Manuals - Insurance of persons and group insurance of persons

The exam preparation material, developed in English and French, is available only from providers who offer recognized courses and programs.

Manuals update

**New editions of the manuals**
Title	Edition and year	Exam code	Publication dates	Effective dates in examinations
Ethics and professional practice	11^th edition, 2024	E112	October 24, 2024	January 6, 2025
Ethics and professional practice (Québec)	11^th edition, 2024	E111	October 24, 2024	January 6, 2025
Life insurance taxation principles	10^th edition, 2024	N/A	October 24, 2024	N/A
Accident and sickness insurance	10^th edition, 2024	E312	October 24, 2024	January 6, 2025
Life insurance	10^th edition, 2024	E311	November 24, 2024	January 6, 2025

**Current editions of the manuals**
Title	Edition and year	Exam code	Publication dates	Effective dates in examinations
Segregated funds and annuities	10^th edition, 2024	E313	April 10, 2024	August 5, 2024

Insurance of persons and group insurance of persons (entire sector)

The following tables list the suggested exam preparation manuals for each competency evaluated in insurance of persons, group insurance of persons and their sector classes.

Competencies evaluated	Manual title
01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector	E111 Ethics and professional practice (Québec) and A100 An Act Respecting the Distribution of Financial Products and Services, its Regulations and Codes of Ethics
01-311 Recommend individual and group life insuranceproducts adapted to the client’s needs and situation	E311 Life insurance
01-312 Recommend individual and group accident and sickness insurance products adapted to the client’s needs and situation	E312 Accident and sickness insurance
01-313 Recommend segregated funds, individual annuities and group pension plans adapted to the client’s needs and situation	E313 Segregated funds and annuities

Accident and sickness insurance (sector class)

Skills evaluated	Manuals title
01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector	E111 Ethics and professional practice (Québec) and A100 An Act Respecting the Distribution of Financial Products and Services, its Regulations and Codes of Ethics
01-312 Recommend individual and group accident and sickness insurance products adapted to the client’s needs and situation	E312 Accident and sickness insurance

Skills evaluated

Manuals title

01-111
Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector

E111
Ethics and professional practice (Québec)

and

A100
An Act Respecting the Distribution of Financial Products and Services, its Regulations and Codes of Ethics

01-312
Recommend individual and group accident and sickness insurance products adapted to the client’s needs and situation

E312
Accident and sickness insurance

Québec representative who wants to be certified in other Canadian jurisdictions

Skills evaluated	Manuals title
01-112 Develop an ethical professional practice, in compliance with the rules governing the life insurance sector	E112 Ethics and professional practice (Canada)

Manuals - Insurance of persons and group insurance of persons

Manuals update

Insurance of persons and group insurance of persons (entire sector)

Accident and sickness insurance (sector class)

Québec representative who wants to be certified in other Canadian jurisdictions

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