featured course
Mortgage Broker Fundamentals
Mortgage Broker Fundamentals is a comprehensive, real‑world training program designed to guide new brokers through the entire mortgage process — from finding clients to staying connected long after the deal closes. This course goes far beyond technical instruction: It blends practical skills, real‑life scenarios, professional judgment, and the soft skills that truly set successful brokers apart.
Delivered through a hybrid format, the MBF includes nine hours of live, online instruction from experienced educators Julie Sheremeto and Juliana Mason, plus additional on-demand learning modules to complete at your own pace. Together, these components provide a comprehensive, practical introduction to the full mortgage workflow.
Join us this fall for our next series of live sessions:
- Thurs., Sept 10: 11:30 AM – 2:30 PM
- Thurs., Sept 17: 11:30 AM – 2:30 PM
- Thurs., Sept 24: 11:30 AM -2:30 PM
unlocking knowledge
Find Your Ideal Learning Path
Expand your expertise and stay ahead of industry shifts with a learning hub designed for every stage of your professional growth. Explore upcoming in‑person events and live webinars, dive into on‑demand courses and past recordings, stay informed with news and insights, and tap into practical resources that support your day‑to‑day work.
Your next step forward starts wherever you choose to begin.
In-Person Events & Live Webinars
Connect with peers, sharpen your skills, and stay current with industry trends through a mix of dynamic learning experiences. It’s learning that meets you where you are, both online and in person.
Explore upcoming events
On-Demand Courses & Webinar Recordings
Learn at your own pace with a growing library of on‑demand courses and webinars designed to fit your schedule.
Explore on-demand content
Industry News & Insights
Stay informed with timely updates, expert perspectives, and curated content that keeps you connected to what’s shaping the mortgage industry.
Explore the latest news
Learning Resources & Toolkits
Access practical tools that support your work every day, including exclusive Member Bulletins and clear, condensed overviews of key regulatory updates and releases.
Explore member resources
workshop
Business Planning with AI
Renee Stribbell’s highly requested Business Planning AI Workshop is now available on‑demand, giving you the flexibility to complete it at your own pace while working directly through her proven six‑section framework: vision, ideal clients, financials, systems, marketing, and your 90‑day plan.
This on‑demand session includes Renee’s full downloadable toolkit:
- Confident Mortgage Broker Master AI Prompts
- Accountability Template
- Confident Broker Business Plan
Follow along with Renee’s lesson as she walks you through each section step‑by‑step, using AI prompts designed specifically for mortgage brokers to help you fill in the blanks, generate clarity, and leave with a real, actionable business plan.
Expert Series
MSA Transition 102
Watch this Expert Series session focused on the accounting and operational considerations you need to understand as part of the MSA transition.
Moderated by Marci Deane, Gary Gill and Subeg Grewal walk through how the new framework affects personal mortgage corporation (PMC) structures, financial reporting, shareholder and payroll requirements, commission flows, corporation name changes, and key CRA and banking expectations.
Key discussion points include:
- MSA transition education is mandatory — and time-sensitive
- PMCs offer flexibility, but the rules are strict
- Existing corporate structures may need major restructuring
- The Phase 1 deadline (May 29, 2026) is critical for existing corporations
- Incorporation only creates meaningful tax advantages in the right circumstances
courses
Connect, Learn, & Grow
CMBA-BC members receive an exclusive 40% discount on MBIBC courses to support ongoing professional development, as well as free access to all Expert Series webinars.
Mortgage Broker Fundamentals (April 2026)
Mortgage Broker Fundamentals (MBF) Welcome to the Mortgage Broker Fundamentals (MBF) hybrid course! We are thrilled to have you join us. Over the next few weeks, you will build the skills, conf...
Mortgage Services Act: What It Means for You
Watch this recorded webinar for an essential session on the transition to the Mortgage Services Act (MSA), and what it means for brokers, principal brokers, and brokerages in British Columbia. Whi...
MSA Transition 102: Accounting and Operational Considerations
Watch this Expert Series session focused on the accounting and operational considerations you need to understand as part of the MSA transition. Gary Gill and Subeg Grewal walk through ho...
Events
What’s Exciting at CMBA-BC
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2026 Grow & Connect – Vancouver Island (Nanaimo)
Vancouver Island Conference Centre 101 Gordon St, Nanaimo, British Columbia, CanadaConnect faster. Learn smarter. Build local relationships. Speed networking, practical insights, and a relaxed social for brokers on Vancouver Island.
Member pricing is available. To view member rates, please log in to your CMBA-BC account before purchasing your ticket.Get Tickets $94.00