• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Coursera
  • Online Degrees
  • Careers
  • Log In
  • Join for Free
    Coursera
    • Browse
    • Brokerage

    Brokerage Courses Online

    Understand brokerage principles for buying and selling financial securities. Learn about brokerage operations, regulations, and investment strategies.

    Skip to search results

    Filter by

    Subject
    Required
     *

    Language
    Required
     *

    The language used throughout the course, in both instruction and assessments.

    Learning Product
    Required
     *

    Build job-relevant skills in under 2 hours with hands-on tutorials.
    Learn from top instructors with graded assignments, videos, and discussion forums.
    Learn a new tool or skill in an interactive, hands-on environment.
    Get in-depth knowledge of a subject by completing a series of courses and projects.
    Earn career credentials from industry leaders that demonstrate your expertise.

    Level
    Required
     *

    Duration
    Required
     *

    Skills
    Required
     *

    Subtitles
    Required
     *

    Educator
    Required
     *

    Explore the Brokerage Course Catalog

    • Liberty Mutual Insurance

      Liberty Mutual Insurance Sales Agent

      Skills you'll gain: Insurance, Insurance Policies, Closing (Sales), Insurance Sales, Overcoming Objections, Prospecting and Qualification, Verbal Communication Skills, Workers Compensation, Storytelling, Risk Management, Customer Relationship Building, Customer Retention, Sales Presentation, Communication, Consultative Selling, Underwriting, Goal Setting, Lead Generation, Product Knowledge, Claims Processing

      4.5
      Rating, 4.5 out of 5 stars
      ·
      19 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Case Western Reserve University

      Becoming a Sports Agent

      Skills you'll gain: Labor Relations, Brand Management, Arbitration, Contract Negotiation, Client Services, Recruitment, Legal Strategy, Financial Management, Relationship Management, Financial Planning

      4.7
      Rating, 4.7 out of 5 stars
      ·
      149 reviews

      Beginner · Course · 1 - 3 Months

    • University of Illinois Urbana-Champaign

      Investment Banking: M&A and Initial Public Offerings

      Skills you'll gain: Mergers & Acquisitions, Investment Banking, Private Equity, Financial Analysis, Capital Markets, Financial Statement Analysis, Business Valuation, Financial Modeling, Due Diligence, Negotiation

      4.7
      Rating, 4.7 out of 5 stars
      ·
      76 reviews

      Intermediate · Course · 1 - 3 Months

    • Indian School of Business

      Creating a Portfolio

      Skills you'll gain: Portfolio Management, Investment Management, Performance Analysis, Financial Market, Text Mining, Technical Analysis, Market Analysis, Risk Management, Compliance Management, Risk Analysis, Regulatory Requirements, Benchmarking

      4.4
      Rating, 4.4 out of 5 stars
      ·
      318 reviews

      Beginner · Course · 1 - 4 Weeks

    • Duke University

      Financial Risk Management with R

      Skills you'll gain: Financial Market, Risk Management, Risk Analysis, Probability Distribution, Financial Data, R Programming, Portfolio Management, Financial Analysis, Time Series Analysis and Forecasting, Statistical Analysis, Statistical Modeling

      Build toward a degree

      4.3
      Rating, 4.3 out of 5 stars
      ·
      248 reviews

      Intermediate · Course · 1 - 4 Weeks

    • Interactive Brokers

      Derivatives - Options & Futures

      Skills you'll gain: Derivatives, Futures Exchange, Financial Trading, Financial Market, Securities Trading, Risk Management, Market Analysis, Capital Markets, Investments, Technical Analysis, Equities, Market Dynamics, Profit and Loss (P&L) Management, Decision Making

      4.5
      Rating, 4.5 out of 5 stars
      ·
      236 reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free
      Free

      National Taiwan University

      職場素養 (Professionalism)

      Skills you'll gain: Oral Expression, Professionalism, Verbal Communication Skills, Professional Development, Emotional Intelligence, Communication, Business Correspondence, Self-Awareness, Personal Development, Executive Presence, Leadership, Active Listening, Non-Verbal Communication, Lifelong Learning, Empathy

      4.8
      Rating, 4.8 out of 5 stars
      ·
      430 reviews

      Mixed · Course · 1 - 3 Months

    • Status: New
      New

      Interactive Brokers

      Investing using Value, Growth, Momentum and Economics

      Skills you'll gain: Financial Statement Analysis, Financial Statements, Financial Analysis, Investments, Supply And Demand, Real Estate, Income Statement, Balance Sheet, Risk Management, Property and Real Estate, Market Dynamics, Market Trend, Portfolio Management, Growth Strategies, Consumer Behaviour, Business Economics, Economics, Business Valuation, Financial Trading, Technical Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      9 reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free
      Free

      Universidad Austral

      Finanzas para emprendedores

      Skills you'll gain: Financial Analysis, Financial Statements, Entrepreneurial Finance, Balance Sheet, Gross Profit, Financial Data, Finance, Profit and Loss (P&L) Management, Financial Accounting, Income Statement, Accounting, Business Metrics, Business Valuation, Corporate Finance, Return On Investment, Cost Benefit Analysis, Cash Management, Working Capital

      4.7
      Rating, 4.7 out of 5 stars
      ·
      13 reviews

      Beginner · Course · 1 - 4 Weeks

    • 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
      ·
      405 reviews

      Beginner · Course · 1 - 4 Weeks

    • Universidad de los Andes

      Los portafolios y las inversiones en el mercado de capitales

      Skills you'll gain: Portfolio Management, Investments, Financial Market, Capital Markets, Equities, Risk Analysis, Financial Modeling, Asset Management, Return On Investment, Financial Analysis, Risk Management, Market Dynamics

      4.8
      Rating, 4.8 out of 5 stars
      ·
      77 reviews

      Intermediate · Course · 1 - 4 Weeks

    • IESE Business School

      Finanzas para directivos

      Skills you'll gain: Financial Data, Financial Statements, Working Capital, Financial Analysis, Balance Sheet, Financial Management, Cash Management, Return On Investment, Forecasting, Profit and Loss (P&L) Management, Operational Analysis, Business Metrics, Accounts Receivable, Accounts Payable, Risk Analysis, Inventory Management, Business Strategy

      4.9
      Rating, 4.9 out of 5 stars
      ·
      379 reviews

      Beginner · Course · 1 - 4 Weeks

    1…456…9

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

    • Liberty Mutual Insurance Sales Agent: Liberty Mutual Insurance
    • Becoming a Sports Agent: Case Western Reserve University
    • Investment Banking: M&A and Initial Public Offerings: University of Illinois Urbana-Champaign
    • Creating a Portfolio : Indian School of Business
    • Financial Risk Management with R: Duke University
    • Derivatives - Options & Futures: Interactive Brokers
    • 職場素養 (Professionalism) : National Taiwan University
    • Investing using Value, Growth, Momentum and Economics: Interactive Brokers
    • Finanzas para emprendedores: Universidad Austral
    • Finance for Everyone: Markets: McMaster 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)

    Frequently Asked Questions about Brokerage

    Brokerage refers to the activity of acting as an intermediary or facilitator between buyers and sellers in various industries, such as finance, real estate, or insurance. A brokerage firm or broker plays an essential role in connecting individuals or organizations looking to buy or sell goods, services, or assets. They help negotiate the terms of a transaction and ensure both parties reach a mutually beneficial agreement. In finance, brokerage often relates to stockbrokers who facilitate the buying and selling of stocks or other financial securities on behalf of their clients.‎

    To become a successful Brokerage professional, there are several key skills you should consider learning:

    1. Financial Analysis: Understanding financial statements, analyzing investment opportunities, and conducting research are crucial skills for a Brokerage career.

    2. Market Knowledge: A deep understanding of financial markets, including stocks, bonds, commodities, and currencies, is essential. Stay updated on market trends and develop an understanding of how different factors influence market movements.

    3. Communication Skills: Effective communication is vital when working with clients and colleagues. Strong verbal and written communication skills can help you present investment opportunities clearly and build trust with clients.

    4. Relationship Building: Developing and maintaining strong relationships with clients is crucial in the brokerage industry. Build your networking skills and learn to connect with potential clients and maintain positive relationships.

    5. Negotiation Skills: As a Brokerage professional, you will often negotiate deals, so developing negotiation skills is essential. Learn strategies and techniques to ensure favorable outcomes for your clients.

    6. Analytical Skills: Analytical skills are crucial for evaluating market data, assessing investment risks, and identifying potential opportunities. Enhancing your ability to analyze complex data will help you make better-informed investment decisions.

    7. Technology Proficiency: The brokerage industry heavily relies on technology solutions for trading and analysis. Familiarize yourself with trading platforms, financial software, and data analysis tools to stay competitive.

    8. Attention to Detail: Paying attention to detail is critical to avoid costly mistakes and ensure accuracy in financial transactions and client portfolios.

    9. Time Management Skills: The brokerage industry can be fast-paced, and managing multiple clients and tasks simultaneously is common. Develop effective time management techniques to stay organized and meet deadlines.

    10. Ethical Conduct: Upholding high ethical standards is essential in the brokerage industry. Learn and adhere to the regulatory frameworks and codes of conduct governing the industry.

    Remember, learning these skills is an ongoing process. Continuous education, industry certifications, and staying updated with the latest market trends will help you excel in a brokerage career.‎

    Here are some job options you can explore with brokerage skills:

    1. Stockbroker: As a stockbroker, you can help clients buy and sell stocks, bonds, and other securities. You will analyze market trends, provide investment advice, and execute trades on behalf of clients.

    2. Investment Banker: Investment bankers work with corporations, governments, and institutions to raise capital through various financial vehicles like initial public offerings (IPOs), mergers and acquisitions (M&A), and debt financing.

    3. Real Estate Broker: With brokerage skills, you can work as a real estate broker and help clients buy, sell, or rent residential or commercial properties. You will need knowledge of the local real estate market, negotiation skills, and the ability to guide clients through the buying or selling process.

    4. Insurance Broker: Insurance brokers act as intermediaries between clients and insurance companies. They assess clients' insurance needs, research policies, and provide advice on coverage options. Additionally, brokers help clients with claim settlements and risk management.

    5. Freight Broker: Freight brokers connect shippers with carriers, coordinating transportation of goods. They negotiate rates, track shipments, and ensure the efficient movement of products. Strong communication and negotiation skills are crucial in this role.

    6. Art Broker: As an art broker, you can assist clients in buying or selling artwork. You will evaluate artwork, research market trends, and negotiate sales on behalf of collectors, artists, or galleries.

    These are just a few examples, and brokerage skills can be applicable in various industries. It is important to research further and understand the specific requirements and qualifications for each job role.‎

    People who are detail-oriented, analytical, and have strong communication skills are best suited for studying Brokerage. Additionally, individuals who are interested in finance, investments, and the stock market would find studying Brokerage to be a good fit for their interests.‎

    Here are some topics related to Brokerage that you can study:

    1. Financial Markets: Learn about various financial markets where brokerage activities take place, such as stock markets, commodity markets, forex markets, etc. Understand the functioning, participants, and trading mechanisms of these markets.

    2. Investment Analysis: Gain insights into investment analysis techniques and processes used by brokers to evaluate potential investments. Study fundamental analysis, technical analysis, and other methods to make informed investment decisions.

    3. Securities and Exchange Commission (SEC) Regulations: Learn about the regulatory framework governing brokerage activities, including the role of SEC in protecting investors, maintaining fair markets, and enforcing securities laws.

    4. Risk Management: Understand different types of investment risks and how brokers manage them. Study risk management strategies, portfolio diversification, hedging techniques, and other measures taken to mitigate risks.

    5. Financial Planning: Explore the role of brokerage in financial planning and wealth management. Study concepts like asset allocation, tax planning, retirement planning, and estate planning to provide comprehensive financial advice to clients.

    6. Financial Instruments: Familiarize yourself with various financial instruments, such as stocks, bonds, derivatives, mutual funds, etc., and understand their characteristics, pricing, and trading mechanisms. Study the role of brokers in facilitating transactions for these instruments.

    7. Brokerage Systems and Technologies: Explore the technological advancements in brokerage systems, including online trading platforms, algorithmic trading, and robo-advisors. Learn how brokers leverage these technologies to enhance efficiency and provide better services.

    8. Ethics and Professionalism: Gain knowledge about the ethical standards and professional conduct expected from brokers. Understand the importance of client confidentiality, conflict of interest, and maintaining integrity in the industry.

    9. Financial Regulations and Compliance: Study the broader financial regulations affecting brokerage firms, such as Anti-Money Laundering (AML) regulations, Know Your Customer (KYC) requirements, data privacy laws, etc.

    10. Client Relationship Management: Understand the importance of building strong relationships with clients in brokerage. Study customer acquisition strategies, client onboarding processes, and effective communication to provide excellent client service.

    Remember, this list is not exhaustive, and there are many other sub-topics and specialized areas within brokerage that you can explore in detail.‎

    Online Brokerage courses offer a convenient and flexible way to enhance your knowledge or learn new Brokerage refers to the activity of acting as an intermediary or facilitator between buyers and sellers in various industries, such as finance, real estate, or insurance. A brokerage firm or broker plays an essential role in connecting individuals or organizations looking to buy or sell goods, services, or assets. They help negotiate the terms of a transaction and ensure both parties reach a mutually beneficial agreement. In finance, brokerage often relates to stockbrokers who facilitate the buying and selling of stocks or other financial securities on behalf of their clients. skills. Choose from a wide range of Brokerage courses offered by top universities and industry leaders tailored to various skill levels.‎

    When looking to enhance your workforce's skills in Brokerage, it's crucial to select a course that aligns with their current abilities and learning objectives. Our Skills Dashboard is an invaluable tool for identifying skill gaps and choosing the most appropriate course for effective upskilling. For a comprehensive understanding of how our courses can benefit your employees, explore the enterprise solutions we offer. Discover more about our tailored programs at Coursera for Business here.‎

    This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

    Other topics to explore

    Arts and Humanities
    338 courses
    Business
    1095 courses
    Computer Science
    668 courses
    Data Science
    425 courses
    Information Technology
    145 courses
    Health
    471 courses
    Math and Logic
    70 courses
    Personal Development
    137 courses
    Physical Science and Engineering
    413 courses
    Social Sciences
    401 courses
    Language Learning
    150 courses

    Coursera Footer

    Technical Skills

    • ChatGPT
    • Coding
    • Computer Science
    • Cybersecurity
    • DevOps
    • Ethical Hacking
    • Generative AI
    • Java Programming
    • Python
    • Web Development

    Analytical Skills

    • Artificial Intelligence
    • Big Data
    • Business Analysis
    • Data Analytics
    • Data Science
    • Financial Modeling
    • Machine Learning
    • Microsoft Excel
    • Microsoft Power BI
    • SQL

    Business Skills

    • Accounting
    • Digital Marketing
    • E-commerce
    • Finance
    • Google
    • Graphic Design
    • IBM
    • Marketing
    • Project Management
    • Social Media Marketing

    Career Resources

    • Essential IT Certifications
    • High-Income Skills to Learn
    • How to Get a PMP Certification
    • How to Learn Artificial Intelligence
    • Popular Cybersecurity Certifications
    • Popular Data Analytics Certifications
    • What Does a Data Analyst Do?
    • Career Development Resources
    • Career Aptitude Test
    • Share your Coursera Learning Story

    Coursera

    • About
    • What We Offer
    • Leadership
    • Careers
    • Catalog
    • Coursera Plus
    • Professional Certificates
    • MasterTrack® Certificates
    • Degrees
    • For Enterprise
    • For Government
    • For Campus
    • Become a Partner
    • Social Impact
    • Free Courses
    • ECTS Credit Recommendations

    Community

    • Learners
    • Partners
    • Beta Testers
    • Blog
    • The Coursera Podcast
    • Tech Blog
    • Teaching Center

    More

    • Press
    • Investors
    • Terms
    • Privacy
    • Help
    • Accessibility
    • Contact
    • Articles
    • Directory
    • Affiliates
    • Modern Slavery Statement
    • Do Not Sell/Share
    Learn Anywhere
    Download on the App Store
    Get it on Google Play
    Logo of Certified B Corporation
    © 2025 Coursera Inc. All rights reserved.
    • Coursera Facebook
    • Coursera Linkedin
    • Coursera Twitter
    • Coursera YouTube
    • Coursera Instagram
    • Coursera TikTok