Broker Training
Gain essential broker skills to advise clients on savings, debt management, mortgages, personal loans, and low-risk investments for home buying. Master affordability assessments, product comparisons, compliant recommendations, ethical practices, and transparent documentation to build trust and ensure client success in Zambia's financial landscape.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course equips you with practical brokerage skills to help clients with savings, debt, mortgages, loans, and simple investments aimed at home ownership. You will learn to evaluate affordability, compare financial products, create tailored recommendations, adhere to compliance and ethics, and maintain clear records for transparent, actionable advice.
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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