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

The following tables list the suggested exam preparation manuals for each competency evaluated in mortgage brokerage.

Mortgage brokerage

Competency evaluated Manual title

16-116 

Set up an ethical professional practice in compliance with the rules governing mortgage brokerage (pdf - 675 KB)This link will open in a new windowUpdated on 17 October 2019Evaluation, curriculum, mortgage, brokerage, qualification program

F-116

Déontologie et pratique professionnelle (in French only)

E-116 

Ethics and Professional Practice (available in English during winter 2021)

16-611 

Complete a mortgage brokerage transaction suited to the client’s situation and needs (pdf - 675 KB)This link will open in a new windowUpdated on 17 October 2019Evaluation, curriculum, mortgage, brokerage, qualification program

F-611

Courtage hypothécaire (in French only)

E-611

Mortgage Brokerage (available in English during winter 2021)

In order to be the responsible officer of a firm or 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 (pdf - 286 KB)This link will open in a new windowUpdated on 19 November 2019Evaluation curriculum, responsible officer, mortgage brokerage qualification program

F-117

Responsible officer

Guide en courtage hypothécaire – Dirigeant responsable This link will open in a new window  (in French only)

E-117 

Responsible Officer.

No training is required, but broker will have to study the Responsible officer – Mortgage Brokerage Guide (E-117). Draft version available on request only by calling at the information center).