Advanced Brokerage
Advanced topics for experienced Canadian brokerage employees including AMPS penalties, valuation methods, SIMA measures, and B2 adjustment procedures.
Compliance risk
Review AMPS, penalty exposure, documentation habits, and when higher-risk situations need escalation.
Technical review
Build awareness of valuation, SIMA, and customs issues that require stronger brokerage judgment.
Corrections and adjustments
Understand post-entry topics such as B2 adjustments, refunds, reassessments, and correction handling.
Advanced topics
Build stronger brokerage judgment.
Open one topic at a time. Review the risk area, understand when escalation is needed, and use the available resources where provided.
What you’ll learn
- Review common AMPS infractions
- Understand severity levels and repeat violations
- Learn prevention habits through proper compliance protocols
- Understand how documentation supports penalty review
What you’ll learn
- Understand the hierarchy of valuation methods
- Review transaction value conditions and limitations
- Recognize royalties, assists, commissions, and related-party considerations
- Know when valuation questions should be escalated
What you’ll learn
- Understand SIMA legislative framework
- Review dumping versus subsidization
- Identify goods subject to SIMA measures
- Understand how product description, origin, and exporter details matter
What you’ll learn
- Understand when Form B2 may be required
- Review correction types and supporting documents
- Understand timing and review considerations
- Know when post-entry issues require escalation
Leader-led training videos coming soon.
Additional Canadian Brokerage walkthroughs for AMPS, valuation, SIMA, and B2 adjustments will be added as they become available.
Continue your Canadian Brokerage path.
After reviewing Advanced Brokerage, continue into PGA, CSA Program, or MSR / Visual Importer depending on the area you need to support.