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Education Programs

Fundamentals of Insurance
This course is used as a licensing course in eight provinces. Its content is kept current to reflect changes in the industry. The course is completed with the licensing examination.

Customer Service for the Insurance Professional
This introductory customer service program covers the essentials to provide value-added service to the client. In the four modules, the format is tailor-made for self study students to learn at their own pace. The course is augmented by videos. No examination is required but a certificate of completion is provided.

Introduction to Risk Management
Designed to provide basic level training in Risk Management procedures applicable to personal lines or small commercial lines brokers, one written examination is necessary to obtain a certificate of completion for this course.

Canadian Accredited Insurance Broker (CAIB)
Regarded with esteem throughout the industry, CAIB is a national education program involving four challenging courses of study, covering both technical and applied knowledge, each of which concludes with a comprehensive final exam.An insurance broker who has graduated with the CAIB designation is recognized by peers and colleagues throughout the insurance industry as having achieved a very high standard of professional competence and integrity.

Canadian Certified Insurance Broker (CCIB)
This is the highest designation awarded by the Insurance Brokers Association of Canada. Three examinations are required based on the candidates working knowledge. There is no formal course of study. Prerequisites are that the candidate must have 5 consecutive years' experience.

Best Practices Companion Program
This course, in seminar format, consists of five modules. It was developed to help introduce the "Best Practices" concepts to member brokerage principals. The program includes, amongst other topics, sales and marketing, human resources and operations and financial management. Brokerage principals who are eager to implement change and improve on existing practices should not miss out on this learning opportunity.

Canadian Professional Insurance Broker (CPIB)
The Canadian Professional Insurance Broker (CPIB) is the new senior designation program developed by the Insurance Brokers Association of Canada and its provincial/regional Members Associations. It is specifically designed for property and casualty insurance brokers

 

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