Course curriculum

    1. How to navigate this course.

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    2. Course Terms & Conditions

    3. Course Terms & Conditions Acceptance

    4. Managing Systems & Processes

    5. Lead Flow Chart

    6. Business Systems & Processes

    7. Time Management

    8. Time Allocation Chart

    9. Leadership, Case Studies & Best Practice

    10. Industry Systems & Platforms

    11. Systems/Platforms Case studies

    1. Artificial Intelligence (Ai)

    2. FBAA Broker Poll on Ai 2025

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    3. Ai Prompting Mastery For Mortgage Brokers

    4. Scenario Template

    5. Automation - What is it?

    6. Time to SCALE

    7. Listen to the Experts

    8. Scaling Readiness Diagnostic

    9. The Six Steps To Scaling

    1. Financial Tracking & KPI's

    2. Broker KPI Dashboard

    3. Cashflow Flowchart

    4. Financial Planning

    1. 9.1 CYBER SECURITY

    2. ASIC CYBER SECURITY GUIDE

    3. MFAA CYBER SECURITY GUIDE FOR BROKERS

    4. 9.2 EXECUTIVE BUSINESS PLAN

    5. 9.3 COMMUNICATIONS PLAN

    6. MFAA GROWTH THROUGH STRATEGIC PARTNERSHIPS

    7. MFAA EXPANDING CLIENT SERVICES

    8. 9.4 BUSINESS DEVELOPMENT PLAN

    9. FINAL ASSIGNMENT

    10. BUSINESS PLAN TEMPLATE

    11. YEARLY CASHFLOW TEMPLATE

About this course

  • 35 lessons
  • 0 hours of video content

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