An educational resource has been launched by the broker association to help brokers in the first 12 months of their career build strong foundations.
The Mortgage and Finance Association of Australia (MFAA) has released a new educational program for its members, Practical Broker Foundations, to support new brokers in “navigating the realities of establishing themselves” in the industry.
The first-year resource has been designed in tandem with broker feedback, MFAA Learning & Development insights, responses from the association’s state managers, and in consultation with mentors and industry leaders across the country.
The resources include video insights from experienced brokers (including Gemma Piscioneri of G&T Finance, Kanwal Singh of White Horse Finance, Amir Beganovic of Talk Finance, Kate Sadler of The Broker Society, Matt Barnes of BE Financial Services and Sarah Smelt of Finance Society) as well as practical templates and checklists and wellbeing and business sustainability tools.
The program covers a broad range of topics, including:
- Lead generation.
- Client retention and developing long-term client relationships.
- Managing challenging client interactions.
- Meeting compliance obligations.
- Improving loan submission quality.
- Building sustainable business practices.
- Navigating cyber security and artificial intelligence (AI) challenges and opportunities.
It is available through a structured email journey, with resources housed in the MFAA Learning Hub, so brokers can access relevant support as they need it throughout their first year.
The broker association said that the Practical Broker Foundations resource had been built to ensure new brokers entering the industry are well-equipped to hit the ground running in balancing compliance, client acquisition, and business development while simultaneously building the confidence, structure, and routines needed to run a sustainable business.
Speaking of the new resource, the MFAA’s executive for member experience & partnerships, Melanie Kafka, said the series had been built around what members told the MFAA they needed when they were starting their broking careers.
“We consistently hear newer brokers were looking for tailored support that reflects the realities of modern broking,” she said.
“This is about more than just technical knowledge. It includes support around communication, business structure, client relationships, compliance and sustainability.
“Practical Broker Foundations brings those resources together in a way that supports brokers progressively through their first year.
“Strong broker businesses are built over time through consistent client outcomes, operational discipline, sound compliance practices and trusted relationships. These resources are designed to help brokers build these foundations from day one.”
Meanwhile, MFAA CEO Anja Pannek said supporting brokers through the early stages of their careers was critical for both the long-term sustainability of broker businesses and positive consumer outcomes.
“Strong client outcomes are built on strong broker foundations,” the MFAA CEO said.
“These resources are designed to help brokers build their confidence, capability and business practices so they can build sustainable businesses and careers in a rapidly evolving profession.”
Register now for New Broker Academy 2026
Are you a new broker wanting to find out more about how to thrive in your first few years? Make sure to register for The Adviser’s free-to-attend New Broker Academy 2026, supported by principal partner Bendigo Bank.
The academy roadshow – which will reveal the blueprint that elite brokers use to write $100 million a year, top tips on building referral relationships, and AI marketing 101 – will take place this Friday (5 June) in Melbourne and conclude in Sydney on 12 June.
Seating is strictly limited and filling fast. Avoid missing out and visit newbrokeracademy.com.au to secure your free ticket today.
[Related: New Broker – The secrets to building a solid client book fast]
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