Course 4 at IACFB is designed to equip brokers and finance consultants with the essential tools needed to build, manage, and scale their business effectively. In today’s competitive market, success in commercial finance requires more than just knowledge of funding products—it demands a strong online presence, efficient client management, and automation to maximize productivity. This course provides hands-on training in WordPress website creation, business blogging, CRM systems, professional email setup, and essential automation tools that every broker needs to operate as a true industry professional.

By mastering these productivity tools, brokers can establish credibility, streamline client interactions, and create automated workflows that save time and increase efficiency. Whether it’s setting up a high-converting website, integrating a CRM like Pipedrive to track leads, or using automation tools for follow-ups and scheduling, this course lays the foundation for long-term business success. With the right systems in place, brokers can focus on what truly matters—closing deals, building relationships, and growing their finance consulting practice.