How To Prepare For Your Finance Broker Appointment

Discussing finance can be one of the most daunting parts of the investment process. But it doesn’t have to be. The trick is knowing what information you’ll need, where and how to find it and what to expect. Take this two-part course and gain the knowledge you need to have a successful meeting.

How do I start?

  1. Sign-up or login: If you haven’t created your free membership yet, or you haven’t logged in, click the purple “Login to Enrol” button. The Login / Create Membership pop-up will appear. Login or create your free membership. When you sign up you will automatically be logged in.
  2. Enrol in the course: Once you’ve  logged in,  return to your preferred course and click the Take this Course button to enrol, and
  3. Start the course: Click the course title (under “Course Content” heading) to begin your course. – and the way they view debt has