Broker Training
This course equips you with 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.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
Gain practical broker skills to help clients with savings, debt management, and basic investments towards buying a home. Master affordability checks, mortgage and loan comparisons, low-risk product selection, clear advice formulation, compliance with ethics rules, and thorough documentation for transparent, suitable, and actionable client guidance.
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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