Specification Tables

The specification tables indicate the competencies that candidates must acquire in order to master a skill that will be evaluated by AMF exam. They set out the weighting of the components of the skill evaluated, which is reflected by the number of questions in the exam.

The specification tables are therefore a reference framework for AMF exams. They reflect the AMF's expectations with regard to each skill set out in Regulation No. 7. The tables can also serve as an exam preparation tool, helping candidates to take full advantage of their readings by focusing on the AMF's expectations. In other words, the specification tables show what is expected of candidates and what is evaluated. The specification tables should consequently guide candidates in preparing to write AMF exams.

A specification table is available for each skill evaluated in the following sectors and sector classes.

Accident and sickness insurance

Skill code	Description of Skill evaluated
01-102	Applying legal and legislative concepts pertaining to accident and sickness insurance and to the activity of a representative in the sector class of accident and sickness insurance
01-305	Preparing an accident and sickness insurance plan adapted to a client’s needs, in particular on the basis of an analysis of the client’s financial situation and ability to pay the premium

 

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Insurance of persons

Skill Code	Description of Skill evaluated
01-101	Applying the legal concepts and legislation pertaining to insurance of persons and to the activity of a representative in the insurance of persons sector
01-201	Applying taxation concepts to professional practice - Insurance of persons
01-301	Preparing an individual life insurance plan adapted to a client’s needs, in particular on the basis of an analysis of the client’s financial situation and ability to pay the premium
01-302	Preparing an individual disability insurance plan adapted to a client’s needs, in particular on the basis of an analysis of the client’s financial situation and ability to pay the premium
01-308	Preparing a segregated funds proposal and an individual financial products plan adapted to a client’s need

 

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Group insurance of persons

Skill Code	Description of Skill evaluated
02-103	Applying legal and legislative concepts pertaining to group insurance of persons and to the activity of a representative in the group insurance sector
02-106	Applying legal and legislative concepts pertaining to group insurance of persons and the activity of a representative in the group insurance sector – Group insurance plans
02-107	Applying legal and legislative concepts pertaining to the group insurance of persons and to the activity of a representative in the sector of group insurance - Group annuity plans
02-131	Applying legal and legislative concepts pertaining to group insurance of persons - Group insurance plans
02-132	Applying legal and legislative concepts pertaining to group insurance of persons - Group annuity plans
02-203	Applying taxation concepts to professional practice – Group insurance plans
02-204	Applying taxation concepts to professional practice – Group annuity plans
02-306	Preparing a group insurance proposal adapted to the needs of an individual client, an organization or an enterprise
02-307	Preparing a group annuity proposal adapted to the needs of an individual client, an organization or an enterprise

 

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Damage insurance

Skill code	Description of Skill evaluated
03-114	Integrate into practice the general principles of law applicable to damage insurance and rules governing the activities of damage insurance representatives
03-411	Recommend personal property insurance products adapted to the client’s needs
03-412	Recommend personal-lines and commercial-lines automobile insurance products adapted to the client’s needs
03-406 Valid until September 2013	Analyzing commercial-lines insurance products, in particular civil liability insurance products for an enterprise and deposit products
03-409 Valid until September 2013	Analyzing direct and indirect damage insurance products and complementary products for enterprises
03-413 Valid as of September 2013	Recommend commercial-lines property and civil liability insurance products adapted to the client’s needs

 

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Claims adjustment

Skill code	Description of Skill evaluated
05-115	Integrate into practice the general principles of law applicable to damage insurance and the rules governing the activities of claims adjusters
05-511	Settle personal property insurance claims based on the client’s coverage
05-512	Settle personal-lines and commercial-lines automobile insurance claims based on the client’s coverage
05-406	Analyzing commercial-lines insurance products, in particular civil liability insurance products for an enterprise and deposit products
05-409 Valid until September 2013	Analyzing direct and indirect damage insurance products and complementary products for enterprises
05-502 Valid until September 2013	Settling claims in commercial-lines damage insurance
05-513 Valid as of September 2013	Settle commercial-lines property and civil liability insurance claims based on the client’s coverage

 

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