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
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3
1
CORE
CONTENT
3
0
2
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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
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0
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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
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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
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