As a customer service representative, your ability to deliver excellent service to clients is critical to your brokerage’s success. Explore all aspects of brokerage operation from a customer service perspective and build your client engagement and communication skills.
Work at your own pace with the assistance of a mentor (manager or owner) from your brokerage. At the end of each module, you will have multiple choice and short answer questions as review of the content. A certificate will be issued once IBAO has been notified by your mentor confirming that all modules and requirements have been completed.
$165 per module $620 for all four modules (save $40)
COVID-19 Update: All CSIP exams are postponed until further notice. Once exams have been rescheduled, all students will be contacted with more details.