ensuring full compliance. Master risk assessment, product comparisons, clear recommendations, and building a reliable, client-centred financial advisory practice.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This broker training equips you with hands-on skills to assist clients in savings, debt management, and straightforward investment options aimed at home buying. You will learn to evaluate affordability, compare mortgages, personal loans, and low-risk products, create straightforward recommendations, adhere to compliance and ethical guidelines, and maintain detailed records for transparent, appropriate, and actionable client advice.
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 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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