Continuing Education
General Insurance
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General Insurance Continuing Education

1. Number Of Hours Required:

For each licence year, or portion thereof, commencing with licence year 01JUN2008 through 31MAY2009:

  • If you have an approved designation* you must have 4 qualified hours of continuing education; OR
  • If you have been licensed as a general insurance agent or salesperson for at least 5 of the last 7 years in a Canadian jurisdiction, and you do not have an approved designation you must have 6 qualified hours of continuing education; OR
  • If you have not been licensed as a general insurance agent or salesperson agent for at least 5 of the last 7 years in a Canadian jurisdiction and you do not have an approved designation you must have 8 qualified hours of continuing education.

*Approved Designations: CAIB, CIB, CIP (formerly AIIC), CCIB, FCIP and CRM. Designations from other countries will be considered where it is demonstrated to Council they are equivalent to one of the approved Canadian designations.

2. Content:

For salespersons and agent level 2 licensees, only technical material will qualify for continuing education. Technical education directly relates to:

  • general insurance products;
  • compliance with insurance legislation and requirements such Council's Code of Conduct, Council Rules, the Insurance Act and privacy legislation;

  • ethics; or

  • errors and omissions.

For level 3 licensees, the above definition is broadened to include courses relating to management, accounting and human resources.

3. Structure:

The education must take place in a structure dedicated to learning. Day-to-day business or professional reading does not qualify. However, a separate training meeting for the purposes of reviewing the details of specific product lines or sales techniques would qualify.

4. Facilitator:

The facilitator is expected to be fully qualified. You can usually verify this through course or promotional materials.

5. Time:

One hour of instruction is equal to one hour of continuing education credit, subject to a one hour minimum. Breaks are excluded and you must attend the complete course or seminar. In addition:

  • no course can be accredited for more than 8 hours;
  • there is a daily maximum of 7 hours; and
  • where a course involves an exam, you must successfully pass the exam.

6. Carry Forward

Commencing 01JUN2008, excess credits cannot be carried over into the next licence period (i.e., excess credits cannot be carried over into the 2009 to 2010 licence period, or beyond). You are, however, permitted to carry forward excess credits from your last licence period prior to 01JUN2008, into the 01JUN2008 to 31MAY2009 licence period as long as:

  • the credits meet the new technical definition of a credit; and
  • the maximum carried forward is 50% of what was required during the last licence period.

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