Exam preparation material is available only from providers who offer recognized courses and programs.

The following tables indicate the sets of exam preparation manuals recommended for each competency evaluated.

Mortgage brokerage

Competency evaluated Manual title

16-116

Set up an ethical professional practice in compliance with the rules governing mortgage brokerage

F-116

Déontologie et pratique professionnelle (professional conduct and professional practice) (in French only)

16-611

Complete a mortgage brokerage transaction suited to the client’s situation and needs

F-611

Courtage hypothécaire (mortgage brokerage) (in French only)

For a firm’s responsible officer or to register as an independent representative

Competency evaluated Manual title

16-117

Set up an ethical professional practice in compliance with the rules governing the management of a mortgage brokerage firm

F-117

Dirigeant responsible, Guide en courtage hypothécaire (responsible officer guide for the mortgage brokerage sector) (in French only)

Guide en courtage hypothécaire (pdf - 9 MB)This link will open in a new windowUpdated on 1st May 2020F-117, dirigeant responsable, guide, courtage hypothécaire

The following manuals will be available this winter 2021:

  • Mortgage brokerage :
    • A-116 Ethics and Professional Practice
    • A-611 Mortgage Brokerage
  • In order to be the responsible officer of a firm or register as an independent representative :
    • A-117 Responsible Officer