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

10th Edition, 2024

E112

January 4, 2024

April 1, 2024

Ethics and professional practice (Québec)

10th Edition, 2024

E111

January 4, 2024

April 1, 2024
Upcoming new editions of the manuals

Title

Edition and year

Exam code

Publication dates

Effective dates in examinations

Segregated funds and annuities

10th Edition, 2024

E313

Winter 2024

August 5, 2024
Current editions of the manuals

Title

Edition and year

Exam code

Publication dates

Effective dates in examinations

Life insurance

9th Edition, 2022

E311

October 2022

January 2023

Accident and sickness insurance

9th Edition, 2022

E312

October 2022

January 2023

Segregated funds and annuities

9th Edition, 2022

E313

October 2022

January 2023

Life insurance taxation principles

9th Edition, 2022

N/A

October 2022

January 2023

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

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)