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Credit Unions: Credit unions are cooperative financial institutions owned and operated by members. They offer services like banks but are not-for-profit, prioritizing their members' financial needs. Members pool funds to provide services to each other.Similar to banks, credit unions offer financial services but are owned and operated by their members. Members pool their savings to provide loans and other financial services to each other at favourable rates.

Brokerage Firms: Brokerage firms facilitate buying and selling of financial securities for clients. They operate in various markets, including stocks, bonds, and commodities, offering investment services and trading platforms. Brokerage firms enable individuals and institutions to buy and sell financial securities, such as stocks, bonds, mutual funds, and other investment products. They act as intermediaries between buyers and sellers.

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  • Cooperative Structure: Credit unions are member-owned and operate on a cooperative basis. Each member is a shareholder with equal voting rights.

  • Not-for-Profit Status: Credit unions are not-for-profit organisations. Surplus earnings are returned to members through benefits like higher savings interest rates or lower loan interest rates.

  • Membership Eligibility: Credit unions have specific criteria for membership based on factors like location, occupation, or affiliation with certain organisations.

  • Member-Focused Approach: Credit unions prioritise their members' needs, offering personalised service, competitive rates, and tailored financial products.


By leveraging these characteristics and strategies, credit unions aim to create a strong sense of community, financial well-being, and loyalty among their members while fulfilling their mission of providing accessible and affordable financial services.

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  1. Intermediaries: Brokerage firms act as intermediaries between buyers and sellers in financial markets. They facilitate the buying and selling of financial assets such as stocks, bonds, commodities, and currencies on behalf of their clients.

  2. Diverse Services: Brokerage firms offer a wide range of investment services, catering to various types of investors. These services may include stock trading, mutual funds, ETFs, options trading, advisory services, and more.

  3. Market Access: Brokerage firms provide clients with access to different financial markets and investment opportunities that may not be readily available to individual investors. They offer the infrastructure and platforms to execute trades efficiently.

  4. Regulatory Compliance: Brokerage firms must comply with strict financial regulations and adhere to industry standards to ensure transparency and protect their clients' interests. They are often subject to oversight by financial regulatory authorities.


By leveraging these characteristics and implementing effective strategies, brokerage firms aim to attract and retain clients, build trust, and create a strong presence in the financial services industry. They play a crucial role in enabling investors to participate in financial markets and manage their investments effectively.


Each day's training can include a mix of presentations, case studies, group discussions, and interactive activities to engage participants and enhance their understanding of Credit Unions.


Each day's training can include a combination of lectures, hands-on exercises, case studies, and discussions to engage participants and deepen their knowledge of Brokerage Firms and the financial markets they operate in.

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