Successful completion of the probationary period is the third step in the four-step process for obtaining a representative's certificate in insurance, claims adjustment or mortgage brokerage.
During the period, you will perform certain professional acts in an actual work setting under the supervision of an authorized individual. You will apply your knowledge and develop the competencies you will require in your future career.
Before you begin, you will need to find an employer and a supervisor. Once you have done this, your employer will need to submit an application to the AMF. You may not begin your probationary period until the date authorized by the AMF.
Beginning a probationary period
The five steps involved in obtaining authorization to begin your probationary period are:
- Find an employer and a supervisor. In this section, “employer” means the firm, independent partnership or independent representative you will be working for while completing your probationary period.
- Ask your employer to submit the application. The application for authorization of probationary period will need to be submitted to the AMF by your employer.
- Complete your statement. You will need to complete the statement of applicant associated with the application.
- Wait until you receive the AMF's formal authorization. Do not perform any activities related to your probationary period before you receive the authorization.
- Begin your probationary period on the authorized date. Once the authorization has been received, you may begin your probationary period on the date indicated on it by the AMF.
Choose the situation that pertains to you
Refer to the page that matches your situation to find out what steps to take and what you will be responsible for before, during and after the probationary period:
