If you are no longer pursuing activities in insurance and/or financial planning, reinstatement conditions apply according to your sector and when you surrendered your certificate. The surrender period starts:

  • on the date following the expiry of your non-renewed certificate

    or

  • on the date you surrendered your certificate

    or

  • the date you were struck off the roll by the (CSFThe Chambre de la sécurité financière (CSF) is an organization whose mission is to protect consumers by maintaining discipline and overseeing the training and ethics of its members, who are representatives working in:
    group savings plan brokeragefinancial planning (in this sector, the CSF oversees only the ethical conduct of members)insurance of personsgroup insurance of personsscholarship plan brokerage  
    ) or or the Chambre de l’assurance de dommages (ChAD).

To reinstate your certificate, you must follow the steps according to the sector in which you want to carry on activities and the period of surrender of your certificate:

Insurance of persons

Surrender period of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de la sécurité financière (CSF)
  2. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than one year and less than three years

  1. Have acted as an insurance of persons representative for at least one year (12 months) prior to the surrender or non-renewal of the certificate
  2. Pass exam 01-111 - Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 130 KB)This link will open in a new windowUpdated on 7 September 2018Life Licence Qualification Program (LLQP)

    To do so, you must:
    - Have valid minimum qualifications valide
    - Follow the two steps of the exam registration process
  3. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than three years

  1. Have valid minimum qualifications valide
  2. Pass the examinations
  3. Successfully complete the probationary period
  4. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

Group insurance of persons

Period of surrender of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de la sécurité financière (CSF)
  2. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than one year and less than three years

  1. Have acted as a group insurance of persons representative for at least one year (12 months) prior to the surrender or non-renewal of the certificate
  2. Pass exam 01-111 - Develop an ethical professional practice, in compliance with the rules governing the insurance of persons sector (pdf - 130 KB)This link will open in a new windowUpdated on 7 September 2018Life Licence Qualification Program (LLQP)

    To do so, you must:
    - Have valid minimum qualifications
    - Follow the two steps of the exam registration process
  3. Complete the Application for a representative's certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than three years

  1. Have valid minimum qualifications
  2. Pass the examinations
  3. Successfully complete the probationary period
  4. Complete the Application for a representative's certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

Damage insurance

Period of surrender of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de l'assurance de dommages (ChAD)
  2. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than one year and less than three years

  1. Have acted as a damage insurance representative for at least one year (12 months) before the certificate was surrendered or not renewed
  2. Pass exam 03-114 - Integrate into practice the general principles of law applicable to damage insurance and rules governing the activities of damage insurance representatives (pdf - 68 KB)This link will open in a new windowUpdated on 20 April 2017Integrate into practice the general principles of law applicable to damage insurance and the rules governing the activities of damage insurance representatives

    To do so, follow the two steps of the exam registration process:

More than three years

  1. Have valid minimum qualificationsUnder section 17 of the Regulation respecting the issuance and renewal of representatives’ certificates, representatives may be exempt from the minimum qualifications prescribed for the sector classes for which they are applying if, for a period of at least one year, their certificates were issued or renewed after October 1, 2002.
  2. Pass the examinations
  3. Successfully complete the probationary period
  4. Complete the Application for a representative's certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

Claims adjustment

Surrender period of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the compulsory professional development rules (PDUs) of the Chambre de l'assurance de dommages (ChAD)
  2. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than one year and less than three years

  1. Have acted as a claim adjuster for at least one year (12 months) before the certificate was surrendered or not renewed
  2. Pass exam 05-115 - Integrate into practice the general principles of law applicable to damage insurance and the rules governing the activities of claims adjusters (pdf - 69 KB)This link will open in a new windowUpdated on 20 April 2017Integrate into practice the general principles of law applicable to damage insurance and the rules governing the activities of claims adjusters

    To do so, follow the two steps of the exam registration process:
  3. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than three years

  1. Have valid minimum qualificationsUnder section 17 of the Regulation respecting the issuance and renewal of representatives’ certificates, representatives may be exempt from the minimum qualifications prescribed for the sector classes for which they are applying if, for a period of at least one year, their certificates were issued or renewed after October 1, 2002.
  2. Pass the examinations
  3. Successfully complete the probationary period
  4. Complete the Application for a representative's certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

Financial planning

Surrender period of certificate:

One year or less

  1. Where applicable, have remedied the failure to comply with the rules relating to the compulsory professional development (PDU) of the Institut québécois en planification financière (IQPF)
  2. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than one year AND IQPF examination successfully passed within the past six years

  1. Complete the Application for a representative’s certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019

More than one year AND IQPF examination successfully passed over six years ago

  1. Demonstrate that you applied the competencies acquired through obtaining the diploma issued by the IQPF:
    • Have held a certificate from the AMF in the financial planning sector for twoThe two-year period does not need to be consecutive. A representative must have held a certificate from the AMF for a total of at least two years over the past six years. of the past six years and have met the professional development (PDU) obligations
      or
    • Submit evidence that 40 PDUs have been accumulated in the past six years in accordance with the Regulation respecting the compulsory professional development of financial plannersThe PDUs do not necessarily have to be accumulated within a 24-month period. The applicant must, however, have accumulated 40 PDUs, apportioned as described in the Regulation respecting the compulsory professional development of financial planners.
      or
    • Have been authorized to use the title of financial planner for at least two of the past six years under an agreement between your professional orderMay include the Ordre des CPA (the former CA, CGA and CMA) and the Ordre des administrateurs agréés and the AMF
  2. Complete the Application for a representative's certificate (pdf - 380 KB)This link will open in a new windowUpdated on 1st January 2019
Warning

Representatives who are unable to demonstrate that they applied the above competencies will have to successfully pass the IQPF exam again.

End of the warning