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Technical Training For
Forex Brokerage Teams

Empower your brokerage team with expert-led technical training tailored for the Forex industry — from platform operations to client onboarding and compliance protocols.

Train Smarter. Operate Better. Grow Faster.

Hands-on training delivered by MetaQuotes-certified experts with 5+ years of real brokerage experience.

Rotex IT Solutions EST empowers your brokerage teams with practical technical training — from MT5 operations and CRM workflows to compliance protocols and sales enablement. We don’t just teach theory; we train your team the way successful brokers actually operate.
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Who We Help

Our training programs are designed for brokerages at every stage:

New Brokerages Training First Hires

We train your new staff to confidently manage trading platforms, client onboarding, and compliance basics from day one.

Growing Firms Scaling Operations

As your teams expand across departments, we upskill staff in IT, compliance, sales, and client support — ensuring consistent performance across markets.

Brokers Adopting New Tools

Switching to MT5? Adding a new CRM? Upgrading your risk or gateway systems? We train your team to use every tool effectively.

Regulated Brokers Entering New Jurisdictions

We guide your staff through region-specific compliance workflows (EU, MENA, Africa, Asia), ensuring they meet new requirements with confidence.
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What’s Included in Our Training

What’s Included in Our Technical Training

1

Trading Platform Training

Full training on MT4, MT5, cTrader, Match-Trader, Vertex
Admin and back-office platform management
Dealer desk operations, order management, and risk settings
Client onboarding flows with KYC/AML integration
Plugin handling and configuration

2

CRM & Back Office Training

Lead and client management
Affiliate/IB tracking and commission setup
Report generation, segmentation, and automation
Workflow optimization across sales and support teams
KYC/AML compliance within CRM systems

3

Compliance & Regulatory Training

Jurisdiction-specific compliance protocols
AML monitoring, suspicious transaction reporting
Escalation processes and audit readiness
Data handling and security best practices

4

Technical Systems & Tools

Payment gateway workflows
Liquidity bridge and FIX API integration
Server handling and troubleshooting
Vendor coordination and system monitoring

5

Sales & IB Enablement

How to present spreads, swaps, and platform features
Scripts and messaging for sales and onboarding
Client objection handling
IB and partnership program training

Why Choose Rotex?

With years of experience supporting forex brokers, we don’t just do Technical Trainning— we deliver Forex growth infrastructure.

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MetaQuotes-Certified Trainers

Our trainers are certified by MetaQuotes and have direct experience in MT5 and related systems.

5+ Years of Brokerage Experience

Every session is led by professionals who have worked inside brokerages — training your team with real-world workflows, not just theory.

Custom Training for Your Tech Stack

Whether you use MT5, cTrader, or custom CRMs, we tailor sessions to your setup.

Practical, Hands-On Learning

Live dashboards, real systems, and practical exercises — no generic slideshows.

Multilingual Training Options

Available in English, Arabic, Hindi, and more to fit your team’s needs.

Onsite or Remote Delivery

We can train your team globally — online or in-person.

Ongoing Support

Training isn’t one-and-done. We offer refresher programs and continuous upskilling as your brokerage evolves.

Training Modules at a Glance

Training Area

Included
MT5/MT4 & Platform Operations
✅
CRM & Back Office Management
✅
KYC/AML & Compliance Protocols
✅
Gateway, Bridge & API Setup
✅
Payment & Liquidity Workflows
✅
Sales & IB Enablement
✅
Regional Compliance Guidelines
✅
Multilingual Training Support
✅

Frequently Asked Questions

MetaQuotes-certified trainers with over 5 years of experience in brokerage operations.
Yes. We customize sessions to your exact platform, CRM, and workflows.
Yes — plus cTrader, Match-Trader, Vertex, and other trading platforms.
Absolutely. We train on both compliance (KYC/AML) and operations (trading, CRM, reporting).
Yes. We offer repeat and advanced sessions for evolving teams.
Yes — English, Arabic, Hindi, and more depending on your team.
Yes, we provide reference material and can record sessions for internal use.

Ready to Equip Your Team for Success?

Train your brokerage staff with MetaQuotes-certified experts who bring over 5 years of practical brokerage experience. Rotex ensures your team is skilled, compliant, and confident to scale.
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