Provincial Continuing Education Requirements

BC Requirements

General Insurance Agents

Licensing Period:
1 year

Due:
June 1 annually
Those with an approved designation1 = 4 credit hours; or without an approved designation but licensed 5 of 7 years2 = 6 credit hours; or without an approved designation and not licensed 5 of 7 years, = 8 credit hours3

Salespersons/ Agent Level 2
may only take technical courses

Agent Level 3
may take either: technical; management; accounting; and/or human resources courses

Footnotes:
1 Insurance Council of BC: Approved Designations are defined as: CAIB; CIB; CIP (formerly AIIC); CCIB; FCIP; CRM; approved foreign equivalents to Canadian Designations
2 Insurance Council of BC "If you have been licensed as a general insurance agent or salesperson for at least 5 of the last 7 years in a Canadian jurisdiction, and you do not have an approved designation you must have 6 qualified hours of continuing education."
3 Insurance Council of BC "If you have not been licensed as a general insurance agent or salesperson agent for at least 5 of the last 7 years in a Canadian jurisdiction and you do not have an approved designation you must have 8 qualified hours of continuing education."

Inusrance Adjusters

Licensing Period:
1 year

Due: June 1 annually

Those with an approved designation1 = 4 credit hours; or without an approved designation but licensed 5 of 7 years2 = 6 credit hours; or without an approved designation and not licensed 5 of 7 years, = 8 credit hours3

Salespersons/ Agent Level 2
may only take technical courses

Agent Level 3
may take either: technical; management; accounting; and/or human resources courses

Footnotes:
1 Insurance Council of BC: Approved Designations are defined as: CAIB; CIB; CIP (formerly AIIC); CCIB; FCIP; CRM; approved foreign equivalents to Canadian Designations
2 Insurance Council of BC "If you have been licensed as a general insurance agent or salesperson for at least 5 of the last 7 years in a Canadian jurisdiction, and you do not have an approved designation you must have 6 qualified hours of continuing education."

3 Insurance Council of BC "If you have not been licensed as a general insurance agent or salesperson agent for at least 5 of the last 7 years in a Canadian jurisdiction and you do not have an approved designation you must have 8 qualified hours of continuing education."

 

Life/Accident & Sickness Agents

Licensing Period:
Due: June 1 annually

Those with approved an designation1 = 5 credit hours (technical courses only ); or without an approved designation but licensed 5 of 7 years2 = 10 credit hours (technical courses only); or without an approved designation and not licensed 5 of 7 years3 = 15 credit hours (technical courses only)

Footnotes:
1 Insurance Council of BC: Approved Designations are defined as: CFP; CLU; RHU; FCIA; FLMI; CEBS; approved foreign equivalents to Canadian Designations
2 Insurance Council of BC, "If you have been licensed as a general insurance agent or salesperson for at least 5 of the last 7 years in a Canadian jurisdiction, and you do not have an approved designation you must have 6 qualified hours of continuing education."
3 Insurance Council of BC, "If you have not been licensed as a general insurance agent or salesperson agent for at least 5 of the last 7 years in a Canadian jurisdiction and you do not have an approved designation you must have 8 qualified hours of continuing education."
4 Insurance Council of BC, "Technical education directly relates to:

AB Requirements

General Insurance Agents

Licensing Period:
1 year

Due:
Oct 31 annually

General Insurance Agents:
15 hrs

Insurance Adjusters

Licensing Period:
1 year

Due:

May 31 annually

Insurance Adjusters
15 hrs
(May 31/04)

Life/A&S Agents

Licensing Period:
1 year

Due: Feb 15 annually


Life/Accident & Sickness Agents Hours needed:

15 hrs

SK Requirements

General Insurance Agents

Licensing Period:
1 year

Due: based on individual license renewal date


Hours Needed:

Less than 25 years in industry
12 hrs


More than 25 year in industry
8 hrs


Holds a recognized insurance designation
8 hrs

Insurance Adjusters

Period:
See General Agents Information


Hours All Levels

8 hrs

Life / A&S Agents

Licensing Period:
2 years

Due:
based on individual license renewal date

Life Level 1 & 2
30 hrs

MB Requirements

The annual continuing education credit hour requirements for agents/brokers are as follows:

The annual continuing education credit hour carry forward for agents/brokers is as follows:

Continuing Education Definition

Continuing education for a Life and/or Accident and Sickness licensee must be directly related to life and accident and sickness insurance products or services, or the operation of an insurance business.

A maximum of 5 CE credits of the required 15 may be related to segregated funds.  This maximum of 5 may include investment related education if it is directly applicable and relevant to segregated funds. 

Content excluded from allowable CE credits are programs based on sales production, promotion, motivation, computer training, and any education not related to products or activity for which the licence is held. 

Allowable content would include ethics, errors and omissions coverage and compliance with insurance related legislation and regulatory requirements both Provincial (Manitoba) and Federal (e.g. Code of Conduct, the Insurance Act, Rules and Regulations, privacy legislation, anti-terrorism or money laundering legislation, and replacement requirements).

 

MB Requirements

The annual continuing education credit hour requirements for agents/brokers are as follows:

The annual continuing education credit hour carry forward for agents/brokers is as follows:

Continuing Education Definition

Continuing education for a Life and/or Accident and Sickness licensee must be directly related to life and accident and sickness insurance products or services, or the operation of an insurance business.

A maximum of 5 CE credits of the required 15 may be related to segregated funds.  This maximum of 5 may include investment related education if it is directly applicable and relevant to segregated funds. 

Content excluded from allowable CE credits are programs based on sales production, promotion, motivation, computer training, and any education not related to products or activity for which the licence is held. 

Allowable content would include ethics, errors and omissions coverage and compliance with insurance related legislation and regulatory requirements both Provincial (Manitoba) and Federal (e.g. Code of Conduct, the Insurance Act, Rules and Regulations, privacy legislation, anti-terrorism or money laundering legislation, and replacement requirements).

 

ON Requirements

General Insurance Agents

Licensing Period:
1 year

Due:

Sept 30 annually


Principal/Deputy Principal Brokers

10 hrs
(min. 5 Management)


All other licenses
:
8 hrs

Insurance Adjusters

Licensing Period:
Currently there are no continuing educational requirements

Life / A&S Requirements

Licensing Period:
2 years

Due:
based on individual license renewal date


Life Level 1 & 2

30 hrs

QB Requirements

General Insurance Agents

Licensing Period:
2 years

Due:
December 31 every odd numbered year (2005, 2007)


*20 pdu's
:
(10 Administration and/or Insurance Techniques and/or Law and Legislation)
(10 Professional Development and/or any other category)


*Effective July 1, 2004 (Retroactive to Jan. 1, 2004)

Insurance Adjusters

Licensing Period:
2 years

Due:
December 31 every odd numbered year (2005, 2007)


20 pdu's

(10 Administration and/or Insurance Techniques and/or Law and Legislation)
(10 Professional Development and/or any other category)

Life / A&S Agents

Licensing Period:
2 years


Please Note:
January 1, 2006 November 30, 2007


*25 pdu's

(10 General)
(5 Standards, Ethics, or Professional )
(10 in category they hold a certification)


December 1, 2007 November 30, 2009


*30 pdu's

(10 General)
(10 Standards, Ethics, or Professional )
(10 in category they hold a certification)

YU, NB, NS, PEI, NL, NU, NT Requirements

Currently there are no compulsory continuing educational requirements