from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Broker Training gives you practical skills to guide clients through savings, debt, and simple investment choices while preparing for a home purchase goal. Learn how to assess affordability, compare mortgages, personal loans, and low-risk products, build clear recommendations, meet compliance and ethics standards, and document every step so your advice is transparent, suitable, and easy for clients to implement.
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 the 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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