Training courses accredited by the CSF, the AMF, the IPF and the Barreau du Québec

Achieve excellence in mortgage brokerage with our professional online training courses

The Platform of Excellence offers you accredited online professional training specially designed for mortgage brokers and responsible officers. Our programs enable you to master the compliance rules and legal obligations essential to your practice, while ensuring you stay up to date with industry regulatory standards.

With the Platform of Excellence, develop essential skills, strengthen your expertise and position yourself as a recognized and trusted professional. Ensure the continuity of your career through ongoing training.

Discover our training courses

Why choose the Platform of Excellence?

01

Up-to-date modules

Our online training courses include the latest mortgage industry regulations to help you keep your knowledge up to date.

02

Practical and flexible

Progress at your own pace with our distance learning courses, available 24/7 wherever you are.

03

AMF-recognized certification

An asset that will enhance your skills and strengthen your credibility with your partners and customers.

04

Dynamic lessons and concrete examples

Practical advice to help you establish a practice that complies with the rules governing mortgage brokerage.

Our training courses

Laws and regulations applicable to mortgage brokerage

  • Objective : Adopt concrete strategies to comply with legal requirements, including:
  • Protection of personal information.
  • Handling complaints.
  • Anti-spam legislation and the National DNCL
  • Benefit : Obtain 1 PDU specific to the responsible officer (art. 5 of the Regulation respecting compulsory professional development for mortgage brokers) or 1 PDU as per article 4 for mortgage brokers.
Discover this training course

Money laundering and terrorist financing:
responsibilities of mortgage brokers

  • Objective : Learn the tools and practical knowledge to identify risk indicators and comply with reporting obligations to the authorities.
  • Legal and regulatory obligations for mortgage brokers
  • Identification of suspicious activity
  • Possible penalties for non-compliance
  • Benefit : Earn 1 compliance-specific PDU (in accordance with regulatory requirements applicable to mortgage brokers) or 1 PDU under section 4 for mortgage brokers.
Discover this training course

Our training courses are designed for mortgage brokers:

Beginners who want to master the basics.

Experienced, looking to deepen their skills.

Managers who wish to keep up to date with their compulsory training.

Why take these mortgage brokerage courses?

Maintain your certification

Our online training courses help you stay up to date and maintain your professional accreditation.

Maintain your reputation

By following best practices, you can maintain a solid reputation with your partners.

Serving your customers

Master your legal obligations with our distance learning courses to offer a transparent, compliant service.

Customer testimonials

Thank you so much, I needed a lot of clarification on this. I'm glad I did the training !

This training format was very pleasant. With a smile in your voice and small segments, it wasn't too heavy to listen to. Thank you very much.

Very timely, I had taken lots of notes for everyone to follow. Interesting and very relevant. 5 out of 5.

Great training. You're a really good communicator. Thanks a lot !

Thank you so much! Relevant and useful training. Great job!

Excellent training, clear and precise.

Very good training. It put the information back into my practice. We know it, but responding to it is different. Excellent, thank you.

Very interesting

Great training !

Excellent, clear and precise training

Very interesting! Thanks a lot!

Thank you so much! Relevant and useful training. Great job!

Very timely I had taken many notes to be followed by all Interesting and very relevant 5 out of 5

Great training. You're a really good communicator. Thanks a lot!

good training

Our partners

Expand your knowledge and ensure compliance

Take our online training courses, whether you’re in Montreal, Quebec City, Laval or elsewhere.

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Contact details

Opening hours

  • Courses : 24/7
  • Customer service :
  •     Mon - Fri : 9h - 17h
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