Designated Individual Course – September 10

Title: Designated Individual Course
Location: 700 - 625 Howe Street, Vancouver, BC
Start date: 10 September, 2018
Cost:$325.00 for members or $475.00 for non-members



September 10, 2018
9:00am – 4:30pm
Suite 700 – 625 Howe St , Vancouver, BC (BC Notaries classroom)
$325 + GST for members; $475 + GST for non-members

CMBA-British Columbia is pleased to offer this course for broker managers. Its aim is to provide a basic understanding of the requirements to manage sub-brokers and achieve a minimal regulatory compliance standard. All broker owners, corporate members, franchise managers/owners and appropriate individuals should participate. Class size is limited to ensure quality interaction between participants and instructor.

This is a full day session beginning at 9am and concluding at 5pm. Meals, breaks and a course manual are included. An overview of the course is as follows:

Introduction/Overview
Introduction
Course Outline and Manual
Expectations and Housekeeping

Role Definitions
Mortgage Broker
Submortgage Broker
Unlicensed Assistant

Disclosure Requirements
BPCPA Cost of Credit Disclosure Form
Criminal rate
Form 9
Form 10
Form 11

Hiring Responsibilities
Requirements
Résumé
Interview
Reference Checks
Criminal Record Checks
Credit Checks

Contractual Obligations
Employment Contracts
Branch and Home Offices
Individuals and Corporations
Potential Liabilities

Management Responsibilities
Your Responsibility
Credit Reports
File Management
Fraud Awareness
Trust Accounts
Management Tips

Exercises and supporting documents accompany the complete DI Manual. You may direct any questions concerning this educational opportunity to the CMBA-BC at 604.408.9989.