Broker & Agent Applied Professional Series

The Broker & Agent Applied Professional Series within the CIP Program gives you the option of focusing on the broker/agent career path or simply learning more about this important area of the property & casualty (p&c) industry. This series includes courses most useful to brokers, agents, production department staff of insurers, and others who wish to gain an insight into the distribution arm of the insurance industry.

You’ll learn the skills and knowledge required by an insurance intermediary in order to evaluate a client’s exposures and bring the risk into the insurance market. Placing emphasis on the integration of both practical and theoretical aspects of broker and agent knowledge, the courses, listed below, help support brokers and agents in their career development and advancement.

Courses

Broker & Agent Professional Series
C130: Essential Skills for the Insurance Broker and Agent
C131: Advanced Skills for the Insurance Broker and Agent
C132: Practical Issues in Broker Management

The first two courses in the series cover basic, intermediate and advanced skills and knowledge development for individual producers and team or department managers. The third course prepares you for the responsibilities and challenges of brokerage/agency management or ownership.

Flexibility

This series represents an area of concentration for those that wish to focus on the broker and agent role. You are free to choose any three courses from the Applied Professional Series, including this Broker and Agent Professional Series as well as the Underwriter Professional Series or Claims Professional Series. As well, the Insurance Institute understands that you need the freedom to study when and where it is convenient for you. We offer a range of flexible study methods, including in-classvirtual and distance learning.

Credits for CAIB and AIB Graduates

If you already have your Canadian Accredited Insurance Broker (CAIB) designation and want a deeper insight into other areas of the p&c insurance industry, consider a CIP designation. CAIB graduates receive advanced standing which provides even more incentive to broaden your skills, expand your knowledge and extend your network. Please see the table below that shows the courses for which CAIB graduates receive advanced standing. Brokers with an Associate Insurance Broker (AIB) designation will also receive advanced standing in the CIP Program. Learn more about available CIP credits.

Learn and Earn Tax Credits

The Insurance Institute has been certified by Human Resources and Skills Development Canada and therefore is able to issue T2202A receipts. Eligible students who paid tuition and fees for qualifying courses are permitted to claim these on their income tax returns.

Broker & Agent Professional Series and CIP

For those choosing to focus on the broker/agent career path only, here is the CIP plan of study that includes all three Broker/Agent Applied Professional courses. You are not required, however, to take all three broker/agent courses. You must have three of the nine available Applied Professional courses to meet the CIP program course requirements. 

Mandatory CIP Courses
C11: Principles and Practice of Insurance (Must be taken as one of the first four courses)     
C12: Insurance on Property
C13: Insurance Against Liability - Part 1
C14: Automobile Insurance - Part 1
C16: The Business of Insurance (Must be taken as one of the last three courses)

Broker & Agent Professional Series
C130: Essential Skills for the Insurance Broker and Agent
C131: Advanced Skills for the Insurance Broker and Agent
C132: Practical Issues in Broker Management

 

Electives
Choose two (2) electives from almost 30 on offer.

 

 If you are still exploring whether a career as a broker or agent is right for you, you may wish to visit the career profiles at Career Connections for more information.