New Agents. Get Started!

New Career – How to Get Educated / Licensed

Educational and Licensing requirements vary by province and individuals should inquire with the provincial governing body and educational institution(s) in their province for more information.

The associations in Canada are great resources for this information and we encourage all those looking to get their Mortgage Professional career started, take a look at the content offered on the sites below:

  • AMBA (Alberta Mortgage Brokers Association)
  • CAAMP (Canadian Association of Accredited Mortgage Professionals)
  • IMBA (Independent Mortgage Brokers Association)
  • MBABC (Mortgage Brokers Association of BC)

New Agent – How to Get Started

Expert features a comprehensive Online Help that teaches you all things Expert! Treat the Online Help as either a user manual to be read from end-to-end, or as a knowledge base for quick answers to keyword searches.

The Online Help is also a gateway to other valuable learning aids in the form of the following:

FAQ – answers to frequently asked questions

eLearning Tutorial Modules – providing walkthroughs on specific areas of mortgage processing

Expert Review Quiz – a series of quiz modules to help retain what you have learned. Upon successful completion, a Certificate of Completion will be generated for you, and you will be entitled to three Continuing Education (CE) units from CAAMP in the category of Professional Development.

The Online Help is available from Expert by clicking the Help tab.


Other Educational Links and Offerings

Licensing Courses

Please note that licensing requirements differ by province and individuals should inquire with the provincial governing body and educational institution for more information.

For more information on the licensing requirements, please visit http://caamp.org/clist.php?pid=88.

Industry Educational Offerings

  • AMBA (various educational offerings specific to Alberta)
  • AMP Pre-Accreditation Courses (including: Ethics and Responsibilities for Mortgage Professionals)
  • CAAMP Continuing Education (CE) (including: Events, Online Courses, Third Party Provider Events)
  • CMHC – The CLASSROOM (The CLASSROOM for Mortgage Professionals puts you in touch with a wealth of CMHC’s in-person, on-line and webinar training on a wide range of housing topics including home buying, renovating, greening, housing markets, mortgage loan insurance, and more.)
  • Genworth eLearning Courses (including: Essentials of Electronic Communication, Developing Excellent Time Management Habits, etc.)
  • Genworth Workshops for Mortgage Professionals (i.e. Understanding Appraisals, Understanding Credit Reports, Shut the Door on Fraud, Condition Fulfillment, Underwriting 101, etc.)
  • IMBA (Mortgage Agent licensing courses, online Continuing Education courses, seminars and symposiums and more)
  • MBABC (various educational offerings specific to B.C.)
  • MBIBC (Online Mortgage Brokers Institute for Licensing and Continuing Education)

AMP (Accredited Mortgage Professional) Designation:

AMP is the only national proficiency standard for Canada’s mortgage industry. Launched in 2004, the AMP designation was developed as part of CAAMP’s ongoing commitment to increasing the level of professionalism in Canada’s mortgage industry.

Davis + Henderson has been a keen supporter of the AMP since its launch.

For more information about the AMP, please visit: http://caamp.org/info.php?pid=39