ACADEMY PROGRAM
Broker CRM & Operations
Capstone module of the FX Dealer Course — full back-office and CRM operations, with direct mentorship.
Course Syllabus
Explore the week-by-week curriculum, designed with practical assignments and live market trade reviews.
Module 1
Broker CRM Fundamentals
- Overview of leading FX CRM systems
- Client lifecycle from lead to funded account
- KYC and onboarding workflow configuration
- Managing IBs, affiliates, and commission structures
Module 2
Client Relationship & Retention Operations
- Automating client communication workflows
- Building retention and reactivation campaigns
- Managing support tickets and escalations
- Reporting dashboards for management
Module 3
Full Back-Office Operations
- Reconciling deposits, withdrawals, and PnL
- Coordinating between dealing, risk, and compliance teams
- Building daily/weekly operations reports
- Preparing for regulatory audits
Module 4
Capstone: Running a Brokerage Desk
- End-to-end simulation of a live brokerage day
- 1-on-1 mentorship session with senior operations mentors
- Direct workflow and process audit
- Career placement guidance for Operations Manager roles
Program Admission
The final stage of the FX Dealer Course. Learn Broker CRM systems, full back-office reconciliation and reporting, and run through a live-desk simulation — with 1-on-1 mentorship preparing you for Operations Manager roles.
What's Included:
- Ongoing mentorship with senior operations leads
- Broker CRM & Operations Playbook PDF
- 1-on-1 capstone review session
- Priority Discord access (Operations Leadership channel)
- Certificate of completion + career placement support