Damage insurance and Claims adjustment

Since April 25th, 2012, a certified representative from a Canadian province other than Québec or a Canadian territory seeking to act as a representative in the Damage insurance sector or the Claims adjustment Sector or one of their Sector classes in Québec is exempt from:

A certified representative from a Canadian province other than Québec or a Canadian territory must submit an Application for Examination Registration Authorization (pdf - 310 KB)This link will open in a new window to the AMF and attach the following two documents:

  • a photocopy of the document issued by a competent authority showing that he was authorized to act while he lived outside Québec.

The authorization referred to must have been in effect in the year prior to the candidate's application to register for the exams. It must also be equivalent to the representative's certificate applied for in Québec. (See the reference guide below to find out what equivalences are granted.)

  • proof that he lived in the Canadian province or territory when authorization was given by the competent authority. This proof must include the applicant's name and address.

The following proofs of residence are accepted:

  • driver's licence from a Canadian province;
  • municipal or school tax bill;
  • government postal correspondence;
  • recent invoice from a company providing energy, residential telephone or cable services;
  • hospital card accompanied by the health insurance card with photo;
  • record of employment or payslip;
  • certificate or statement of home or auto insurance;
  • transcript from a Canadian college or university;
  • bank statement;
  • change of address receipt from Canada Post.

Once the examinations are passed, the candidate must complete a probationary period in the sector or sector class in question.

Note that a certified representative who surrenders or does not renew his authorization to practise in another province or territory must, within three years following his surrender or non-renewal of the authorization:

  • pass the AMF exam(s) indicated in the reference guide,
  • complete the probationary period; and
  • apply for a representative's certificate.

Insurance of persons and Group insurance of persons

Since January 1st 2016, a certified representative from a province other than Quebec or from a Canadian territory seeking to act as a representative in the Insurance of Persons or Group insurance of Persons Sectors or one of their sector classes in Québec is exempt from :

  • the training determined by the Canadian Insurance Services Regulatory Organizations and delivered by a person or company accredited under the agreement entered into for that purpose with the Authority with the exception of the Ethics and Professional Practice (Civil Code) course;

The employer of a certified representative from a province other than Quebec or a canadian territory must submit an Application for Authorization of Probationary Period (pdf - 425 KB)This link will open in a new window and submit the following documents :

  • a valid Proof of Identity
  • a photocopy of the document issued by a competent authority showing that he was authorized to act while he lived outside Québec.

The authorization referred to must have been in effect in the year prior to the candidate's application for Authorization for a Probationary Period . It must also be equivalent to the representative's certificate applied for in Québec. (See the reference guide below to find out what equivalences are granted.)

  • an official document issued by the competent authority or its authorized agent confirming that the candidate passed the examination prescribed by the AMF to demonstrate that the candidate has the required competencies to comply with the legislation applicable to pursuing activities as a representative.

Reference guide

Below you will find a list, by Canadian province or territory, of the authorizations which make it easier for holders to obtain a representative's certificate issued by the AMF. The requirements to be met are also indicated for each representative's certificate.

A candidate from a Canadian province or a Canadian territory other than Québec who has an authorization to act as a representative which is not shown in the following tables must meet the same qualification requirements as those for a new Québec candidate.

Alberta

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

General level 2 Insurance agent

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Level 3 adjuster

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations
issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Full life insurance agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Full life insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

British Columbia

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding
certificate(s) in Québec

Requirements to be met

Level 2 agent

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Level 3 agent

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Insurance adjuster level 2

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF;

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance adjuster level 3

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations
issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Full life insurance agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window

Complete a 12-week probationary period in insurance of persons.

Full life insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

Manitoba

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Level 2

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Level 3

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations
issued elsewhere in Canada

Corresponding
certificate(s) in
Québec

Requirements to be met

Level 3 adjuster

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Level 4 adjuster

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Adjuster's Licence level 5 Designated Representative of the firm

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Full life insurance agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Full life insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

New Brunswick

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Class 2 Agent

Damage insurance agent (3a) only

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Class 3 Broker

Damage insurance broker (4a) only

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Class 4 Broker

Damage insurance broker (4a) only

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations
issued elsewhere in Canada

Corresponding
certificate(s) in
Québec

Requirements to be met

General adjuster level 4

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Full life insurance agent

Insurance of persons representative (1a)
 

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Full life insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

Newfoundland And Labrador

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Property and casualty Insurance representative level 1

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Property and casualty Insurance representative level 2

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Property and casualty Insurance representative level 3

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Insurance Adjuster: Level 2

Claims adjuster (5a)

Pass the pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window exam administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance Adjuster: Level 3

Claims adjuster (5a)

Pass the pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new windowexam administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance Adjuster: Level 4

Claims adjuster (5a)

Pass the pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new windowexam administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Life - including accident and sickness - insurance representative levels 1, 2, 3

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Life - including accident and sickness - insurance representative levels 1, 2, 3

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

Nova Scotia

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Level 2

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Level 3

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Level 4: Independent Adjuster

Claims adjuster (5a)

Pass the pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window exam administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Full life insurance agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Full life insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

Nunavut

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

General insurance Agent

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations
issued elsewhere in Canada

Corresponding
certificate(s) in Québec

Requirements to be met

Insurance Adjuster

Claims adjuster (5a)

Pass the pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window exam administered by the AMF;

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Life insurance agent and Accident and sickness insurance agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Life insurance agent and Accident and sickness insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

Ontario

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Agent

Damage insurance agent (3a) only

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

General Insurance Brokers entry level

Damage insurance broker (4a) only

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Technical Only Registration-Unrestricted

Damage insurance broker (4a) only

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Principal Broker-Unrestricted

Damage insurance broker (4a) only

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Insurance Adjuster licence - independent and public adjuster

Claims adjuster (5a)

Pass the pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window exam administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations
issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Full life insurance agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Full life insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

Prince Edward Island

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Insurance agent - General insurance

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Claims adjustment

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Full Adjuster License

Claims adjuster (5a)

Pass the pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window exam administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident & Sickness insurance agent

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Full life insurance agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons

Full life insurance agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.

Saskatchewan

Damage (P&C) insurance

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Level 1

Personal-lines damage insurance agent (3b)

Personal-lines damage insurance broker (4b)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 6-week probationary period in personal-lines damage insurance.

Note : If the applicant wishes to obtain a certificate as a commercial-lines damage insurance agent or broker, he must meet the same qualification requirements as those required for a Quebec applicant.

Level 2

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance and 6 weeks in commercial-lines damage insurance.

Level 3

Damage insurance agent (3a)

Damage insurance broker (4a)

Pass the exam pertaining to legal concepts and legislation in damage insurance (pdf - 68 KB)This link will open in a new window administered by the AMF.

Complete a 6-week probationary period, in personal-lines damage insurance.

Claims adjustment

Authorizations issued elsewhere in Canada

Corresponding
certificate(s) in Québec

Requirements to be met

Level 3

Claims adjuster (5a)

Pass the exam pertaining to legal concepts and legislation in claims adjustment (pdf - 69 KB)This link will open in a new window administered by the AMF.

Complete a 12-week probationary period, including 6 weeks in personal-lines damage insurance claims adjustment and 6 weeks in commercial-lines damage insurance claims adjustment.

Insurance of persons (life and health)

Authorizations issued elsewhere in Canada

Corresponding certificate(s) in Québec

Requirements to be met

Accident and Sickness Agent/Salesperson

Accident and sickness insurance representative (1b)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 6-week probationary period in the accident and sickness insurance sector class.

Life and Accident and Sickness Agent

Insurance of persons representative (1a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in insurance of persons.

Life and Accident and Sickness Agent

Group insurance of persons representative (2a)

Pass the 01-111 Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 149 KB)This link will open in a new window.

Complete a 12-week probationary period in group insurance of persons, including 6 weeks in group insurance plans and 6 additional weeks in group annuity plans.