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 |
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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 |
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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). |