Designated Individual Course – September 17
| Title: | Designated Individual Course |
|---|---|
| Location: | 700 - 625 Howe Street, Vancouver, BC |
| Start date: | 17 September, 2018 |
| Cost: | $325.00 for members or $475.00 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.