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Insurance of Persons

Title: Financial Security Advisor

How to obtain a representative’s certificate

Step 1: Satisfy the minimum qualifications

Persons wishing to obtain an Insurance of Persons representative certificate must successfully complete the specialized training of the Life Licence Qualification Program (LLQP) offered by an AMF-accredited provider. The course is valid one year and comprises the following four modules:

  • Ethics and Professional Practice (Civil Code)
  • Life Insurance
  • Accident and Sickness Insurance
  • Segregated Funds and Annuities

Several course providers offer the LLQP training. You can obtain the contact information of the AMF-accredited providers below:

Course providers are responsible for distributing the exam preparation material. To obtain this material, you must first register with the Canadian Insurance Participant Registry (CIPR) and give your number to the Course provider.

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Step 2: Pass the LLQP examinations

The AMF requires future professionals to pass the following examinations in order to ensure they have the necessary skills to properly advise clients.

01-111

Develop an ethical professional practice, in compliance with the rules governing the insurance of persons

01-311

Recommend individual and group life insurance products adapted to the client’s needs and situation

01-312

Recommend individual and group accident and sickness insurance products adapted to the client’s needs and situation

01-313

Recommend segregated funds, individual annuities and group pension plans adapted to the client’s needs and situation

If you wish to write an AMF examination, you must follow the registration process. This includes providing your Canadian Insurance Participant Registry number to confirm the successful completion of the compulsory specialized training.

The AMF offers the following  tools to help you prepare for the examinations.

When passing the examination, the AMF will provide you an e-tablet containing all the exam preparation material. The Tablet User Guide and the Tablet User Guide video are available to help you prepare for the examination.

An LLQP examination is valid for one year from the date of the first passed examination. A failed exam may be rewritten twice without restrictions.

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Step 3: Complete a probationary period

Once you have passed all the required examinations, you must complete a probationary period where you will apply, in a real but supervised setting, the knowledge and skills necessary to practice your profession. Trainees must work a minimum of 28 hours per week. All successfully completed examinations must be valid when beginning the probationary period.

The probationary period is 12 weeks for the Insurance of Persons sector.

Step 4: Apply for certification

In order to obtain a representative’s certificate, you must submit an application to the AMF before the validity of your examinations expires. If the validity expires during your probationary period, you have 30 days from the end of this period to apply.

While your application is being processed and on receipt of a notice to this effect from the AMF, the probationary certificate will remain in effect for a maximum of 45 days as of the end of the probationary period.

It should be noted that before issuing a representative’s certificate the Authority will take into account information related to the applicant's degree of honesty (criminal record, bankruptcy, etc.) as well as information related to the job held in case of dual employment.

Exceptions

Rules for Reinstatement

 

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