Reinstatement

If you are no longer pursuing activities in insurance, financial planning, claims adjustment or mortgage brokerage, reinstatement conditions are applicable based on your sector and surrender period. Your surrender period starts on the earlier of:

  • the date following the expiry of your non-renewed AMF-issued certificate

    or

  • the date you surrendered your AMF-issued certificate

    or

  • the date you were struck off the roll by the CSFThe Chambre de la sécurité financière (CSF) is an organization whose mission is to protect consumers by maintaining discipline and overseeing the training and ethics of its members, who are representatives working in:
    group savings plan brokeragefinancial planning (in this sector, the CSF oversees only the ethical conduct of members)insurance of personsgroup insurance of personsscholarship plan brokerage       or ChADThe mission of the Chambre de l’assurance de dommages is to ensure the protection of the public in matters related to damage insurance and claims adjustment.
    It oversees the compulsory professional development and the ethical conduct of individuals working in these fields.

Repeal of provision prohibiting claims adjusters from acting in another sector

On May 9, 2024, the Act respecting the distribution of financial products and services was amended to authorize claims adjusters to pursue activities in another sector or class of sector.

To reinstate your certificate, you must follow the steps according to the sector in which you want to carry on activities and the period of surrender of your certificate:

Insurance of persons

Surrender period of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de la sécurité financière (CSF)
  2. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate

More than one year and less than three years

  1. Have acted as an insurance of persons representative for at least one year (12 months) prior to the surrender or non-renewal of the certificate
  2. Pass exam 01-111 - Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 130 KB)This link will open in a new windowUpdated on September 7, 2018Life Licence Qualification Program (LLQP)

    To do so, you must:
    - Have valid minimum qualifications valide
    - Follow the two steps of the exam registration process
  3. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate

More than three years

  1. Have valid minimum qualifications
  2. Pass the examinations
  3. Successfully complete the probationary period
  4. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate

Group insurance of persons

Period of surrender of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de la sécurité financière (CSF)
  2. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate

More than one year and less than three years

  1. Have acted as a group insurance of persons representative for at least one year (12 months) prior to the surrender or non-renewal of the certificate
  2. Pass exam 01-111 - Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 130 KB)This link will open in a new windowUpdated on September 7, 2018Life Licence Qualification Program (LLQP)

    To do so, you must:
    - Have valid minimum qualifications
    - Follow the two steps of the exam registration process
  3. Complete the Application for a representative's certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate

More than three years

  1. Have valid minimum qualifications
  2. Pass the examinations
  3. Successfully complete the probationary period
  4. Complete the Application for a representative's certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate

Damage insurance

Period of surrender of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de l'assurance de dommages (ChAD);
  2. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

More than one year and less than three years

  1. Have acted as a damage insurance representative for at least one year (12 months) before the certificate was surrendered or not renewed;
  2. Pass exam 03-114 - Integrate into practice the general principles of law applicable to damage insurance and rules governing the activities of damage insurance representatives (pdf - 68 KB)This link will open in a new windowUpdated on April 20, 2017Integrate into practice the general principles of law applicable to damage insurance and the rules governing the activities of damage insurance representatives;

    To do so, follow the two steps of the exam registration process.

More than three years

  1. Have valid minimum qualifications Under section 17 This link will open in a new window of the Regulation respecting the issuance and renewal of representatives’ certificates, representatives may be exempt from the minimum qualifications prescribed for the sector classes for which they are applying if, for a period of at least one year, their certificates were issued or renewed after October 1, 2002 and he acted as a representative in such sector or sector class.
  2. Pass the examinations;
  3. Successfully complete the probationary period;
  4. Complete the Application for a representative's certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

Mortgage brokerage

Mortgage broker or real estate broker who transferred to the AMF with a right to practise in the mortgage brokerage sector valid or suspended

Surrender period of certificate:

One year or less
  1. Where applicable, have remedied the failure to comply with the rules relating to compulsory professional development (PDUs) for the AMF;
  2. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.
More than one year and less than three years 
  1. Have acted as a mortgage brokerage representative for at least one year (12 months) prior to the surrender or non-renewal of the certificate;
  2. Pass exam 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 October 17, 2019Evaluation, curriculum, mortgage, brokerage, qualification program;
    To write this exam, you must:
    - have valid minimum qualifications;
    - follow the two steps of the exam registration process.
  3. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.
More than three years
  1. Complete the minimum qualifications;
  2. Pass the examinations;
  3. Successfully complete the probationary period;
  4. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

Two special situations:

Real estate brokers who obtained their licence before May 1, 2010 and who have not completed the PDUs referred to in section 24 of the Regulation respecting the compulsory professional development of mortgage brokers (pdf - 48 KB)This link will open in a new windowUpdated on April 8, 2020"regulation, compulsory professional development, mortgage brokers"

Effective May 1, 2022

  1. Complete the minimum qualifications;
  2. Pass the examinations;
  3. Successfully complete the probationary period;
  4. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

Claims adjustment

Surrender period of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de l'assurance de dommages (ChAD);
  2. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

More than one year and less than three years

  1. Have acted as a claim adjuster for at least one year (12 months) before the certificate was surrendered or not renewed;
  2. Pass exam 05-115 - Integrate into practice the general principles of law applicable to damage insurance and the rules governing the activities of claims adjusters (pdf - 69 KB)This link will open in a new windowUpdated on April 20, 2017Integrate into practice the general principles of law applicable to damage insurance and the rules governing the activities of claims adjusters;

    To do so, follow the two steps of the exam registration process.
  3. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

More than three years

  1. Have valid minimum qualifications;Under section 17 This link will open in a new window of the Regulation respecting the issuance and renewal of representatives’ certificates, representatives may be exempt from the minimum qualifications prescribed for the sector classes for which they are applying if, for a period of at least one year, their certificates were issued or renewed after October 1, 2002 and he acted as a representative in such sector or sector class.
  2. Pass the examinations;
  3. Successfully complete the probationary period;
  4. Complete the Application for a representative's certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

Financial planning

Surrender period of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the rules relating to the compulsory professional development of the Institut de planification financière;
  2. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

More than one year AND examination of the Institut de planification financière successfully passed within the past six years

  1. Complete the Application for a representative’s certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.

More than one year AND examination of the Institut de planification financière successfully passed over six years ago

  1. Demonstrate that you applied the competencies acquired through obtaining the diploma issued by the Institut de planification financière:
    • Have held a certificate from the AMF in the financial planning sector for twoThe two-year period does not need to be consecutive. A representative must have held a certificate from the AMF for a total of at least two years over the past six years. of the past six years and have met the professional development obligations;
      or
    • Submit evidence that 40 professional development units (PDUs) have been accumulated in the past six years in accordance with the Regulation respecting the compulsory professional development of financial planners;The PDUs do not necessarily have to be accumulated within a 24-month period. The applicant must, however, have accumulated 40 PDUs, apportioned as described in the Regulation respecting the compulsory professional development of financial planners.
      or
    • Have been authorized to use the title of financial planner for at least two of the past six years under an agreement between your professional orderMay include, until March 31, 2025, the Ordre des administrateurs agréés du Québec (Adm.A.) or, until September 30, 2022, the Ordre des comptables professionnels agréés du Québec (CPA), comprising the former CA, CGA and CMA. and the AMF.
  2. Complete the Application for a representative's certificate (pdf - 496 KB)This link will open in a new windowUpdated on May 27, 2024Application for a representative’s certificate.
Warning

Representatives who are unable to demonstrate that they applied the above competencies will have to successfully pass the exam of the Institut de planification financière again.

End of the warning