Broker Training
This course equips you with broker training skills to advise clients on savings, mortgages, loans, and simple investments while ensuring full compliance. You will learn to assess risks, compare financial products, create clear recommendations, and develop a trusted, client-focused finance practice that meets all ethical standards.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Broker Training provides practical skills to assist clients with savings, debt management, and basic investment options aimed at home buying. You will master assessing affordability, comparing mortgages, personal loans, and low-risk products, crafting clear recommendations, adhering to compliance and ethics, and documenting advice for transparency and ease of implementation.
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 workloadWhat our students say
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