from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Broker Training equips you with practical skills to guide clients through savings, debt, and simple investment options while aiming for home purchase goals. Learn to assess affordability, compare mortgages, personal loans, and low-risk products, create clear recommendations, adhere to compliance and ethics standards, and document every step for transparent, suitable, and easy-to-implement advice.
Elevify advantages
Develop skills
- Retail credit structuring: design compliant, cost-efficient loans and mortgages.
- Client profiling mastery: analyse cash flow, risk tolerance, and home-buying goals.
- Investment selection: build simple ETF and fund portfolios for 5–7 year targets.
- Savings optimisation: 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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Course in PDF
