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'll 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
COVID-19 UPDATE: Exams remain paper based and are held at brokerages on designated dates/times. Students are required to obtain their own proctor and space in their brokerage for their exam. To ensure the safety of all involved, please ensure public health advisories are maintained—exams should be held in a space with sufficient social distancing between test takers and proctors, sanitization of the room should be completed prior to the exam and masks should be worn by all parties at all times. IBAO is unable to support requests for off-site exam locations at this time. For questions, please contact email@example.com.