Seminars

Brokers - looking for RIBO hours?
Our seminar program is below, but if you're looking for a quick and easy way to meet the CE requirements of your license, check out CE OnDemand - a new catalogue of online continuing education courses. Learn more.

CE Credits Available for Other Provinces: 
Do you Need CE Credits for Alberta and/or Manitoba? The Insurance Institute of Ontario is pleased to be accredited to issue CE credits for our seminars to members who are licensed in the provinces of Manitoba and Alberta. Contact us at gtaseminars@insuranceinstitute.ca to learn more about this benefit.

  • Broker Licencing (Level 2 Technical) Prep Course
    Be well-prepared for the RIBO – Unrestricted – Technical licensing exam. The Level 2 Technical Preparation Course effectively prepares brokers for the RIBO Unrestricted Technical licensing exam. Get ahead today! Successful completion of both the "Unrestricted – Management" examination and the "Unrestricted – Technical only" examination qualifies an individual to the "Unrestricted" registration and therefore eligible to act as the Principal Broker of a broker business.To make an application to wr ...

  • Broker/Agent Licensing Prep Course: In-class
    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. Par ...

  • Xactimate Training - 2.5 Days
    IN-CLASS | BUILDING | INSURANCE KNOWLEDGE/ TECHNICAL We’re pleased to announce we are providing Xactimate training in partnership with the CIAA. This training will be provided by Geoffrey Gonneau, XCT, an Xactimate Certified Trainer affiliated with Claim Assist Canada. This is a 2.5-day program that will give you the ability to effectively use the Xactimate program to assist you to be more efficient in your daily tasks. Who should take this course? If you are a new to intermediate Xactimate user ...

  • Broker/Agent Licensing Review
    Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This two-day course is designed for students who already have a basic understanding of the broker/agent licensing study material (e.g. completed the Fanshawe college diploma program or some of the CIP courses). This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Day 1: Principles & Practices Property ...

  • Industry Trends & Predictions:2019
    CLASSROOM | ENHANCING | MANAGEMENT Join us for our highly-anticipated Industry Trends & Predictions: 2019 , featuring respected p&c consultant Phil Cook. Phil will take a look back at significant events that have impacted our industry, and give us his predictions for the next year and beyond. He always delivers a fascinating and thought-provoking presentation – book now to secure your space. Special Guest Speaker Philip H. Cook, MBA, FCIP Chief Executive Officer Omega Insurance Holdings ...

  • New Producer Boot Camp
    Maximizing producer effectiveness is a win/win proposition for the producer and the brokerage. If you are a producer, this program will provide you with the knowledge and tools to build a resilient book of business and generate superior revenue. The program starts with the highly regarded Everything DiSC® Sales, a program to help your sales team learn to communicate better and improve their sales relationships. Everything DiSC® Sales is classroom training that uses online pre-work, engaging faci ...

  • Fundamentals of Financials - Webinar
    Fundamentals of Financials for the professional is addressed to all positions in the insurance industry. We will cover the basics of reading and understanding financial statements, including but not limited to the main four financials. In addition to discussing current case law regarding certificates of insurance, cover notes, binders and other ancillary insurance documents, this seminar will focus on how to achieve greater efficiency and minimize paperwork, how to manage customer expectations a ...

  • Teaching & PresentationTechniques (4-day program)
    Do you need to enhance your teaching and facilitation skills? If so, this four-day certificate program is for you. (February 1, 8, 15 & 22, 2019) This instructional course will give you the resources needed to understand your audience, prepare your lessons and outcomes and be an overall better trainer or instructor. It is also used to develop instructors for the Insurance Institute CIP class programs. Section 1: Introduction to Adult Learners and Training / Planning - Understanding how adult ...

  • A CHANGING WORKFORCE - Impact of Technology and Demographics on the P&C Insurance Industry in Canada
    CLASSROOM | ENHANCING | MANAGEMENT Insurance is rapidly changing—demographic factors including retirement trends and a diversifying workforce are shaping the industry of tomorrow. If you share concerns about the future of talent in our industry, join us for an interactive session to discuss the impacts of both demographic and technological change, and how the industry can better prepare to tackle new challenges. The Institute’s latest research reports have shed light on our industry’s changing w ...

  • The Art of Persuasive Negotiation
    Do you want to be more assertive and improve your negotiation skills? If so, this session is for you! Negotiation skills are essential in daily interactions with others in order to reach important decisions, find solutions to disputes and reach "win-win" resolutions. Whether it be in your professional life or your personal life, you are almost certain to spend some time negotiating. In this engaging and valuable session, Jessica Naylor will demonstrate how persuasive negotiation skills can make ...

  • Breakfast - Fireside Chat
    CLASSROOM | ENHANCING | MANAGEMENT Your chapter has lined up an amazing group of industry professionals for a panel discussion on hot topics. This event is presented as a part of the Insurance Institute’s " National Education Month ". The theme to our discussion will be: TBA Do you have a question you wish the panel to discuss? Please submit your questions to: HamiltonNiagaramail@insuranceinstitute.ca Whether you are an organizational leader or an upcoming insurance professional, you will find v ...

  • Surety 101
    Do you deal with contractors? This seminar will help insurance professionals deal with the questions that can arise involving surety, and better prepare you through knowledge on the surety side of operations. This two hour seminar will cover the following topics What is Bonding? Bonding vs. Insurance The 5 C’s of Surety Underwriting Requirements Competitive Advantages Contract Bonds The Bonding Process FAQs Commercial Surety Seminar Leader: Jeremy Sztuka, B.Com (Honours), ACSB, CIP Underwriter I ...

  • Business Interruption: Beyond the Basics (Webinar)
    CLASSROOM | BUILDING | TECHNICAL Business interruption insurance is often perceived as a highly technical field, both difficult to sell and to service. As a result, it is a commodity that, although important to all risk portfolios, is undersold. This seminar aims to put aside the accounting and the numbers so that the insurance people in all disciplines can get a better handle on the how tos of business interruption. Business interruption insurance is a vital component of any business continuity ...

  • Broker/Agent Licensing Prep Course: In-class
    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! This intensive 7-day course is designed to assist students, new to the insurance industry, to pass the Agent or Broker - Basic Licensing Exam. We have small classes, with excellent results. Topics include: Principles & Practice of Insurance Property Automobile Liability Travel/Health Commercial RIBO Act Registration deadline February 8th ...

  • Broker/Agent Licensing Three Day Exam Prep Course
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Broker/Agent Licensing Preparation Course
    CLASSROOM | FOUNDATION | TECHNICAL Give yourself the best chance of success in your RIBO Level 1 or OTL exam. This 10 day course is designed to assist you, new to the insurance industry, to pass the Agent or Broker Basic Level 1 Licensing Exam. The licensing exam will be held on Friday, March 8 at 10:00 a.m. This is an intensive course and requires you to attend all classes as well as complete at home assignments which will be reviewed in class with your instructor, Lyall Bell, CIP. Here's what ...

  • Commercial Broker Jump Start
    Give your new Commercial brokers a Jump Start into their careers!. This new five day program is designed to help launch the careers of newly licensed or transitioning brokers with the technical knowledge and professional skills required for them to be successful in their new roles. Over the course of the five days we will cover: • a review of basic insurance policies along with detailed underwriting skills such as application completion, calculators and reports • negotiation, • time management, ...

  • Cannabis: Insurance & Risk Management Implications
    SPECIAL PRESENTATION As of July 1, 2018, Cannabis possession and consumption will be legal in Canada—immediately impacting all aspects of property and casualty insurance. In the lead up to this date, issues are being discussed as they arise and decisions are continuously being made regarding the many minute factors that this legalization will affect. Are you keeping up-to-date on all the ways our industry will be impacted? How will it affect your work as an insurance professional? Your Insurance ...

  • Leading Insurance Coverage and Liability Cases
    CLASSROOM | BUILDING | TECHNICAL In the dynamic and evolving world of p&c insurance, it’s vital that you stay up-to-date with the latest industry trends. Join Mario Fiorino, Senior Council of the Insurance Bureau of Canada as he updates us on the most current and relevant information over the past year. You will navigate through the leading coverage and liability decisions of 2018-2018 dealing with the following issues: Coverage Interpretation under the Commercial General Liability Policy Co ...

  • Fundamentals Series: 104 - Down to Business with Commercial Property
    The complexities of commercial property insurance are many, and there are very few similarities with residential property insurance. How do you classify commercial property? How is the risk assessed? How are commercial property values established? These are critical questions without simple answers, because this line of insurance requires a breadth and depth of knowledge that takes time to acquire. Whether you’re making the move from personal lines to commercial lines insurance, or simply intere ...

  • Crime Insurance - Webinar
    CLASSROOM | BUILDING | TECHNICAL Workplace crime can be disruptive to daily operations, and can have devastating impact on a company and its bottom line. It’s crucial to help your clients protect their businesses from the threat of crime by employees and outsiders. In this webinar, you’ll take a good look at all crime and fidelity coverages including: Employee Theft or Forgery/Alteration Theft, Robbery and Burglary (inside the premises) Theft, Robbery and Burglary (outside the premises) Fraudule ...

  • Policy Wordings (Webinar)
    CLASSROOM | BUILDING | TECHNICAL When dealing with insurance policies, the Confirmation of Coverage and policy wording form the contract is important for everyone to understand. Together they are the guide to what will and will not be covered and understanding this to protect the broker/agent E&O as well as being able to explain it to clients is extremely important. Join us as we learn how to properly navigate policy wordings to find what is covered, excluded, conditions of the policy, and e ...

  • Cyber Liability Exposure & Coverage (Webinar)
    CLASSROOM | ENHANCING | TECHNICAL Canadians are embracing the use of cyberspace in every aspect of their lives – but are we adequately prepared to deal with the increasing risk of cyber-attacks? With both the frequency and severity of cyber-attacks increasing, the insurance industry needs to be poised to understand, recognize, and advise clients on the risks, potential impacts, and available coverages. Several high profile cybercrime cases have garnished the attention of the media and clients. C ...

  • Broker/Agent Licensing Prep Course: In-class
    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. Par ...

  • Broker Jump Start
    Give your new brokers a Jump Start into their careers!. This new five day program is designed to help launch the careers of newly licensed brokers with the technical knowledge and professional skills required for them to be successful in their new roles. Over the course of the five days we will cover a review of basic insurance policies along with detailed underwriting skills such as application completion, calculators and reports. Negotiation, time management, communication skills along with er ...

  • Broker/Agent Licensing Three Day Exam Prep Course
    CLASSROOM | FOUNDATION | TECHNICAL Are you looking to boost your preparation for the Agent or Broker Licensing Exam? This three-day course is designed for students who already have a basic understanding of the broker/agent licensing study material. This is an intensive course which acts as a review or "refresher" on the key topics, including principles and practices, property, automobile and travel insurance. Note: This course is not intended for students with little to no previous insurance kno ...

  • Effective People Management
    CLASSROOM | ENHANCING | MANAGEMENT Management responsibilities are becoming more complex and managers require a variety of skills to be effective. This three day program has been designed to enable managers to develop new skills and enhance their management capabilities. Effective People Management is a three day program that uses online pre-work, engaging facilitation with contemporary video, and personalized objectives to create superior learning experience.Participants learn how to read the s ...

  • Broker/Agent Licensing Prep Course: In-class
    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. Par ...

  • Cyber Coverage Sales: Winning Approaches to Get Results
    Are your cyber sales efforts stalling when there should be a flood of new business? Do you struggle to have the cyber risk conversation with your clients, and never seem to get anywhere? Do you have clients that don’t understand just how much cyber risk exposure they have? If you answered "yes" to these questions, and would like to position your brokerage as a trusted advisor on cyber risks, this half-day CIP Society seminar is for you! Presented by Serge Solski, cyber risks expert within the in ...

  • PROedge Seminar - Directors' & Officers' Liability
    CLASSROOM | ENHANCING | TECHNICAL Seminar Description: Corporate misfeasance both in the United States and Canada has resulted in significant legislative and judicial responses aimed squarely at the conduct of corporate directors and officers. This has highlighted the importance and need for directors’ and officers’ insurance and for understanding this seemingly complex area of regulation and liability. This course will provide an overview of the duties of directors and officers, the exposures f ...

  • Fundamentals Series: 108 Condominium Conundrums
    Condo insurance is an often misunderstood product. Misconceptions are common and many stem from confusion about coverage provided by the Condo Corporation’s insurance vs. the unit owner’s condo insurance. Whether you’re a Broker, Underwriter or Adjuster, learn about this in demand product. Condo sales aren’t showing signs of slowing down soon and a condo is often the first time homebuyer’s step into the real estate market. Helping customers identify their needs and ensure proper coverage will go ...

  • Fundamentals Series: 106 Covering Clients with Personal Umbrella
    Imagine that one of your clients was judged to be legally liable for injuries suffered by a third party. What would happen if the incident that caused the loss was covered under the insurance policy, but your client was ordered to pay the injured party more than the limit of the liability provided by the policy you sold? Or, perhaps your client is sued for an occurrence arising from his or her volunteer work for a non-profit organization. Would a claim of this nature be covered by the underlying ...

  • Broker Level 3 Management Preparation Course
    CLASSROOM | ENHANCING | MANAGEMENT Give yourself the best chance of success in your RIBO Level 2 management exam. This " preparation course" is for individuals preparing to write the "RIBO – Unrestricted – Management " licencing exam. Learning outcomes: Understanding of the RIBO Act and Regulations Understanding of the Administration and Finance Operations of a Brokerage Understanding of how to complete a RIBO form 1: Financial Statement To make an application to write the "Unrestricted – Manage ...

  • Cyber Liability: Exposures, Coverages and Emerging Trends
    CLASSROOM | ENHANCING | TECHNICAL Canadians are embracing the use of cyberspace in every aspect of their lives – but are we adequately prepared to deal with the increasing risk of cyber-attacks? With both the frequency and severity of cyber-attacks increasing, the insurance industry needs to be poised to understand, recognize, and advise clients on the risks, potential impacts, and available coverages. Join us for this engaging ProEdge seminar, where a closer look at privacy law, how its evolvin ...