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Probationary Period

The probationary period is mandatory for the deliverance of an insurance representative's certificate. It is an opportunity to incorporate the knowledge and skills that have been acquired.

During the probationary period, you must complete at least 28 hours of work a week, over twelve (12) weeks for a sector or six (6) weeks for a sector class.

The probationary period must start with a presentation, by the supervisor, of the objectives of this period and the tasks which the trainee and the supervisor must carry out. At the start of the probationary period, the trainee can accompany a certified representative. However, the trainee will have to progressively assume the tasks reserved for representatives in order to develop and consolidate his or her professional skills.

During the probationary period, the supervisor must open a file for each trainee. This file will contain the tasks carried out by the trainee, a summary of the supervisor’s meetings with the trainee, and notes concerning the trainee’s progress during the probationary period.

In the group personal insurance sector, the trainee must also write a case study for each selected sector class. Completing a case study will validate the trainee’s comprehension of the recommendation preparation process. Employers can use the model case study provided by the AMF.

The solutions are available for supervisors upon written request to the AMF. The documents are confidential and their use should remain restricted. To obtain a copy, please complete the form below and return it by email to the following address: [email protected]

The firm may also choose to develop its own study case, more representative of the reality of its customers. For this costum model to be valid, it must cover the same steps as the documents of the AMF and include similar issues. The documents related to the study case must be integrated to the trainee’s file.

The Probationary Period Guide provides tips to help ensure a successful probationary period.

Note: The Application for Authorization of Probationary Period must be submitted by the employer.

+Submitting an Application for Authorization of Probationary Period via AMF E-Services
+Submitting an Application for Modification of Probationary Period via AMF E-Services