In order to obtain a representative’s certificate in insurance of persons, group insurance of persons, damage insurance, claims adjustment, financial planning and mortgage brokerage, you must submit an application to the AMF before the validity of your examinations expires. If the validity expires during your probationary period, you have 30 days from the end of this period to apply.
While your application is being processed and on receipt of a notice to this effect from the AMF, the probationary certificate will remain in effect for a maximum of 45 days as of the end of the probationary period.
It should be noted that before issuing a representative’s certificate, the AMF will take into account information related to the applicant's degree of honesty (criminal record, bankruptcy, etc.) as well as information related to any outside activities constituting the provision of finance-related services or requiring the segregation of clienteles. For more information about outside activities, see this page.
Carry on activities as an independent representative
If you wish to carry on activities as an independent representative, you must first complete your « Registration of independent representative application 
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For more information, consult the section « Firms, independent partnerships and independent representatives This link will open in a new window ».
You're practising in another Canadian province or territory?
You may benefit from certain exemptions if you are in any of these specific situations.
See the following pages for more information:
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