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.
If all the parties (employer, candidate and supervisors) have registered for AMF E-Services, it is strongly recommended that you submit the application on-line. Once the application has been completed by the employer, the trainee will be asked to fill out the applicant statement. For his part, the supervisor will be asked to fill out the approval of supervision. Following this, the AMF will confirm the start date of the probationary period when issuing the probationary certificate.
The Application for Authorization of Probationary Period is available in the “Becoming a Professional” tab under “Probationary period – Trainee.”
Extension of probationary period
The application to extend the probationary period is accepted only under circumstances that are beyond the parties’ control. Supporting evidence of the cause of the probationary period interruption must be provided by the trainee.
The probationary period must first have been interrupted in order for a firm to request an extension through the application for modification. The firm, supervisors or trainee may submit an application to interrupt the probationary period. The firm may submit the application to extend the probationary period once the AMF has processed the application for interruption.
The probationary period may not be extended for a period exceeding four weeks. Consequently, the application to extend the probationary period must be submitted at least five business days before the interruption period expires.
Change in supervisor
An application to modify the probationary period must be submitted when a firm wishes to make a change in supervisor. This application may also be used to add a second supervisor or a replacement supervisor for the probationary period.
All parties will have to confirm their participation in the modified probationary period by respectively submitting the applicant statement and the approval of supervision.
The AMF will deliver a new probationary certificate confirming the requested changes and the new probationary period dates, if applicable. It is important to remember that a trainee may not pursue activities reserved for trainees and representatives when he is no longer under the supervision of an AMF-authorized supervisor. This constitutes illegal practice.