Broker Intelligence Framework

BIF Training · v0.9 pilot

BIF Foundations

Practical brokerage operational literacy for people who need to understand how a brokerage function actually works.

Learn through the BIF platform at your own pace. Follow a transaction across its systems, calculate its consequences and work through the decisions an operator needs to make.

Talk to us about BIF Participant Access

01 — Format

Seven modules, applied to real brokerage workflows

Self-paced
Progress saved on the BIF platform.
Approximately 7–9 hours
Course timing remains subject to pilot validation.
Practical learning
Worked cases, multi-stage exercises and scored knowledge checks.
Operational capstone
Bring the seven modules together in a final case.

Modules build in sequence. Knowledge-check retakes and instructional feedback help participants revisit difficult areas before moving on. Pilot feedback follows the capstone and forms part of v0.9 completion.

02 — Audience

For people building their brokerage operating knowledge

  • Startup brokers and brokerage founders
  • One-person dealing and risk functions
  • Junior dealers and junior risk staff
  • Brokerage operations staff
  • People moving into brokerage or dealing operations
  • Firms building internal brokerage capability

03 — Modules

The Foundations course

  1. 01

    BIF and the Broker Operating Model

    Map the operating chain, configuration dependencies, authority and evidence.

  2. 02

    Client Flow and Order Lifecycle

    Reconstruct instructions, bookings, external execution and final order state.

  3. 03

    Revenue, Cost and Brokerage Economics

    Understand income, external costs, financing, contribution and retained risk.

  4. 04

    Liquidity Fundamentals

    Compare executable size, provider readiness, capacity and route dependencies.

  5. 05

    Execution Quality Basics

    Interpret partial fills, latency, slippage and execution evidence.

  6. 06

    Exposure, Hedging and Book Management Basics

    Calculate signed broker exposure, hedge state and residual risk.

  7. 07

    Controls, Reconciliation, Ownership and Escalation

    Match records, investigate exceptions and verify controlled closure.

BIF Foundations Operational Capstone

A final integrated case applies evidence preservation, order and hedge state, liquidity, exposure, authorised action, reconciliation and closure. The capstone is a teaching activity, separate from the BIF Diagnostic.

04 — Completion

BIF Foundations Certificate of Completion

Participants receive a Certificate of Completion after completing the required learning, exercises, module checks, operational capstone and pilot feedback.

The certificate records course completion only. It is not professional certification, regulatory accreditation, competence certification, a licence, a formal qualification, a guarantee of competence or an independent BIF Diagnostic classification.

Training develops capability. BIF Diagnostic independently assesses capability. Operating authority remains subject to the firm’s permissions, approvals and supervision.

Enrol participants in the v0.9 pilot

Use the existing BIF enquiry form to discuss your participants and operating environment. BIF arranges enrolment and sends each participant a secure invitation.

Enquire about BIF Foundations