Creating Policy & Procedure Manuals

Creating Policy & Procedure Manuals
	*Every brokerage must have a Policy & Procedures Manual.* Don't know where to start? Start here! Policy & Procedures Manuals help organizations run their operations smoothly by clearly stating expectations and courses of actions in response to any given situation. Make sure your brokerage is: Complying with regulation & standards Ensuring consistency with business practices Providing staff with clear courses of action Establishing a system to protect the company and address common occurances in the business 3 AMP credits available.
What will I learn from this session? In this course, we direct our focus to the creation of quality Policy & Procedures Manuals. The consistent use of a well-written manual can save a company from confusion, ambiguity, and ultimately, save management and staff time. By completing this course, participants will be able to: Evaluate key elements of quality manuals Specify the topics and depth of information required in Policy & Procedures Manuals Structure a Policy & Procedures Manual Write polciies, procedures and requirements clearly and concisely Identify elements specific to the mortgage brokering industry Participants will leave the course confident and knowledgeable about creating a compliant, effective, easy-to-read manual. They will walk away with a Policy & Procedures Manual template which they can customize to suit the specific needs of their own brokerage.	Location: Calgary TBA Date: TBA Cost: Members: $200 (+GST) Non-memb: $250 (+GST)
	Location: Edmonton TBA Date: TBA Cost: Members: $200 (+GST) Non-memb: $250 (+GST)
Please familiarize yourself with AMBA's Cancellation Policy.