Pass the examinations and compulsory training

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 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 to act in insurance of persons or group insurance of persons or a class of these sectors;

    And

  • If your probationary period begins within three years following the issuance of your certificate in such other sector or sector class.

A representative certified in insurance of persons wants to add the group insurance of persons sector to his certificate.

  • March 20, 2022: He passes four LLQP examinations.
  • April 15 to July 15, 2022: He completes the probationary period (at least 336 hours) in insurance of persons.
  • August 8, 2022: He is certified in insurance of persons (date of issuance).
  • August 8, 2025: End of exemption from previously passed examinations.

The representative must begin his probationary period before August 8, 2025 to be exempted from the examinations he already passed.

After that date, he will have to 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.

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

Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of persons

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311

01-313

At least 336 hours
Group insurance of persons

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311

01-313

At least 336 hours
Group insurance plans

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311At least 168 hours
Group annuity plans

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-313At least 168 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of personsNoneNoneAt least 336 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Group insurance of personsNoneNoneAt least 336 hours
Group insurance plansNoneNoneAt least 168 hours
Group annuity plansNoneNoneAt least 168 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of personsNone01-313At least 336 hours
Group annuity plansNone01-313At least 168 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of persons

None if LLQP (Civil Code) OR

Accident and Sickness (Civil Code)

01-311

01-312

At least 336 hours
Group insurance plans

None if LLQP (Civil Code) OR

Accident and Sickness (Civil Code)

01-311

01-312

At least 168 hours

* You passed your examinations before the January 1st, 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.

Are you certified in insurance of persons, group insurance of persons, financial planning, claims adjustment or mortgage brokerage?

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?

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.

To learn more about the examinations to pass

Required examinations

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

To add the “Claims adjustment” sector, 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 claims adjustment in personal-lines damage insurance or in claims adjustment 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.

To learn more about the examinations to pass

Required examinations

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

To add the “Mortgage brokerage” sector, 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.

Pass the examinations and compulsory training

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 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 to act in insurance of persons or group insurance of persons or a class of these sectors;

    And

  • If your probationary period begins within three years following the issuance of your certificate in such other sector or sector class.

A representative certified in insurance of persons wants to add the group insurance of persons sector to his certificate.

  • March 20, 2022: He passes four LLQP examinations.
  • April 15 to July 15, 2022: He completes the probationary period (at least 336 hours) in insurance of persons.
  • August 8, 2022: He is certified in insurance of persons (date of issuance).
  • August 8, 2025: End of exemption from previously passed examinations.

The representative must begin his probationary period before August 8, 2025 to be exempted from the examinations he already passed.

After that date, he will have to 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.

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

Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of persons

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311

01-313

At least 336 hours
Group insurance of persons

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311

01-313

At least 336 hours
Group insurance plans

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-311At least 168 hours
Group annuity plans

LLQP (Civil Code) OR

Accident and Sickness Top-Up

01-313At least 168 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of personsNoneNoneAt least 336 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Group insurance of personsNoneNoneAt least 336 hours
Group insurance plansNoneNoneAt least 168 hours
Group annuity plansNoneNoneAt least 168 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of personsNone01-313At least 336 hours
Group annuity plansNone01-313At least 168 hours
Add sector or sector classValid training modulesExaminationsProbationary period
Insurance of persons

None if LLQP (Civil Code) OR

Accident and Sickness (Civil Code)

01-311

01-312

At least 336 hours
Group insurance plans

None if LLQP (Civil Code) OR

Accident and Sickness (Civil Code)

01-311

01-312

At least 168 hours

* You passed your examinations before the January 1st, 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.

Are you certified in insurance of persons, group insurance of persons, financial planning, claims adjustment or mortgage brokerage?

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?

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.

To learn more about the examinations to pass

Required examinations

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

To add the “Claims adjustment” sector, 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 claims adjustment in personal-lines damage insurance or in claims adjustment 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.

To learn more about the examinations to pass

Required examinations

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

To add the “Mortgage brokerage” sector, 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.