Upcoming Sessions

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ENERGY STAR® Portfolio Manager Webinar: Benchmarking for Compliance Ordinance

ENERGY STAR® Portfolio Manager Webinar: Understand and Improve your Energy Performance

Net Zero Planning with RETScreen® Expert Webinar

Embodied Carbon Accounting *Upcoming Winter 2025*

Pump Systems Fundamentals

Fundamentals of Compressed Air Systems

Heat Integration of Industrial Processes (HIIP)

Certified Industrial Energy Professional (CIEP)

Carbon Auditing Professional (CAP)

50001 Certified Practitioner

Working with the National Energy Code for Buildings (NECB)

Heat Pumps Essentials

Energy Engagement Strategies

Certified Sustainable Building Operator (CSBO)

Working with the Greener Homes Initiative

Building Electrification Strategies *Upcoming Fall 2024*

Achieving Net Zero Buildings

Carbon Footprint Accounting: Scope 3 GHG Emissions *Upcoming Winter 2025*

Carbon Footprint Accounting: Scope 1 and 2 GHG Emissions

Planning and Selecting GHG Reduction Projects

Prep Course for the NRCan Quality Assurance Specialist Exam (House)

Advanced Building Energy Modelling

ENERGY STAR Portfolio Manager Webinar: 101-Fundamentals & Basics

ENERGY STAR Portfolio Manager Webinar: 201-Creating and Updating your Building Profile

ENERGY STAR Portfolio Manager Webinar: 301-Maximize Usage with Advanced Features

Certified Measurement and Verification Professional (CMVP)

Energy Management Professional 101 (EMP 101)

Certified Energy Manager (CEM)

Certified RETScreen® Expert (CRE)

Advanced RETScreen® Expert

Existing Building Commissioning Essentials

Certified Energy Auditor (CEA)

Certified Building Commissioning Professional (CBCP)

Introduction to RETScreen® Expert

Energy Efficiency for Building Operators & Maintenance Staff (EEBO)

Advanced Course on Existing Building Commissioning (EBCx)

Energy Management Systems (EMS) and 50001 Ready Canada Webinar: 101

Building Science and Numeracy Essentials

Prep Course for the NRCan Foundation Level Exam

Prep Course for the NRCan Energy Advisor Exam (House)

Tools for Completing Probationary Files

Advanced HOT2000 User

Prep Course for the NRCan Low-Rise Multi-Unit Residential Buildings Exam (MURB)

Building Energy Modelling Essentials

Building Energy Modelling Professional

Building Automation Systems Essentials

Advanced Building Automation Systems Optimization

Making the Case for Energy Management Projects

Strategic Energy Management 101 (SEM 101)

Making the Case for Decarbonization Projects

Becoming Carbon Neutral: Key Concepts, Strategies and Initiatives

Advanced Measurement and Verification

Other course

Program Overview

The Tools for Completing Probationary Files course builds on the knowledge gained from completing the Energy Advisor training. This training program is focused on data entry and modelling for a home case study project with specific emphasis on unique features. The case study goes beyond just filling out probationary files and includes a detailed review of upgrade options for building envelopes, key benefits and considerations, as well as financial analysis on greenhouse gas emissions based on available upgrades.

The program is also focused on mechanical aspects by exploring how different types of mechanical systems are integrated into homes, how they can be integrated with renewable energy systems, and how these systems interact with each other.

During the case study portion of the program, participants consider various geographical locations and utility structures that are relevant across different regions in Canada. Additionally, they conduct a financial review of the case study and are thus prepared to develop a one-page proposal. 


Note: If you are looking to get started on becoming a registered Energy Advisor, you may want to check out our Foundation Level and Energy Advisor prep courses for more details.



In this course, you will learn to

  • Complexify your probationary files. 
  • Model a wider range of residential energy building types. 
  • Consider in analysis more advanced concepts such as geographical regions, available fuel sources, and how these can be integrated into existing systems and possibly combined with renewable technologies. 
  • Create a one-page proposal for an energy efficiency residential project.  


This course is ideal for

  • Existing Energy Advisors 
  • Students that are technically proficient in HOT2000 and want to complete a case study to expand their knowledge and experience 
  • Service organization employees and stakeholders 

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  • Completing a virtual probationary file (complex house)
  • Modelling different building envelope options
  • Modelling different mechanical systems and options
  • Creating custom code libraries
  • Creating custom fuel cost libraries
  • Operating HOT2000 in general mode and in ERS mode
  • Simulating the various options
  • Creating and generating a one-page proposal

This course includes...

Policies and FAQ

Click here, to see our course postponement and cancellation policy.

Do you have questions? Consult our FAQ for answers. 

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This is to inform you that the course date is too close to be able to ship hard copies of the material to you on time. If you are willing to use the material in secured PDF, receive the material later (likely after the course) and pay upon registration, please click OK to continue the registration process. Please note that the shipping process will start only when the course fees are paid in full and delays are to be expected. Many thanks!