FINANCE BROKER COURSES
A range of online, self-paced courses to assist mortgage and finance brokers to develop their skills and build their businesess.
Choose one or a combination of the below courses
Building a Professional Business
Working with Clients
Networking & Referrals
This course asks you to look at the positioning of your business and the strategies and procedures required to ensure the initial and ongoing success of your operations.
Explores the areas of client interactions, communication and ongoing servicing. Your ability to effectively and efficiently work with clients is integral to your business's ongoing success.
Your finance business is a reflection of you, and you must be in control of how you undertake networking and develop mutually beneficial referral partnerships.
Business Analysis
Marketing
Gain an in-depth understanding of key business metrics and industry-specific factors in demonstrating mastery of business analysis as a precursor to addressing client's finance needs.
This course introduces key marketing tools and techniques to support you as a finance professional and help accelerate the growth of your business.
Commercial & Business Lending
In determining the best solutions for clients, recognise commercial and business lending opportunities, write business lending submissions and negotiate satisfactory outcomes with lenders
Asset & Equipment Finance
Acquire the knowledge and skills to become an asset and equipment lending specialist, and feel confident when working and communicating with your business clients and relevant lenders.
Cash Flow Financing
Discover how to assess if a business can borrow money based on projected future cash flow. And assist your business clients in accessing the most appropriate cash flow finance.
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