Broker/Agent Licensing Prep Course: In-class

Conestoga Chapter Office

515 Riverbend Drive Unit 101, Kitchener, ON, N2K 3S3 [Map]
Date and Time: January 07, 2019 - January 18, 2019 9:00 a.m.- 4:30 p.m.
Speaker(s):
Melanie Needham, Instructor
MRD Training & Consulting Inc.

 

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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 learnings:

  • 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 management/loss prevention
  • Two practice exams (does not count towards final mark)

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 instructor.

Classes are Monday to Friday, 9:00 a.m. to 4:30 p.m., beginning January 7, 2018. Please arrive for class early.

Agent (OTL) and Broker (RIBO) exams will be held on January 21, 2018 from 9:30 a.m. to 12:30 p.m.

Please bring the following for the first day of class:

  • 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.

Program Fees:

  • Cost: $775.00 (+HST) plus membership, texts & exam fee
  • Membership $105 (Until May 2019)
  • 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 $133.34 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

Please Note:

For those 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 program.

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 refunds.

Should you require assistance please contact Heather Graham at 519-579-0184

Pricing

Pricing for this seminar varies based on your membership. Prices exclude tax

Fee Description Amount
Standard $775.00