1.Understanding the IB Model

• What is an IB and how the model works
• Revenue models: Spread-based vs CPA vs Hybrid 
•  Commissions Types of brokers: ECN, Market Maker, STP

2.Broker Knowledge

• How to compare brokers (regulation, spread, leverage, platform)
• How to professionally present a broker to clients
• Explaining account types, swaps, commissions, and KYC.

3.Client Onboarding

• How to effectively introduce and guide beginners into the world of forex trading.
• How to communicate trading risks ethically and professionally
• Assisting clients with account verification and deposit processes
• Utilizing CRM tools to efficiently manage and track leads and client interactions.

4.Free Lead Generation & Sales

• Identifying target clients (retail, community traders)
• Strategies for generating qualified leads through social media platforms.
• Sales scripts and follow-ups.
• Hosting seminars and webinars to educate and attract potential clients

5. Marketing Tools & Branding

• How to use broker banners, landing pages, and affiliate links.
• Building a personal brand and social presence to grow as an IB.
• Building authority through reels, testimonials, and results.

6.How to Scale the IB Business

• Managing sub-IBs and building a team
• Using a multi-tier structure
• Tracking and maximizing commissions
• Negotiating better terms with brokers