Warning

COVID-19

New government measures

The Autorité des marchés financier (AMF) is strengthening the health guidelines for examinations held on its premises in order to prevent the spread of COVID-19 and ensure a safe exam environment in accordance with current government measures. To find out more Examination rules.

Exams in Montréal in April 2021

Exam sessions will be held in Montréal in April 2021. However, the dates will be available as of March 15 in AMF E-Services and on the AMF’s website.

End of the warning

After the training is successfully completed, the AMF requires you to pass two exams to make sure that, as a future professional, you posses the skills needed to properly advise clients.

In addition, to qualify to be a responsible officer or register as an independent representative, you must pass an exam covering professional practice.

To register for the AMF exams, follow the registration procedure.

During the exam session, all candidates will be provided with an e-tablet containing the exam preparation manuals. The Tablet User Guide (pdf - 827 KB)This link will open in a new windowUpdated on 8 February 2016Tablet user guide for candidates and Tablet User video This link will open in a new window are available to help you prepare for the exam.

Under the Mortgage Brokerage Qualification Program (MBQP), an exam is valid for two years from the first time the exam is passed. A failed exam can be rewritten three times without restrictions.

Mortgage brokerage

Exam code Competency statement
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 
16-611   Complete a mortgage brokerage transaction suited to the client’s situation and needs (pdf - 770 KB)This link will open in a new windowUpdated on 7 June 2019

 

In order to be the responsible officer of a firm or register as an independent representative

To qualify to be a responsible officer or for representatives wishing to register as an independent representative, a person must pass the exam:

Exam code Competency statement
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 

No training is required, but the broker will have to study the Guide en courtage hypothécaire – Dirigeant responsable (F-117) (pdf - 9 MB)This link will open in a new windowUpdated on 1st May 2020F-117, dirigeant responsable, guide, courtage hypothécaire (in French only).