DIRECTORY OF OACIQ TRAINING ACTIVITIES
Transcription
DIRECTORY OF OACIQ TRAINING ACTIVITIES
September 30, 2016 DIRECTORY OF OACIQ TRAINING ACTIVITIES Filter : online Title CEUs Category Agency executive officer, more than a director Online 5 Annex R - Residential immovable - Online RELEVANCE LEVEL Res. Comm. Mtge AEO CORE CONTENT 0 0 0 3 1 CORE CONTENT 3 0 2 2 Avoid disputes by properly preparing clients and their documents for the notary - Online 1 CORE CONTENT 3 3 0 2 Divided co-ownership : use of forms - Online 3 CORE CONTENT 3 0 1 3 Electronic Document Management : For a successful EDM - Online 1 CORE CONTENT 2 1 1 3 Landslides: Zoning, Prevention and Brokerage Online 1 SPECIALIZED CONTENT 3 2 0 2 Mandatory continuing education on collaboration Online 2 CORE CONTENT 3 3 3 3 Mandatory Continuing Education on the New Elements and Amendments to Forms - Online training - English version only 4 CORE CONTENT 3 2 2 2 Presence of pyrrhotite and real estate transactions Online - OFFERED IN FRENCH ONLY 3 CORE CONTENT 3 2 1 2 Professional conduct, the cornerstone of your daily practice - Online 2 CORE CONTENT 3 3 3 3 Radon : To better advise your clients - Online 1 SPECIALIZED CONTENT 3 1 0 1 Social media : how laws influence your content 1 SPECIALIZED CONTENT 3 3 3 3 The most frequently asked questions received by the OACIQ Info Center - Online 1 CORE CONTENT 3 0 0 2 Page 1/16 September 30, 2016 Agency executive officer, more than a director - Online Filter : online Title Agency executive officer, more than a director - Online CEUs Category 5 CORE CONTENT Price Date Place Language $175.00 N/A Online training English Book Now $175.00 N/A Online training French Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 0 0 0 3 DESCRIPTION This mandatory training is the outcome of decisions made by the Agency executive officer working group created as a result of the Real Estate Summit of February 2012. It will be an opportunity to reflect on how to show a positive and effective leadership to improve brokers’ work quality and give the public a professional picture of real estate and mortgage brokerage. OBJECTIVES Understanding the agency executive officer’s role in the smooth running of an agency; Influencing brokers to work with quality, added value and cooperation; Supporting brokers in the performance of transactions. TOPICS Introduction Roles of the agency executive officer Task delegation Fraud and illegal acts Coaching and supervision Collaboration Advertising, representations and promotions by brokers Fonds d'assurance responsabilité professionnelle du courtage immobilier What are the rules concerning electronic document management ? What are the rules for electronic signature ? Under which circumstances can the remuneration be shared in residential and commercial brokerage ? What are the rules to be respected when a broker buys, sells or acts as a lender ? The Brokerage contract - Purchase (BCP) : educate brokers on this tool Page 2/16 September 30, 2016 Annex R - Residential immovable - Online Filter : online Title Annex R - Residential immovable - Online CEUs Category 1 CORE CONTENT Price Date Place Language $35.00 N/A Online training French Book Now $35.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 0 2 2 Determining and managing deadlines on promise to purchase forms can sometimes cause a headache, especially when several prospective buyers are concerned and a 72-hour notice comes into play. Familiarize yourself with the use of Annex R, which is supplementary to these forms. Learn how to use the clauses of this annex wisely, prepare and send notices and make the required follow-ups. Thus you will reduce the risk of misunderstandings between the parties and help ensure the smooth running of transactions. OBJECTIVES Complete Annex R – Residential immovable with accuracy Advise a client on the notification process Correctly interpret all the clauses in order to minimize the risk of disputes FLOW Drafting and presenting a promise to purchase conditional upon the sale of an immovable The promise to purchase is accepted Issuing notices A second promise to purchase comes into play Clause R2.4, the wait Clause R2.5, the remuneration Page 3/16 September 30, 2016 Avoid disputes by properly preparing clients and their documents for the notary - Online Filter : online Title Avoid disputes by properly preparing clients and their documents for the notary - Online CEUs Category 1 CORE CONTENT Price Date Place Language $35.00 N/A Online training French Book Now $35.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 3 0 2 DESCRIPTION The signing of a deed of sale before a notary is a crucial step in the completion of a real estate transaction. But how do you ensure that this step will take place without surprises and will not be overshadowed by an unfortunate discovery about the immovable or one of the parties to the transaction? This online training presents an inventory of steps to follow and documents to check and verify for the smooth running of a transaction and for the preparation of the file for the notary. Discover the role of the notary and how an effective preparation and collaboration help you limit the risk of disputes. OBJECTIVES Explain the importance of properly informing the client and documenting the file; Recognize the elements requiring validation and the importance of documenting your research; Identify which documents go to the notary and which are kept at the agency; Recognize the importance of establishing a climate of collaboration and clear communications with the notary; Forward a complete file to the notary, either electronically and/or on paper. FLOW Duties and obligations of the broker and the agency towards the client Overview of the elements to validate concerning the immovable The role of the notary Preparing the file for the notary Tips to avoid disputes Information sources on the documentation Conclusion Page 4/16 September 30, 2016 Divided co-ownership : use of forms - Online Filter : online Title Divided co-ownership : use of forms - Online CEUs Category 3 CORE CONTENT Price Date Place Language $105.00 N/A Online training English Book Now $105.00 N/A Online training French Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 0 1 3 DESCRIPTION Via simulations, you will go through all the steps of a transaction involving a condo property. This activity will help you improve your knowledge and use of the various forms that deal specifically with transactions involving a fraction of a residential immovable held in divided co-ownership. OBJECTIVES Properly inform the seller and the buyer Protect the clients' interests Gather the relevant paperwork Complete the forms required for the sale or purchase of a private portion of a chiefly residential held in divided co-ownership TOPICS What is divided co-ownership Glossary – Match the definition Mandatory forms The Brokerage contract – Divided co-ownership Request for information to the syndicate of co-owners (recommended form) Purchase of a private portion of a chiefly residential immovable held in divided co-ownership Page 5/16 September 30, 2016 Electronic Document Management : For a successful EDM - Online Filter : online Title CEUs Category 1 CORE CONTENT Electronic Document Management : For a successful EDM - Online Price Date Place Language $35.00 N/A Online training French Book Now $35.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 2 1 1 3 What are the benefits of electronic document management (EDM)? Are you wondering about the security aspect of this switch to technology to manage your records? This training will help you understand what the EDM means for brokers, in addition to explaining how to maintain the legal value of your documents. Training goals Describing the EDM process; Showing how to maintain the legal value of documents by EDM; Recognizing the ethical obligations associated with the EDM; Selecting an EDM system; Listing EDM’s good practices. Training flow The EDM’s process; The legal value of electronic documents; How to ensure the integrity of a document: Ethical obligations; Choice of the electronic document management system; Electronic document management good practices; Digitization; Quality control; Retention of documents; Retention period. Page 6/16 September 30, 2016 Landslides: Zoning, Prevention and Brokerage - Online Filter : online Title Landslides: Zoning, Prevention and Brokerage - Online CEUs Category 1 SPECIALIZED CONTENT Price Date Place Language $35.00 N/A Online training English Book Now $35.00 N/A Online training French Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 2 0 2 Description The real estate industry is facing rapid changes in zoning to prevent landslides. Every time new zones are defined, some properties are identified as being part of a “landslide restriction zone”, even though they weren’t previously. Such identification generates questions from the public and real estate brokers alike, with regard to the applicable legislation or other considerations, like insurance coverage. This training will give you a better handle on zoning with regard to landslides, and enable you to provide the different parties in a real estate transaction with accurate information. Objectifs This training will enable brokers: to provide accurate information to the public regarding the physical and regulatory aspects of landslides; to advise and inform the parties in a transaction regarding the effects that being located in a landslide restriction zone can have on a property; to fill out the transactional documents correctly and obtain the relevant documentation. Course content What is a landslide? Restriction zones and prevention measures Insurance and financial assistance Inform and advise the parties Commercial brokerage Page 7/16 September 30, 2016 Mandatory continuing education on collaboration - Online Filter : online Title Mandatory continuing education on collaboration - Online CEUs Category 2 CORE CONTENT Price Date Place Language $70.00 N/A Online training French Book Now $70.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 3 3 3 DESCRIPTION This mandatory training is the outcome of decisions made by the working group - collaboration created as a result of the Real Estate Summit of February 2012. In this regard, the training will focus on the use of brokers’ knowledge, experience and judgement in specific situations to advance the quality of collaboration between real estate brokers. On this page you will find all the relevant information about this education activity so you can register and take the training. OBJECTIVES Apply collaboration behaviours in real estate transactions Interpret the rules associated with collaboration between brokers. TOPICS Listing an immovable before putting it on the market; Sending the relevant information to brokers collaborating in a transaction; Sharing remuneration; Respecting the relationship between a broker and his client; Informing any broker with whom we collaborate of the existence of any transaction promise; The process of a request for assistance. Page 8/16 September 30, 2016 Mandatory Continuing Education on the New Elements and Amendments to Forms - Online training - English version only Filter : online Title Mandatory Continuing Education on the New Elements and Amendments to Forms - Online training - English version only CEUs Category 4 CORE CONTENT Price Date Place Language $140.00 N/A Online training French Book Now $140.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 2 2 2 The online training is divided into several modules that you can take at different times without disrupting your professional activities, and this is regardless of the time and place where you are. As your agency executive officer took the training in advance, you can refer to him or her if you need help or guidance. If you register for this training in English, you must take it entirely in that language. Page 9/16 September 30, 2016 Presence of pyrrhotite and real estate transactions - Online - OFFERED IN FRENCH ONLY Filter : online Title Presence of pyrrhotite and real estate transactions Online - OFFERED IN FRENCH ONLY CEUs Category 3 CORE CONTENT RELEVANCE LEVEL Res. Comm. Mtge AEO 3 2 1 2 DÉROULEMENT En Mauricie (soit la région administrative 04), un nombre alarmant de fondations d’immeubles se dégradent prématurément en raison de la présence de pyrrhotite dans le béton. Conséquemment, les transactions d’immeubles affectés par ce minéral se concluent difficilement. Cette nouvelle formation vous épaulera en vous informant sur les procédures à suivre qui tiendront compte des bonnes pratiques professionnelles, des règles de droit et des ajustements quant à l’utilisation et à la rédaction des contrats et formulaires de courtage immobilier. Avant de pouvoir participer à toute transaction en Mauricie, tous les courtiers immobiliers et hypothécaires ont l'obligation déontologique d'avoir suivi la formation donnée à Trois-Rivières en avril 2013 ou cette version en ligne, ou encore d'obtenir l'aide d'un courtier qui l'aura suivie. OBJECTIFS S'instruire sur la problématique qu'est la pyrrhotite afin d'informer adéquatement les parties impliquées dans une transaction immobilière Vérifier les informations reçues des clients pour les conseiller judicieusement Compléter les formulaires de courtage immobilier en tenant compte de la problématique causée par la pyrrhotite Collaborer harmonieusement avec les parties impliquées dans la transaction immobilière DÉROULEMENT Introduction Contexte Bonnes pratiques professionnelles du courtier qui participe à la transaction pouvant être affectée par la pyrrhotite Mise en marché d'une propriété pouvant être touchée par des problèmes liés à la pyrrhotite Achat d'un immeuble pouvant être touché par des problèmes liés à la pyrrhotite Mesures civiles et disciplinaires Programmes d'aide disponibles Conclusion CONFIGURATION MINIMALE 1. Systèmes d’exploitation supportés : Windows XP, Vista, 7 et 8; Mac OS 10.4.X et plus; 2. Processeur et mémoire vive : Processeur de 2 GHz et plus; Mémoire vive de 2 Go et plus; Page 10/16 3. Affichage : Résolution de 1024 x 768; 4. Navigateurs supportés : Internet Explorer 8, 9 ou 10 Firefox 6 et plus; Safari 4 et plus; Google Chrome; 5. Le plugiciel Flash version 11 ou plus récent doit être installé; 6. JavaScript doit être activé; Aucun remboursement. Si vous souhaitez payer par chèque, veuillez compléter le formulaire de paiement par chèque et nous le faire parvenir par la poste accompagné de votre paiement. Veuillez prévoir un délai de traitement de 10 jours. Si vous désirez payer par carte de crédit et ainsi vous assurer du traitement immédiat de votre inscription, veuillez cliquer sur le bouton ci-dessous et procéder au paiement en ligne. Page 11/16 September 30, 2016 Professional conduct, the cornerstone of your daily practice - Online Filter : online Title Professional conduct, the cornerstone of your daily practice - Online CEUs Category 2 CORE CONTENT Price Date Place Language $70.00 N/A Online training French Book Now $70.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 3 3 3 DESCRIPTION The broker is a professional who has the competence and expertise to complete a transaction. What’s more, the fact that he has obligations to fulfil, which are moreover recorded in writing on the various mandatory or recommended forms, represents a value-added for the public. In this context, the ethical commitments that brokers alone make to the clients they represent, make a difference and ensure public protection. In short, professional conduct is a unique guarantee! A guarantee of verification, information and advice. A guarantee backed by professional liability insurance and an Indemnity fund. OBJECTIVES Follow the rules when faced with ethical dilemmas; Identify the possible impacts of not following the brokers’ rules of professional conduct Prevent the risks of fault, error and omission. TOPICS Introduction Acting transparently Preserving the profession’s image Guiding your clients and making a difference Collaborating with other brokers Duties and collaboration towards the profession Conclusion Page 12/16 September 30, 2016 Radon : To better advise your clients - Online Filter : online Title Radon : To better advise your clients - Online CEUs Category 1 SPECIALIZED CONTENT Price Date Place Language $35.00 N/A Online training French Book Now $35.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 1 0 1 Description Radon is an invisible, odourless radioactive gas naturally present in the soil. In the open air, the amount of radon gas is very small, but when radon enters and accumulates in a building, it can reach high levels and pose a health risk. This radon training has been developed to let brokers know about Health Canada’s guideline regarding radon, so they can adapt their practice accordingly.This training will also help them: Fulfill their duty to inform, verify and advise concerning radon; Answer their clients’ questions about radon; Recognize the different radon mitigation systems that may already be present in a home. Refer clients to the appropriate resources when they wish to carry out a radon test, solve a radon problem or obtain any information about radon. Goals This training will help brokers to: Fulfill their duty to inform, verify and advise concerning radon; Answer their clients’ questions about radon; Recognize the different radon mitigation systems that may already be present in a home; Refer clients to the appropriate resources when they wish to carry out a radon test, solve a radon problem or obtain any information about radon. Flow Introduction Radon : a colourless, odourless gas Radon Health Effects Cross-Canada Survey of Radon Concentrations in Homes Health Canada's recommendations Mitigation Methods Page 13/16 Duties and obligations of the broker Page 14/16 September 30, 2016 Social media : how laws influence your content Filter : online Title Social media : how laws influence your content CEUs Category 1 SPECIALIZED CONTENT Price Date Place Language $35.00 N/A Online training French Book Now $35.00 N/A Online training English Book Now RELEVANCE LEVEL Res. Comm. Mtge AEO 3 3 3 3 DESCRIPTION Would you be prepared to see all the work and effort you invested to build your career go up in smoke? Social media now form an integral part of our lives. They have applications in the field of real estate and their use offers many benefits. However, they can involve risks if not used prudently. Today we are witnessing the emergence of disputes that are directly or indirectly related to the increasing use of social media. Courts now allow evidence obtained via social media. The purpose of this training activity is to help you avoid being involved in a dispute. TOPICS Introduction Respecting basic rights Complying with the Real Estate Brokerage act Overseeing the use of social media Conclusion Page 15/16 September 30, 2016 The most frequently asked questions received by the OACIQ Info Center - Online Filter : online Title The most frequently asked questions received by the OACIQ Info Center - Online CEUs Category 1 CORE CONTENT RELEVANCE LEVEL Res. Comm. Mtge AEO 3 0 0 2 DESCRIPTION Info OACIQ est le centre de renseignements de l’Organisme à contacter pour toute question en lien avec le courtage immobilier. Ses agents d’information peuvent répondre aux questions des courtiers ou du public concernant une transaction immobilière dans laquelle un courtier est impliqué, la Loi sur le courtage immobilier et ses règlements, les formulaires édités par l’OACIQ et les activités, les produits et les services offerts par l’Organisme. OBJECTIFS Mieux connaître Info OACIQ Trouver des réponses aux questions fréquentes des courtiers Gérer de façon adéquate certaines situations qui se présentent au quotidien DÉROULEMENT Module 1 – Introduction Module 2 – Questions liées à la Promesse d’achat Module 3 – Questions liées à l’Annexe R Module 4 – Questions liées à la bonification d’une promesse d’achat Module 5 – Questions liées au formulaire Déclarations du vendeur sur l’immeuble Module 6 – Questions liées au formulaire Avis et suivis de réalisation de conditions Module 7 – Questions liées au changement d’agence ou de statut Module 8 – Conclusion Page 16/16