Length of practice interruption period:

One year or less

1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) for insurance of persons representatives and group insurance of persons representatives;
2. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within one year following the surrender or non-renewal of the certificate issued by the AMF.

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 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within three years following the surrender or non-renewal of the certificate issued by the AMF.

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 1^st, 2026Application for a representative’s certificate.

Length of practice interruption period:

One year or less

1. Where applicable, have remedied the failure to comply with the compulsory professional development rules for group insurance of persons representatives;
2. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within one year following the surrender or non-renewal of the certificate issued by the AMF.

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 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within three years following the surrender or non-renewal of the certificate issued by the AMF.

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 1^st, 2026Application for a representative’s certificate.

Length of practice interruption period:

One year or less

1. Where applicable, have remedied the failure to comply with the compulsory professional development rules for damage insurance representatives and claims adjusters;NOTE
2. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within one year following the surrender or non-renewal of the certificate issued by the AMF.

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.
3. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within three years following the surrender or non-renewal of the certificate issued by the AMF.

More than three years

1. Have valid minimum qualifications;#1
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 1^st, 2026Application for a representative’s certificate.

Length of practice interruption period:

One year or less

1. Where applicable, have remedied the failure to comply with the rules relating to compulsory professional development;
2. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within one year following the surrender or non-renewal of the certificate issued by the AMF.

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 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within three years following the surrender or non-renewal of the certificate issued by the AMF.

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 1^st, 2026Application for a representative’s certificate.

Length of practice interruption period:

One year or less

1. Where applicable, have remedied the failure to comply with the compulsory professional development rules for damage insurance representatives and claims adjusters;
2. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within one year following the surrender or non-renewal of the certificate issued by the AMF.

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 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within three years following the surrender or non-renewal of the certificate issued by the AMF.

More than three years

1. Have valid minimum qualifications;NOTE
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 1^st, 2026Application for a representative’s certificate.

Length of practice interruption period:

One year or less

1. Where applicable, have remedied the failure to comply with the compulsory professional development for financial planners;
2. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

NOTE: These steps must be completed within one year following the surrender or non-renewal of the certificate issued by the AMF.

More than one year, if the examination of the Institut de planification financière was passed within the last six years

1. Complete the Application for a representative’s certificate (pdf - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.

More than one year, if the examination of the Institut de planification financière was passed more than last 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 - 499 KB)This link will open in a new windowUpdated on January 1^st, 2026Application for a representative’s certificate.