C131: Advanced Skills for the Insurance Broker and Agent

Please note that the final examination for this course is a computer-based exam.

Advanced Skills for the Insurance Broker and Agent builds on the foundation ofC130: Essential Skills for the Insurance Broker and Agent and is immediately useful to the broker with several years of experience. The course addresses the more complex insurance needs of commercial clients through the risk management principles of identifying exposures, analyzing risks, identifying risk management options and implementing a risk management plan. It also provides a brief discussion of various terms, conditions and clauses in commonly used wording.

Three categories of commercial clients'—manufacturers and distributors, contractors and builders’—risks are analyzed using a case study process. Finally, Advanced Skills for the Insurance Broker and Agent addresses the broker’s continuing task of monitoring and modifying the risk management plan, including reviewing the progress and insurance needs of commercial clients once their initial policy has been placed.

Course Note: Before you take C131: Advanced Skills for the Insurance Broker and Agent, we recommend that you have taken the following:C11: Principles and Practice of Insurance, C12: Insurance on Property, C13: Insurance Against Liability—Part 1, C14: Automobile Insurance—Part 1 andC130: Essential Skills for the Insurance Broker and Agent.

Course Outline

  • Introduction to Commercial Insurance
  • Risk Management
  • Analyzing Risk Exposures
  • Selecting Risk Techniques
  • The Insurance Portion of a Risk Management Plan
  • Monitoring and Modifying the Risk Management Plan
  • Property Coverages
  • Liability
  • Automobile, Crime, and Bonds
  • Manufacturers, Distributors, and Freight Forwarders
  • Contractors
  • Builders Risk

Who Should Register

 All insurance courses offered by The Insurance Institute are designed for individuals who want to attain a highly recognized and respected professional designation in the p&c industry. The professional designation Chartered Insurance Professional (CIP) is recognized across Canada and elsewhere around the world as the benchmark of insurance professionalism.

Advanced Skills for the Insurance Broker and Agent is for industry professionals, including brokers and agents, underwriters and adjusters, who want a comprehensive p&c education and the skills and knowledge required to advance their careers.

 

Course Offerings

Distance Learning

Name Start Date End Date Method  
C131: Advanced Skills for the Insurance Broker and Agent/C131 : Le courtier et l'agent d'assurance : compétences avancées 9/1/2023 11/30/2023 Independent Study
C131: Advanced Skills for the Insurance Broker and Agent/C131 : Le courtier et l'agent d'assurance : compétences avancées 1/1/2024 3/31/2024 Independent Study


In-Class and Virtual Learning

Name Location Start Date End Date Class Time Delivery Method  
C131: Advanced Skills for the Broker/Agent (Tuesday) 9/19/2023 11/21/2023 Virtual
C131: Advanced Skills for the Insurance Broker & Agent (Tuesday) Online- Toronto 9/19/2023 11/21/2023 6- 9 p.m. EST Virtual
C131: Advanced Skills for the Broker/Agent (Tuesday) Online- Moncton 9/19/2023 11/21/2023 7:30 p.m. Atlantic Virtual
C131: Advanced Skills for the Insurance Broker and Agent (Wednesday) - FULL Online - Calgary 9/20/2023 11/22/2023 6:30-9:30 p.m. MDT Virtual
C131: Advanced Skills for the Insurance Broker and Agent (Wednesdays) - FULL Online - Edmonton 9/20/2023 11/22/2023 6:30-9:30pm MST Virtual
C131: Advanced Skills for the Broker/Agent (Thursday) Online - Halifax 9/21/2023 11/30/2023 6:00 pm Atlantic Virtual
C131: Advanced Skills for the Broker/Agent (Thursday) Online - St.John's 9/21/2023 11/30/2023 6:30 pm NST Virtual
C131: Advanced Skills for the Broker/Agent (Thursday) Online - Charlottetown 9/21/2023 11/30/2023 6:00 pm Atlantic Virtual
C131: L'agent et le courtier : les compétences avancées (Mardi) IADQ - Online 9/26/2023 11/28/2023 18:30-21:30 EST Virtual
C131: Advanced Skills Broker and Agent (Saturdays) Online - Calgary 10/21/2023 11/25/2023 9am - 2pm MDT Virtual
C131: Advanced Skills for the Insurance Broker and Agent Fall 2023 (Weekend) Online - BC 10/21/2023 11/25/2023 8 a.m. -1 p.m. PT Virtual
C131: Advanced Skills for the Insurance Broker and Agent (Saturdays) Online - Edmonton 10/21/2023 11/25/2023 9:00am - 2:00pm MST Virtual
C131: Advanced Skills for the Insurance Broker & Agent (One Week) Online- Toronto 11/13/2023 11/17/2023 8:30 a.m.- 4:30 p.m. Virtual