Management Essentials Course – July

Title: Managements Essentials July 2024
Location: Delivered in an interactive Zoom environment
Start date: 09 July, 2024
Cost:$375.00 for members or $650.00 for non-members

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Whether you are a Broker, Manager or a Designated Individual, it is important to know how to manage a team. Our Management course teaches you the essentials of taking that next step, understanding some of the regulatory requirements, and practical advice from those at the top who know how to manage a successful team.

This course is for you if you want to become a manager, have recently become a leader, or just want to take your skills to the next level. Topics covered include management responsibilities, the IRIS portal, effective leadership, disclosure and conduct requirements, and more.

Note: The course material is divided into two morning sessions, delivered via an interactive online learning platform. Participants must attend both sessions in order to receive their Management Essentials (DI) Course completion certificate.

Format: Webinars
Dates: Tuesdays and Thursdays from 9:00AM-1:00PM on July 9 & 11
Enrollment fees: $375 + GST for Members and $650 + GST for Non-Members

Notable topics and instructors presented in this course

Mortgage Brokers Act: Registrations and Definitions

Ray Basi | Director of Education and Policy CMBA-BC


Christine Buemann | Co-Owner at The Collective Mortgage Group

Hiring Responnsibilities

Bob Matick | Broker Relations Manager at Dominion Lending Centres Fanson Capital Mortgages

Contractual Obligations

Dustan Woodhouse | Entrepreneur at Be The Better Broker INC

Management Responsibilities

Bill Macklem | President at Dominion Macklem Mortgages

Reviews from students who recently took this course:

It has been an excellent class. Great facilitation/presentation, great selection, and contributions by guest speakers. Thank you.

Annette Roehlig

A friend of mine recommended this course. What great advice! I learned so much about mortgages beyond what is in the textbook.

Ivy Hu, Prime Capital Mortgage

The facilitators were amazing sources of knowledge. They covered so much information and provided real-world examples. 

Krista Krohn, DLC BlueTree Mortgages West

Questions? Please contact Ray Basi at

Interested in sponsorship opportunities? Please contact