ONTARIO MORTGAGE BROKER EDUCATION PROGRAM

Phase II — Instructor-Led Learning

Build on the knowledge and skills developed in Phase I through instructor-led discussion, practical activities and real-world scenarios focused on the responsibilities of managing a mortgage brokerage.

Next Session:

Date: September 14 - 18
Time: 9 AM - 5 PM
Location: Mortgage Professionals Canada Vaughan Training Facility

Phase I Required Instructor-Led Interactive Learning Attendance Required

View the Full Broker Program

IN-CLASS

Phase II

Instructor-led in-class learning
Interactive discussions and activities
Practical, real-world scenarios
Apply regulatory and compliance concepts
Full attendance is mandatory
Phase I completion required

PHASE II FEE Included with Phase I

WHAT TO EXPECT

Put Your Broker Knowledge Into Practice

Phase II builds on the knowledge developed in Phase I through instructor-led discussion, practical activities and real-world scenarios focused on the responsibilities of managing a mortgage brokerage.

INSTRUCTOR-LED

Learn with Industry Professionals

Work with an experienced facilitator and other mortgage professionals in a structured, interactive learning environment.

PRACTICAL APPLICATION

Apply What You Learned in Phase I

Explore practical examples, activities and fact-based scenarios that connect Phase I concepts to real brokerage situations.

INTERACTIVE LEARNING

Discuss Real-World Scenarios

Participate in open discussion and collaborative activities that help bring regulatory and compliance concepts into practice.

BROKERAGE RESPONSIBILITIES

Strengthen Your Compliance Knowledge

Examine the practical application of Ontario mortgage legislation, regulations and brokerage-level compliance management responsibilities.

BEFORE YOU REGISTER

Make Sure You’re Ready for Phase II

Phase II is the second required component of the Ontario Mortgage Broker Education Program. Review the requirements below before selecting a session.

Complete Phase I first. Full completion of Phase I is a mandatory prerequisite for registration in Phase II.
Register within one year. You must register for a Phase II session within one year of completing Phase I.
Plan to attend the full session. Attendance for the full day on every scheduled class day is mandatory.
Arrive on time and remain for the full class. Participants who arrive late or leave early may not be permitted to complete the required examination.
Register early. Space is limited and registration may close once capacity is reached or before the scheduled session begins.

Cancellation and transfer policies apply. Please review the OMBEP Course Policies and FAQ before registering.

PHASE II STUDENT EXPERIENCE

“This course is a great primer for those looking to delve into the nuances of the mortgage industry from a practical aspect (i.e. running your own brokerage) to understanding the importance of compliance and the implications of the MBLAA (2006).”

May 3, 2024 Ontario Mortgage Broker Student

View the Full Ontario Mortgage Broker Education Program