Broker Training
This broker training course equips you with essential skills to advise clients on savings, debt management, mortgages, personal loans, and simple investments for home purchase goals. Master affordability assessments, product comparisons, clear recommendations, compliance, ethics, and transparent documentation to build a trusted financial advisory practice.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical broker skills to help clients with savings, debt, mortgages, loans, and low-risk investments aimed at home buying. Learn to evaluate affordability, compare financial products, create suitable recommendations, ensure ethical compliance, and maintain clear records for client success.
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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