Securities Broker Training Course
Gain essential skills as a securities broker: client assessment, KYC processes, order execution, risk control, portfolio building, selection of ETFs, shares, and bonds, plus ethical practices. Equip yourself to offer compliant, top-notch investment guidance confidently in a South African context.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Securities Broker Training Programme provides targeted, hands-on skills to assess clients, align strategies with objectives, and handle risks effectively. Gain expertise in choosing shares, bonds, and ETFs, building balanced portfolios, and using order types for optimal results. Enhance regulatory adherence, record-keeping, and analysis methods to ensure all advice is transparent, justified, and suited to client requirements.
Elevify advantages
Develop skills
- Professional order execution: utilise advanced order types for optimal fills.
- Client risk coaching: communicate complex risks plainly and obtain agreement.
- Suitability and KYC mastery: assess investors and record matches swiftly.
- Portfolio construction: create diversified allocations in ETFs, shares, and bonds.
- Ethics and compliance: maintain best interest standards, fair distribution, and accurate reporting.
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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