Elevate Your Expertise: Unlock New Opportunities with the Mortgage Suitability Course!

Enroll in this 10-hour course to earn your 10 Professional Hours and receive your Certificate of Completion, enhance your skills, and stay compliant with professional development requirements. Stay ahead in the mortgage industry and align with new standards, including Ontario’s evolving guidelines for mortgage professionals.

  • Master Mortgage Suitability

    Gain in-depth knowledge of assessing client needs, financial capacity, and risk factors, ensuring you recommend the most suitable mortgage products and build trust with clients.

  • Stay Compliant and Ethical

    Learn how to navigate complex regulatory guidelines across Canada, adhere to MBRCC standards, and maintain ethical decision-making in every client interaction, reducing the risk of non-compliance.

  • Boost Your Career Potential

    Develop expertise that sets you apart in the competitive mortgage industry, positioning yourself for career growth, client referrals, and long-term success as a trusted mortgage professional.

Course outline

    1. Welcome to ALI - The Academy of Learning Institute

    2. How to use this course

    3. Before we begin...

    4. 📝"See What You Already Know!" 📝 Before we start, take this quick quiz to check what you already know. Don't worry—it's not a test! It's just a fun way to see where you're starting from. You'll learn everything you need as we go!

    1. Lesson 1: Introduction and Course Overview

    2. Lesson 2: Understanding the Fundamentals of Mortgage Suitability

    3. Lesson 3: The Role of Mortgage Agents and Brokers

    4. Lesson 4: Key Guidelines from the MBRCC

    1. Lesson 1: Client Financial Assessment

    2. Lesson 2: Risk Assessment for Mortgage Products

    3. Lesson 3: Matching Mortgage Products to Client Needs

    1. Lesson 1: MBRCC Guidelines and Provincial Regulations

    2. Lesson 2: Regulatory Variations Across Provinces

    3. Lesson 3: Case Studies in Mortgage Suitability

    1. Lesson 1: Client Education and Communication

    2. Lesson 2: Documentation and Compliance

    3. Lesson 3: Ethical Decision-Making in Mortgage Suitability

    1. Lesson 1: What you have learned

    2. 📂🆓FREE Resource #1 from ALI - Mortgage Suitability Checklist Form

    3. 📜Obtain Your Course Certificate

    4. 📝 Final Course Quiz 1

    5. 📝 Final Course Quiz 2

About this course

  • $49.00
  • 22 lessons

Pricing options

Choose a One Time Payment of only $49 or 3 regular smaller monthly payments of $19.99 for 3 months.

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