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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate

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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate

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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

Two special situations:

Mortgage broker or real estate broker whose licence was revoked by the OACIQ 

Between May 1, 2019 and April 30, 2020 

The broker has 12 months as of the date the licence was revoked by the OACIQ to:

• Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

Before May 1, 2019 

To obtain a certificate in mortgage brokerage, the broker must:

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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

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 (PDU) of the Institut québécois en planification financière (IQPF);
2. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

More than one year AND IQPF examination successfully passed within the past six years

1. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.

More than one year AND IQPF examination successfully passed over six years ago

1. Demonstrate that you applied the competencies acquired through obtaining the diploma issued by the IQPF:
   • 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 (PDU) obligations;
     or
   • Submit evidence that 40 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 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 - 499 KB)This link will open in a new windowUpdated on January 27, 2024Application for a representative’s certificate.