Broker/Agent Licensing Prep Course: In-class
Conestoga Chapter Office
515 Riverbend Drive Unit 101, Kitchener, ON, N2K 3S3
Date and Time: May 07, 2018 - May 18, 2018 9:00 a.m.- 4:30 p.m.
Melanie Needham, Instructor
MRD Training & Consulting Inc.
David Scharman, Instructor
ProLife Insurance - Business Coaching Training
CLASSROOM | FOUNDATION | TECHNICAL
Are you looking to start a new career as an insurance broker or agent?
Don't miss the opportunity to prepare for your licensing
exam in a classroom setting.
Conestoga Chapter - Insurance
Institute of Ontario is pleased to offer students, new to the Insurance
Industry, an intense two week (10 days) Agent (Other than Life) and Broker
(Entry Level 1- "Acting Under Supervision") program. The program is designed to prepare
students for the Agent and Broker exam.
Participants will benefit from these
- Introduction to insurance business, the law and
insurance, insurance contracts, insurance intermediaries
- The insurance company (the insurer), Government
control, insurance organizations/associations, Insurance documents, common
clauses and insurance practices
- Fire insurance - The Homeowner’s Policy
- Other personal lines - Liability Insurance
- Automobile Insurance
- Commercial Insurance for the Broker (RIBO) and Travel Insurance
for the Agent (OTL)
- Claims and loss adjustments, re-insurance, risk
- Two practice exams (does not count towards final
Small to medium classes allow the instructors to provide our students
with excellent instruction and exam results!!
Students must attend all classes as well
as complete at-home assignments which will be reviewed in class, with the
Classes are Monday to Friday, 9:00 a.m. to 4:30
p.m., beginning May 7, 2018. Please arrive for class early.
(OTL) and Broker (RIBO) exams will be held on May 22, 2018 from 9:30
a.m. to 12:30 p.m.
Please bring the following for the first day of
- All the material in the text pack
- Extra paper and a 3" Binder
- Writing essentials such as pencils,
pens, erasers, highlighters
- A calculator and anything else you
feel is necessary
- If you are writing the Broker
(RIBO) exam, you will have to bring with you 2 passport sized photos, with
your signature on the back of each photo. They do not have to be actual
passport photos purchased at Photo Shop. Photos from a mall photo booth,
Shoppers Drug Mart or printed on photo paper from a personal printer (color
or black/white) will work fine (Agent (OTL) exam applications
do not require photos.)
- If you are writing the Broker exam,
you will have to bring a current Criminal Record Check (Agent (OTL) exam
applications do not require Criminal Record Check.)
Please note - A Criminal Record Check must be
included with your Application for Insurance Broker’s Individual Registration
Form 2A, and must be current within 60 days of your application. There
are two types of Criminal Records Check – Regular and Vulnerable – obtain a
"Regular" Criminal Record Check only. Be sure to apply for the Criminal Records Check well in
advance of the course start date. Not all Police or RCMP detachments can
provide you with your record check immediately.
- Cost: $775.00 (+HST) plus membership, texts &
- Membership $102 (Until May 2018)
- The text fee of $309.00 for the broker kit or
$259.00 for the agent kit includes delivery costs. (plus hst/gst)
- Exam costs are $127.69. for OTL Exam or $180.00 for
RIBO Exam (payable to RIBO).
Please add this tuition product to the cart, and then purchase the course material here
registered for the Broker portion of the Licensing course, please ensure that
you bring a seperate cheque in the amount of $180.00 (includes taxes) made
payable to the Registered Insurance Brokers of Ontario (RIBO) for the Broker
exam fee. This is payable on the first day of the
For those registered for the Agent portion of the
Licensing course, a cheque for the exam fee is not required. The exam fee will be
processed with your completed registration.
Cancellation Policy :
credit note will be issued with 24 hours advance notice of cancellation. No
Should you require assistance please contact Heather Graham at