If you wish to have insurance of persons, group insurance of persons or a class of these sectors added to your certificate, you must pass the examinations for such sector or sector class.

To be eligible for the examinations, your compulsory training from an AMF-recognized training body must be valid.

If you are certified in insurance of persons, group insurance of persons or a class of these sectors AND you passed your examinations before January 1, 2016

Your examinations are no longer valid. An examination is valid for two years from the date it is passed.

To add a sector or sector class, you must complete the following four steps:

  1. Satisfy the minimum qualifications
  2. Pass the examinations
  3. Complete a probationary period
  4. Apply for a representative’s certificate

If you are certified in insurance of persons, group insurance of persons or a class of these sectors AND you passed your examinations after January 1, 2016

Examination exemption

You are exempt from the examinations you have already passed for the purpose of acting in such other sector or sector class (s. 21 r. 1):

  • if you are authorized under a certificate issued by the AMF to act in insurance of persons or group insurance of persons or a class of these sectors;
  • if your probationary period begins within three years following the issuance of your certificate in such other sector or sector class.

Valid training modules, examinations to be passed and probationary period to be completed if you are currently certified in:

Accident and sickness insurance
Add sector or sector class Valid training modules Examinations Probationary period

Insurance of persons

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311

01-313

12 weeks

Group insurance of persons

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311

01-313

12 weeks

Group insurance plans

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311

6 weeks

Group annuity plans

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-313

6 weeks

Insurance of persons
Add sector or sector class Valid training modules Examinations Probationary period

Group insurance of persons

None

None

12 weeks

Group insurance plans

None

None

6 weeks

Group annuity plans

None

None

6 weeks

Group insurance of persons
Add sector or sector class Valid training modules Examinations Probationary period

Insurance of persons

None

None

12 weeks

Group insurance plans
Add sector or sector class Valid training modules Examinations Probationary period

Insurance of persons

None

01-313

12 weeks

Group annuity plans

None

01-313

6 weeks

Group annuity plans
Add sector or sector class Valid training modules Examinations Probationary period

Insurance of persons

None if LLQP (Civil Code) OR

Accident and Sickness (Civil Code)

01-313

12 weeks

Group insurance plans

None if LLQP (Civil Code) OR

Accident and Sickness (Civil Code)

01-313

6 weeks

Are you certified in insurance of persons, group insurance of persons or financial planning?

To add the “personal-lines damage insurance” and/or “commercial-lines damage insurance” sector class, you must complete the following four steps:

  1. Satisfy the minimum qualifications;
  2. Pass the AMF’s examinations;
  3. Complete a probationary period;
  4. Apply for a representative’s certificate.

Are you already certified in personal-lines damage insurance or commercial-lines damage insurance?

Minimum qualification exemption

Under section 17 of the Regulation respecting the issuance and renewal of representatives’ certificates This link will open in a new window, representatives may be exempt from the minimum qualifications prescribed for the sector class in which they are applying if, for a period of at least one year, they held a certificate that was issued or renewed after October 1, 2002.

Examination exemption

Under section 21 of the Regulation respecting the issuance and renewal of representatives’ certificates This link will open in a new window, representatives may be exempt from the examinations they have already passed in order to pursue activities in that sector class.

Required examinations

Addition of Designation E "Claims adjustment in respect of policies purchased through the firm"

Damage insurance agents and brokers wishing to be authorized to act as claims adjusters in respect of policies purchased through the firm for which they act must have Designation E added to their certificate.

To do this, they must complete the following four steps:

  1. Satisfy the minimum qualifications;
  2. Pass the examinations;
  3. Successfully complete a six-week probationary period for each sector class;
  4. Apply for a representative’s certificate.
Warning

Important

Under section 45 of the Act respecting the distribution of financial products and servicesThis link will open in a new window (Distribution Act), representatives certified in claims adjustment or in one of its sector classes cannot be certified in another sector under the Distribution Act.

End of the warning

Pursuing activities in the "claims adjustment" sector

Representatives seeking a certificate in claims adjustment in personal-lines damage insurance and/or claims adjustment in commercial-lines damage insurance must complete the following four steps:

  1. Satisfy the minimum qualifications
  2. Pass the AMF’s examinations
  3. Complete a probationary period
  4. Apply for a representative’s certificate

Are you already certified in personal-lines damage insurance or in commercial-lines damage insurance?

Minimum qualification exemption

Under section 17 of the Regulation respecting the issuance and renewal of representatives’ certificates This link will open in a new window, representatives may be exempt from the minimum qualifications prescribed for the sector class in which they are applying if they held, for at least one year, a certificate that was issued or renewed after October 1, 2002.

Examination exemption

Under section 21 of the Regulation respecting the issuance and renewal of representatives’ certificates This link will open in a new window, representatives may be exempt from the examinations they have already passed in order to pursue activities in that sector class.

Required examinations

Adding the personal-lines claims adjustment sector class
Adding the commercial-lines claims adjustment sector class