Transfers & Withdrawals
» Students wishing to withdraw from an examination must withdraw from the course and examination, where applicable.
» Distance learning/independent study students may withdraw from courses by returning all material, including texts, sent to them. Provided the texts are in a resalable condition, students will receive a refund of their entire fee less an administrative charge (see the Fee Schedule). Students wishing to retain texts will have an additional amount deducted equivalent to the cost of the text. Membership, shipping fees, and overseas student surcharges are non-refundable.
A refund or withdrawal will not be permitted if received by the Institute after the following dates:
» Classroom and virtual classroom students wishing to withdraw from the examination and course must have their withdrawal notice delivered to the Institute prior to the local institute and chapter entry deadline for the appropriate examination. For more information on withdrawal policies and deadlines, refer to your local institute and chapter page, which can be found at www.insuranceinstitute.ca.
» Rewrite fees will be refunded, less an administrative fee (see the Fee Schedule) if the withdrawal notice is delivered to the Institute prior to the rewrite withdrawal deadline for the appropriate examination session.
Transferring to a Classroom Course from Independent Study
» Distance learning/independent study students may transfer to a classroom equivalent if that course becomes available during the distance learning/independent study semester. The student is responsible for payment of the classroom tuition, but the Institute will credit the student with the examination fee and textbook fee, if applicable, and refund the balance of the distance learning/independent study fee.
» Distance learning/independent study students may transfer into the next distance learning/independent study session at any point prior to the transfer deadline indicated in each session, at no charge. A fee (see the Fee Schedule) is applicable when written transfer requests are received within two weeks following the transfer deadline. Additional fees may be required to cover any difference in tuition costs between sessions. Please contact the Institute prior to submitting your payment. This type of transfer is allowed once per session.
No other refunds or credits will be made.
Rescheduling Computer-based Examinations (CBE's) Within the Three-Week Exam Session
Candidates have the option to reschedule their exam booking prior to the three-week exam session in which they are scheduled. Candidates may change their exam location, date, and/or time up to seven days prior to the exam session start date at no cost, if space permits.
» Log into the Institute’s website
» Click on “My Education”
» Click “My Courses”
» Click “Exam Details” under “Course Record”
After the seven-day deadline, options to reschedule will no longer be available to students. If a student is unavailable to attend the scheduled examination due to medical, work-related, or bereavement reasons, they should refer to the Absence from Examinations and Exam Deferral Requests policy.
Please note that all examination centres have limited seating and availability.
| Rescheduling Deadline
| December 2018
| November 26, 2018
| April 2019
| March 25, 2019
| July 2019
| June 25, 2019
Candidates may change their exam location, date, and/or time up to seven days prior to the exam session start date at no cost, if space permits.