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Brokerage Courses

Brokerage courses can help you learn about market analysis, trading strategies, risk management, and client relationship building. You can build skills in negotiation tactics, portfolio diversification, and understanding regulatory compliance. Many courses introduce tools like trading platforms, financial modeling software, and customer relationship management systems, that support executing trades and managing client accounts effectively.


Popular Brokerage Courses and Certifications


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    Starweaver

    Credit Analysis: Portfolio Management & Regulations

    Skills you'll gain: Credit Risk, Bank Regulations, Risk Mitigation, Derivatives, Financial Regulation, Financial Market, Lending and Underwriting, Capital Markets, Risk Management, Regulatory Compliance, Portfolio Management, Risk Analysis, Financial Analysis, Investments, Compliance Management, Business Valuation, Analysis, Market Dynamics, Microsoft Excel

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Liberty Mutual Insurance

    Prospecting and Selling Insurance

    Skills you'll gain: Closing (Sales), Overcoming Objections, Sales Prospecting, Prospecting and Qualification, Insurance Sales, Customer Relationship Building, Customer Retention, Sales Presentation, Consultative Selling, Lead Generation, Sales, Relationship Management, Upselling, Needs Assessment, New Business Development

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Keller Williams

    Sales Fundamentals

    Skills you'll gain: Lead Generation, Value Propositions, Sales Process, Sales Management, Branding, Social Media Content, Property Management, Customer Relationship Management, Communication, Real Estate, Customer experience strategy (CX), Relationship Building, Professional Networking

    4.9
    Rating, 4.9 out of 5 stars
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    28 reviews

    Beginner · Course · 1 - 3 Months

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    Coursera

    Create a buyer persona diagram for businesses with Creately

    Skills you'll gain: Persona Development, User Accounts, Target Audience, Business Modeling, Graphic Design, Collaborative Software, Productivity Software, Market Analysis

    Beginner · Guided Project · Less Than 2 Hours

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    Alfaisal University | KLD

    تكلفة رأس المال: تقييم السندات والأسهم | Cost of Capital

    Skills you'll gain: Securities (Finance), Business Valuation, Investments, Equities, Capital Budgeting, Loans, Finance, Financial Analysis, Risk Analysis, Corporate Finance

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Keller Williams

    Establish Clients for Life with Buyers

    Skills you'll gain: Lead Generation, Sales Process, Customer Acquisition Management, Real Estate Sales, Real Estate Transactions, Showrooms, Sales Prospecting, Customer Relationship Building, Sales Presentation, Selling Techniques, Property and Real Estate, Customer experience improvement, Contract Management, Contract Negotiation, Negotiation, Needs Assessment

    4.7
    Rating, 4.7 out of 5 stars
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    20 reviews

    Beginner · Course · 1 - 3 Months

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    Google Cloud

    Tracking Cryptocurrency Exchange Trades with Google Cloud Platform in Real-Time

    Skills you'll gain: Dataflow, Google Cloud Platform, Data Pipelines, Real Time Data, Data Analysis Software, Data Visualization Software, Big Data, Databases, Tensorflow

    Advanced · Project · Less Than 2 Hours

  • Status: Free Trial
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    Zoho Corporation

    Roles and Responsibilities of a Sales Representative

    Skills you'll gain: Account Management, Sales Process, Process Mapping, Customer Relationship Management (CRM) Software, Sales Management, Prospecting and Qualification, Customer Retention, Sales, Sales Strategy, New Business Development, Customer Acquisition Management, Organizational Structure, Upselling, Prioritization

    Beginner · Course · 1 - 3 Months

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    AI Business School

    AI agents and creator tools for finance professionals

    Skills you'll gain: Agentic systems, No-Code Development, Generative AI Agents, Digital Transformation, Business Process Automation, Automation, Generative AI, Artificial Intelligence, Finance, Application Design, Productivity Software, Application Development, Operational Efficiency

    Intermediate · Course · 1 - 4 Weeks

  • Status: Free Trial
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    Rice University

    Biases and Portfolio Selection

    Skills you'll gain: Behavioral Economics, Portfolio Management, Investments, Wealth Management, Financial Market, Investment Management, Asset Management, Consumer Behaviour, Market Dynamics, Market Trend, Capital Markets, Decision Making, Finance, Market Analysis, Equities, Financial Analysis, Psychology, Performance Analysis

    4.6
    Rating, 4.6 out of 5 stars
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    281 reviews

    Mixed · Course · 1 - 4 Weeks

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    Starweaver

    Credit Analysis in Action: Economic and Industry Essentials

    Skills you'll gain: Credit Risk, Loans, Environmental Social And Corporate Governance (ESG), Risk Management, Derivatives, Financial Analysis, Risk Analysis, Portfolio Management, Financial Modeling, Financial Regulations, Compliance Management, Market Dynamics, Business Valuation, Economics, Business Modeling, Structural Analysis, Excel Formulas

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    McMaster University

    Finance for Everyone: Markets

    Skills you'll gain: Financial Market, Capital Markets, Derivatives, Equities, Financial Policy, Finance, International Finance, Investments, Market Dynamics, Market Trend, Financial Regulation, Market Analysis, Presentations

    4.7
    Rating, 4.7 out of 5 stars
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    413 reviews

    Beginner · Course · 1 - 4 Weeks

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In summary, here are 10 of our most popular brokerage courses

  • Credit Analysis: Portfolio Management & Regulations: Starweaver
  • Prospecting and Selling Insurance: Liberty Mutual Insurance
  • Sales Fundamentals: Keller Williams
  • Create a buyer persona diagram for businesses with Creately: Coursera
  • تكلفة رأس المال: تقييم السندات والأسهم | Cost of Capital: Alfaisal University | KLD
  • Establish Clients for Life with Buyers: Keller Williams
  • Tracking Cryptocurrency Exchange Trades with Google Cloud Platform in Real-Time: Google Cloud
  • Roles and Responsibilities of a Sales Representative : Zoho Corporation
  • AI agents and creator tools for finance professionals: AI Business School
  • Biases and Portfolio Selection: Rice University

Skills you can learn in Finance

Investment (23)
Market (economics) (20)
Stock (18)
Financial Statement (14)
Financial Accounting (13)
Modeling (13)
Corporate Finance (11)
Financial Analysis (11)
Trading (11)
Evaluation (10)
Financial Markets (10)
Pricing (10)

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