IBAM EDUCATION 2019/2020 - SYLLABUS & COURSE CALENDAR - Insurance Brokers ...
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2019/2020 IBAM EDUCATION SYLLABUS & COURSE CALENDAR
TABLE OF
CONTENTS
03 2019/2020 Course Calendar
06 Continuing Education - Seminars
08 Continuing Education - Webinars
15 National Programs - CSIP
16 Licensing – Fundamentals of Insurance
18 National Programs - CAIB
20 National Programs - CPIB
23 Education Recap
24 Contact Information
Note: Program courses, CECs, pricing and dates are subject to change at any time. All
courses are offered on a first come first serve availability and will be subject to
sufficient enrollment numbers. For finalized information on any course and to
register for any of our offerings, visit the IBAM website at www.ibam.mb.ca/courses
2
2019 / 2020 Course Calendar Snapshot
June 2019
S M T W T F S 4-7 IWS Immersion – Page 16
1 10 Fundamentals Exam / Out of Province Exam
2 3 4 5 6 7 8 24-28 Fundamentals of Insurance Immersion – Page 16
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
July 2019
S M T W T F S 3 CAIB Exam
1 2 3 4 5 6 8 Fundamentals Exam / Out of Province Exam
7 8 9 10 11 12 13 23-26 IWS Immersion – Page 16
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31
August 2019
S M T W T F S 12 Fundamentals Exam / Out of Province Exam
1 2 3 19-23 Fundamentals of Insurance Immersion – Page 16
4 5 6 7 8 9 10 28 IBAM / YBN Golf Tournament
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
September 2019
S M T W T F S 9 Fundamentals Exam / Out of Province Exam
1 2 3 4 5 6 7 10-13 IWS Immersion – Page 16
8 9 10 11 12 13 14 10 Best Practices for Commercial Exposures Webinar – Page 8
15 16 17 18 19 20 21 11 CAIB Exam / CPIB Exam
22 23 24 25 26 27 28 16-21 CAIB 2 Immersion – Page 18
29 30 18 Privacy Compliance Webinar – Page 8 & 9
23-28 CAIB 3 Immersion – Page 18
24 CSIP; Module 1, Part 1 – Page 15
26 CSIP; Module 1, Part 2 – Page 15
30-5 CAIB 4 Immersion – Page 18
October 2019
S M T W T F S 30-5 CAIB 4 Immersion – Page 18
1 2 3 4 5 7 Fundamentals Exam / Out of Province Exam
6 7 8 9 10 11 12 8 Insurance to Value Webinar – Page 9
13 14 15 16 17 18 19 9 IBAM Career Fair
20 21 22 23 24 25 26 15 CSIP; Module 2, Part 1 – Page 15
27 28 29 30 31 17 CSIP; Module 2, Part 2 – Page 15
21-25 Fundamentals of Insurance Immersion – Page 16
22 Preparing for Winter Webinar – Page 9 3
2019 / 2020 Course Calendar Snapshot
November 2019
S M T W T F S 4 Fundamentals Exam / Out of Province Exam
1 2 5 Management of Commercial Risk Webinar – Page 10
3 4 5 6 7 8 9 6 Futureproofing your Brokerage – Page 6
10 11 12 13 14 15 16 12-15 IWS Immersion – Page 16
17 18 19 20 21 22 23 12 CSIP; Module 3, Part 1 – Page 15
24 25 26 27 28 29 30 14 CSIP; Module 3, Part 2 – Page 15
19 Errors & Omissions Loss Control Seminar (Brandon) – Page 6
20 Errors & Omissions Loss Control Seminar (Winnipeg) – Page 6
28 Solid Fuel Heating Appliances Webinar – Page 10
December 2019
S M T W T F S 3 Understanding the CGL Webinar – Page 11
1 2 3 4 5 6 7 4 CAIB Exam / CPIB Exam
8 9 10 11 12 13 14 9 Fundamentals Exam / Out of Province Exam
15 16 17 18 19 20 21 10 CSIP; Module 4, Part 1 – Page 15
22 23 24 25 26 27 28 12 CSIP; Module 4, Part 2 – Page 15
29 30 31 16-20 Fundamentals of Insurance Immersion – Page 16
January 2020
S M T W T F S 13 Fundamentals Exam / Out of Province Exam
1 2 3 4 14 Personal Lines Property Webinar – Page 11
5 6 7 8 9 10 11 14-17 IWS Immersion – Page 16
12 13 14 15 16 17 18 20-25 CAIB 2 Immersion – Page 18
19 20 21 22 23 24 25 21 CSIP; Module 1, Part 1 – Page 15
26 27 28 29 30 31 23 CSIP; Module 1, Part 2 – Page 15
27-1 CAIB 3 Immersion – Page 18
29 Insuring Unique Property Webinar – Page 11
February 2020
S M T W T F S 27-1 CAIB 3 Immersion – Page 18
1 4 Residential Plumbing & Electrical Webinar – Page 12
2 3 4 5 6 7 8 5 CAIB Exam / CPIB Exam
9 10 11 12 13 14 15 10 Fundamentals Exam / Out of Province Exam
16 17 18 19 20 21 22 18 CSIP; Module 2, Part 1 – Page 15
23 24 25 26 27 28 29 20 CSIP; Module 2, Part 2 – Page 15
24-29 CAIB 4 Immersion – Page 18
27 Builders Risk & Liability Webinar Series – Module 1 – Page 12
March 2020
S M T W T F S 2-6 Fundamentals of Insurance Immersion – Page 16
1 2 3 4 5 6 7 9 Fundamentals Exam / Out of Province Exam
8 9 10 11 12 13 14 11 Builders Risk & Liability Webinar Series – Module 2 – Page 12
15 16 17 18 19 20 21 12 Cannabis Webinar – Page 13
22 23 24 25 26 27 28 24 CSIP; Module 3, Part 1 – Page 15
29 30 31 26 CSIP; Module 3, Part 2 – Page 15
31-3 IWS Immersion – Page 16
42019 / 2020 Course Calendar Snapshot
April 2020
S M T W T F S 31-3 IWS Immersion – Page 16
1 2 3 4 2 Builders Risk & Liability Webinar Series – Module 3 – Page 12
5 6 7 8 9 10 11 6 Fundamentals Exam / Out of Province Exam
12 13 14 15 16 17 18 14-16 IBAM Annual Convention & Tradeshow
19 20 21 22 23 24 25 28 CSIP; Module 4, Part 1 – Page 15
26 27 28 29 30 30 CSIP; Module 4, Part 2 – Page 15
30 Life Lease Webinar – Page 14
May 2020
S M T W T F S 4-8 Fundamentals of Insurance Immersion – Page 16
1 2 6 CAIB Exam / CPIB Exam
3 4 5 6 7 8 9 11 Fundamentals Exam / Out of Province Exam
10 11 12 13 14 15 16 19 Introduction to Umbrella Liability Webinar – Page 14
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
June 2020
S M T W T F S 2-5 IWS Immersion – Page 16
1 2 3 4 5 6 8 Fundamentals Exam / Out of Province Exam
7 8 9 10 11 12 13 22-26 Fundamentals of Insurance Immersion – Page 16
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
July 2020
S M T W T F S 8 CAIB Exam
1 2 3 4 13 Fundamentals Exam / Out of Province Exam
5 6 7 8 9 10 11 21-24 IWS Immersion – Page 16
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
August 2020
S M T W T F S 10 Fundamentals Exam / Out of Province Exam
1 17-21 Fundamentals of Insurance Immersion – Page 16
2 3 4 5 6 7 8 26 IBAM / YBN Golf Tournament – Date to be confirmed
9 10 11 12 13 14 15
16 17 18 19 20 21 22 Sept
23 24 25 26 27 28 29 9 CAIB Exam
30 31 14 Fundamentals Exam / Out of Province Exam
15-18 IWS Immersion – Page 16
5Continuing Education
Seminars
We continually develop new in-class seminars that touch on everything from specific
industry issues to general business topics. We have a great vantage point of the
industry as a whole – our job is to keep you informed and at the top of your game by
providing quality seminars at every level.
Our facilitators are some of the best in the business. They range from active brokers
chosen for their expertise on a specific topic to insurance company personnel and
independent consultants. All of our facilitators are dedicated to providing quality
education. Let us know if facilitating is something you have always wanted to do.
Futureproofing your Cost
$25 per member
Brokerage $100 per non-member
What’s Coming, Why it Matters and Facilitator
Where to Start Various speakers will be participating
throughout the day
SPONSORED BY
Accreditation
WAWANESA INSURANCE
General ICM CE Credits TBA
Partners Wawanesa, Trufla and MPI will
present information on roadmaps, trends,
and how brokerages can use technology to
better inform and serve their customers. Errors & Omissions Loss
Control Seminar
The day will consist of three 90-minute
sessions, a lunch and prizes!! Understanding your exposures to Errors &
Omissions claims as a Broker is key to
Highlights developing your operations strategy.
Hear from our partners re: the
challenges and opportunities During this seminar, you will examine
presented to the broker channel by what clients expect of you, what courts
technological advancement expect of you, and what others expect of
Interact with Wawanesa and MPI with you.
respect to their future technology
roadmaps It is during the discussions that you will be
Prepare yourself and your brokerage able to answer the questions you need to
for the next generation of service answer in order to establish the
delivery procedures that best suit your brokerage.
Recommended for Objectives
All brokerage principals and brokerage This seminar will examine those
staff expectations and review some methods to
address your exposures. You will:
Date
November 6, 2019 Review the duty of care required by
professionals
Time Examine sources of claims and claim
9:00am – 4:30pm trends as a learning tool
Gain understanding of the need for
consistency in procedures
6 Learn of some tools and actions IBAM Loss Control Seminar Discount
to assist in controlling your
exposures Available to IBAM members only, this seminar provides qualifying
Insight into how Social Media brokerages a 10% premium credit on your next renewal under the
can expose your brokerage to a members’ Errors & Omissions Program, which is required every
possible E&O Situation three years. See table below for qualifying criteria.
Recommended for A – Seminar Attendance Requirements:
All brokerage staff wishing to
Brokerage Staff Number
minimize their exposure to Errors & Position in Brokerage
Size Required
Omission incidents.
Active Agency Principal, Owner, Partner
IBAM members who are insured 1 to 4 1 or Officer
through the Association’s E&O
Program and, who meet the
1 Active Agency Principal, Owner,
requirements for representation, Partner, or Officer
will earn a 10% credit on their 5 to 11 3 AND
annual premium after they attend Any 2 additional combinations of
this seminar and remain loss free. Producers or CSR’s
1 Active Agency Principal, Owner,
Date 25 % of Staff
Partner, or Officer
Brandon – November 19, 2019 AND
But no more
12+ Any combination of Active Agency
Winnipeg – November 20, 2019 than a max of
Principal, Owner, Partner, Officer,
15 employees
Operations Manager, Producer, or CSR's
Time until number required reached
10:30am – 3:00pm
B – No claims are made against the Insured in each of the three policy periods
following attendance at the seminar.
Cost
$150 per member C – 1) If there are no claims made against the Insured during the three year "Risk
$225 per non-member Management credit" term, the Insured may re-qualify for credit by attending
another seminar during the third year of the "Risk Management credit" term and
prior to the policy period expiration date. Insureds must meet the risk management
Facilitator criteria every 3 years.
Katrina Hueging, Director of
Training & Education at IBAM 2) If a claim is made against the Insured during any of the three years of the "Risk
Management" term the credit will be lost at the next policy anniversary date. The
Insured may re-qualify by attending a seminar during the policy period for which
Accreditation the credit is lost, provided there are no additional claims made during the policy
3.5 General ICM CE Credits / 3.5 period. However, the risk management credit will not be applied to any renewal for
GICS CE Credits the year in which the claim was made. If any additional claims are made, the
Insured must wait an additional year before he is eligible to re-qualify for the
credit.
For more information on IBAM’s Online Courses as
well as upcoming Webinars and Seminars, contact:
Katrina Hueging
Director of Training & Development
katrinahueging@ibam.mb.ca
204-488-1857 ext. 3
7Online Webinars
We are continually developing new webinars that touch on relevant and timely topics industry-
wide. Learn from the comfort of your own office environment.
If you are looking for something specific or an offering that had been available previously, we
can tailor webinars to your brokerage needs. Let us know what you are looking for.
Best Practices for Privacy and Security These new requirements will
increase the urgency that brokers
Assessing Commercial Breach Compliance; A advise their clients about their
Exposures Broker – Client foreseeable and insurable
privacy/security breach risks from
Perspective both a first party and a third party
In this seminar you’ll explore game
planning for successful commercial perspective, and provide adequate
This program will provide practical insurance and risk management
business production. guidance to ensure that brokers solutions.
effective November 1, 2018 are
You’ll learn effective methods for able to assess and manage their
commercial client prospecting, Objectives
client’s insurable privacy/ security Understand the new
including how to research prospects, breach notification risks.
how to properly analyze commercial mandatory breach notification
exposures, and the best ways to framework and its
The new requirements as of corresponding requirements
handle prospect expectations. November 1, 2018 will impose Understand the first party and
notice requirements in the event of third party liability risks
You’ll then discuss marketing a “breach of security safeguards”
strategies and learn how to prepare created by the new breach
on all organizations regulated by notification framework
risk submissions that engage the Personal Information Protection
commercial underwriters. Along the Explore insurance and risk
and Electronic Documents Act management solutions to the
way, you’ll tackle case studies to (“PIPEDA”), and corresponding new
reinforce your learning. compliance, first party and
record-keeping requirements. third party risks associated
Recommended for with the new privacy/security
The new regulatory requirements notification regime.
Brokers who are new or relatively set out a mandatory breach
new to Commercial Lines notification framework which Recommended for
contain a three-pronged notice Brokerage Owners & Managers as
Date requirement:
September 10, 2019 well as Corporate Decision Makers
A. A report to the Office of the
Privacy Commissioner of Date
Time Canada,
1:30 pm – 3:45 pm September 18, 2019
B. A notice to affected
individuals, and Time
Cost C. A notice to other
$125 per member 9:00am – 11:00am
organizations.
$150 per non-member
Cost
For any privacy and security $125 per member
Facilitator breaches occurring on or after $150 per non-member
Nick Batistic November 1, 2018, your client
organizations will have to navigate Facilitator
Accreditation this new regulatory maze to
2 General ICM or GICS CE Credits Mario Fiorino, B.A, LL.B, M.ED,
ensure; compliance, avoid costly Insurance Bureau of Canada
noncompliance consequences and
avoid reputational risk. Accreditation
2 General ICM or GICS CE Credits
8Privacy and Security Breach This informative seminar will provide insight into why
insurance to value is important for all stakeholders in
Compliance; A Management the insurance contract.
Perspective
Participants will learn:
An optional continuation of the Privacy webinar How Insurance to Value is determined
held earlier the same day, this session will expand The various construction types on the market
on the information presented specifically for A stronger understanding of Co-Insurance
brokerage management and owners. Other relevant information trending in the
insurance marketplace
This webinar can only be attended by brokers
participating in the Privacy & Security Breach Recommended for
Compliance; A Broker-Client Perspective webinar. Sales and Service Brokers
Objectives Date
Understand the new mandatory breach October 8, 2019
notification framework and its corresponding
requirements Time
Be introduced to a model brokerage 9:30 a.m. – 11:45 am
security/privacy breach compliance policy.
Cost
Date $125 per member
September 18, 2019 $150 per non-member
Time Facilitator
11:10am – 12:10pm Juanita Morris, Triple R Corporate Risk Analysis
Cost Accreditation
$50 per member 2 General ICM or GICS CE Credits
$75 per non-member
Facilitator
Mario Fiorino, B.A, LL.B, M.ED, Insurance Bureau of Preparing for Winter
Canada
Many times clients look to us for advice on how to
Accreditation prepare for winter. Whether it be watercraft, seasonal
1 General ICM or GICS CE Credits dwellings, ATV's or summer cars.
We will not only discuss advice to give clients on how to
winterize but will review the change in exposure that
Insurance to Value occur once the risk has been put into hibernation over
the winter months.
Insurance to value determines how much coverage
is available to rebuild/replace in the event of a Objectives
loss. Determining accurate insurance to value is a Discuss the importance if winterizing and tips to
complex and important process that requires provide your clients on how to complete this task
specialized knowledge, skills, experience and tools Understanding different policy wordings and how
to get it right. exclusions or limitations can apply
Claims scenarios and industry trends will be
The process is further complicated by coinsurance explored
clauses. Both concepts are important and often
misunderstood because the impacts of these
concepts are not felt until a claim is made, even
though values are determined at the time a policy is
purchased.
9Recommended for Accreditation
Recommended for all Personal Lines and 2 General ICM or GICS CE Credits
Commercial Lines Brokers as well as
Underwriters and Claims Adjusters.
Date Solid Fuel Heating Appliances
October 22, 2019
– An Insurance Perspective
Time Webinar
9:30 a.m. – 11:45 am
Whether for ambiance or for heating, solid
Cost fuel burning appliances are a common
$125 per member addition to Manitoba homes. If not properly
$150 per non-member installed and maintained, they can be a
major cause of residential fires. Solid fuel-
Facilitator burning appliances in all their variations
Melanie Needham, MRD Training & Consulting require extra care and handling by insurance
Inc. brokers and their clients.
Accreditation Brokers that complete this webinar will
2 General ICM or GICS CE Credits discover the many types of solid-fuel
heating appliances including wood, pellet
and biomass units. Participants will also
gain an understanding of the operation,
Management of Risk – maintenance and insurance concerns for
solid fuel appliances.
Commercial Lines
Objectives
In this seminar, you’ll investigate and discuss • Develop an understanding of solid fuel
the preliminary stages of commercial-lines heating appliances
risk management. • Assist participants to effectively
perform front-line underwriting duties
But this is not a formal or traditional risk- • Equip participants to explain company
management workshop. Instead, you’ll underwriting concerns and issues to
explore tools, reasoning, and strategies to policyholders
provide extra wow-factor service to your
small to medium-sized commercial clients Recommended for
who aren’t sophisticated or large enough to Sales and Service Brokers
practice risk management at a high level.
Date
Overall, this seminar will raise your “value- November 28, 2019
added” quotient to help you attract, secure,
and retain small to medium commercial Time
clients. 1:30pm – 3:45pm
Recommended for Cost
All Commercial Lines Brokers $125 per member
$150 per non-member
Date
November 5, 2019 Facilitator
Jo Anne Mitchell, CIP, Effective Training
Time Communications Plus
1:30 pm – 3:45 pm
Accreditation
Cost 2 General ICM CECs
$125 per member
$150 per non-member
Facilitator
Nick Batistic
10Personal Lines Property
Gain a clear understanding of personal lines
property insurance, its history and the underlying
and enduring concepts of property insurance. Learn
about the creation and evolution of property
insurance including current and future concerns.
Objectives
Historical creation of today’s packages
Building the homeowner, tenant and condo
Understanding the CGL policies
Selection and Underwriting of personal lines
Are you new to commercial insurance, or interested in risks
moving from personal lines to commercial lines? Additional cover, policies and riders available
in personal lines
This seminar will take a practical introductory look at
the commercial general liability policy, providing Recommended for
insight for the less experienced brokers, underwriters CSRs looking to learn more about Personal Lines
and adjusters working in commercial insurance.
Date
Participants will learn the foundations of a commercial January 14, 2020
general liability policy section by section including
discussions on coverages and extension. Time
9:30 am – 11:45 am
This seminar features practical claims examples to help
participants gain an understanding on how the Cost
coverage applies in various scenarios, highlight the $125 per member
importance of identifying clients in need of this $150 per non-member
coverage, and gain confidence in explaining
commercial general liability policy features to clients. Facilitator
Monica Cain, CIP, Insured Success
Objectives
Residential condominium styles permitted under Accreditation
the Manitoba Condominium Property Act 2 General ICM or GICS CECs
Impact of a condominium corporation’s bylaws on
insurance requirements
Insurance solutions
Developing confidence when providing advice Insuring Unique Property
Recommended for Many policyholders have been captivated by the
Producers & CSRs interested in Commercial Insurance lure of owning a cottage for seasonal use or as a
secondary residence. Many clients also are using
Date homes for Air BnB and Bed and Breakfasts which
December 3, 2019 bring unique exposures. These homes range from a
shack in the woods to large modern dwellings.
Time
9:30am – 11:45am As an insurance professional your challenge is to
identify the risks associated with the various types
Cost of properties and to find the right insurance
$125 per member solution. Join us for this interactive seminar to
$150 per non-member increase your unique home expertise.
Facilitator Recommended for
Melanie Needham, MRD Training & Consulting Inc. Sales and Service Brokers
Accreditation Date
2 General ICM or GICS CECs January 29, 2020
11Time Facilitator
9:30am – 11:45am Jo Anne Mitchell, CIP, Effective Training
Communications Plus
Cost
$125 per member Accreditation
$150 per non-member 2 General ICM or GICS CECs
Facilitator
Melanie Needham, MRD Training & Consulting
Inc. Builders Risk & Wrap Up
Accreditation
Liability Series
2 General ICM or GICS CECs
When building construction occurs as either
ground-up new or renovation of an existing
structure, there are many complex exposures
Understanding Residential and coverage options the underwriter, broker
and risk manager must consider. They must
Plumbing and Electrical Systems - also ensure the project is in compliance with
An Insurance Perspective the contract of the risk presented.
In the event of a claim that arises during or
According to Canada Mortgage and Housing, a
after completion of a project, the adjuster
house is much more than just four walls and a
must also be aware of available protections
roof: it’s an interactive system made up of many
and clauses that may play a role in the
components including the plumbing and
settlement of the claim.
electrical distribution system.
Join us for this 3-part webinar to learn more
As a home ages, so do the plumbing and
about Builder's Risk and the considerations for
electrical systems. Many insurers will not provide
each industry participant.
or renew coverage on such properties unless
these components are updated.
Objectives
Objectives Know what "Blanket Builders" risk and
Webinar participants will: "Project Site" risks are
Learn about residential plumbing and Explain the various types of construction
electrical systems including galvanized and unique exposures of each
plumbing; knob and tube wiring; and 60 List the available protections, including
amp electrical panels equipment breakdown
Gain the knowledge needed to perform Define the related design clauses (DE1,
front line underwriting duties DE2, DE3, DE4, DE5)
Develop skills to help brokerage clients Compare wrap-up to the CGL
understand the personal safety benefits of Understand contractual obligations of
updating these critical residential building construction including CCDC compliance
components.
Module 1 – Builders Risk
Module 2 – Wrap Up Liability
Recommended for
Module 3 – Conditions, Exclusions and
Sales and Service Brokers
Extensions
Date
Each module of this series can be attended
February 4, 2020
individually even if the broker has not
attended the other sessions.
Time
1:30pm – 3:45pm
Recommended for
Intermediate to senior property & casualty
Cost
underwriters, commercial and personal lines
$125 per member
brokers that deal with home
$150 per non-member
construction/renovations; or those simply
interested in gaining some knowledge in the
construction segment of insurance.
12o Social and commercial host liability –
Dates cannabis-related impairment, development
Module 1: February 27, 2020 of common law negligence
Module 2: March 11, 2020 o Personal lines underwriting – medical users
Module 3: April 2, 2020 and non-medical users, human rights
considerations
Time o Commercial lines underwriting – commercial
9:30 a.m. – 11:45 a.m. property underwriting and claims
considerations
Cost
$325 for full series or $125 per module for members • Discuss the different types of insurance
$425 for full series or $150 per module for non- coverage available:
members o Dispensary Insurance
o Cultivation Insurance
Facilitator o Manufacturing Insurance
Melanie Needham, MRD Training & Consulting Inc. o Laboratory Insurance
o Product Liability
Accreditation o Professional Liability
2 General ICM or GICS CECs per module
6 General ICM or GICS CECs for full series Recommended for
Sales & Service Brokers
Date
Cannabis March 12, 2020
The legalization of Cannabis in Canada has opened up a Time
number of insurance issues that brokers need to be 9:30am – 11:45am
aware of.
Cost
During this webinar, participants will explore the new $125 per member
regulatory landscapes on all Government levels – $150 per non-member
Federal (production of marijuana, operation of
Facilitator
motor vehicles, heavy equipment and
Melanie Needham, MRD Training & Consulting Inc.
machinery, assessment of the technical aspect)
Provincial (sales and distribution of marijuana,
Accreditation
understanding the patchwork rules, what is
2 General ICM or GICS CECs
different provincially vs other jurisdictions) and
Municipal (applicable by-laws, tax implications)
level.
Objectives
• Review of the exposures associated with
possession and use of cannabis in the following
contexts:
o Automobile liability – the coverage implications
of legislation, state of technology for testing,
roadside test pilot, new drug impaired offences
13Understanding Life Leases Introduction to Umbrella Insurance
Given our expanding senior population, life lease The Introduction to Umbrella Insurance webinar is
housing developments have significantly increased in addressed to all industry professionals who want to
popularity. Life leases give the lease the right to learn the essentials of this coverage.
occupy a unit however they do not have ownership
which creates unique insurance needs. The session will begin with an overview of what the
coverage entails.
This type of housing is a relatively new form of tenure
in Western Provinces that is often misunderstood by Participants with learn:
the purchaser and the industry. Who needs the coverage
What is included in the coverage
Objectives How to underwrite an application
Participants in this webinar will learn: How to understand all of the aspects
The basic understanding of life lease terminology Common underwriting flags to look for.
Process of development
Ownership issues Both personal and commercial lines will be
How the industry is responding with respect to addressed.
coverage
Recommended for
Recommended for Sales and Service Brokers
Personal Lines Sales and Service Brokers
Date
Date May 19, 2020
April 30, 2020
Time
Time 9:30 a.m. – 11:45 a.m.
9:30am – 11:45am
Cost
Cost $125 per member
$125 per member $150 per non-member
$150 per non-member
Facilitator
Facilitator Melanie Needham, MRD Training & Consulting Inc.
Melanie Needham, MRD Training & Consulting Inc.
Accreditation
Accreditation 2 General ICM or GICS CECs
2 General ICM or GICS CECs
14The Customer Service for the Insurance
Professional Program (CSIP)
As a customer service representative, your ability to deliver excellent service to your clients is
critical to your brokerage’s success. In this four-part program, you will explore every aspect of
brokerage operations from a customer service perspective. You will develop the skills required to
ensure that your office maintains a consistent, high quality, customer service approach in all
market conditions. The Customer Service for the Insurance Professional program is an excellent
resource, whether you are new to the insurance brokerage field or a seasoned professional.
Program Overview
The Customer Service for the Insurance Professional program is different from other programs in
that there are no examinations to write. You will receive a certificate of completion once
verification is received from your mentor or course facilitator.
You will explore the following topics:
The Role of the Insurance Broker Time
1:00pm – 4:30pm
• Understanding the Broker’s Role
• Quality Service and its Benefits
Cost
• Client Expectations
$250 per Module for members
• Effective Communications
$300 per Module for non-members
Adding Value to your Brokerage
Facilitator
• Selling Skills Katrina Hueging, CAIB, CPIB
• Client Negotiation
• Public Relations Accreditation
• Time Management 6 General ICM CEC’s per module
• Brokerage Operations
Office procedures and brokerage workflows
and their impact on: CSIP Correspondence
• Client Service This format allows you to work at your
• E&O Liability Exposure own pace with the assistance of a
• Office Efficiency mentor (i.e. manager or owner) from
• Industry Issues your brokerage. At the end of each
module, there is a summary and review
The Broker and the Law of the text including multiple choice and
short answer questions.
• Inadequate Coverage
• Industry Organization
Registration of this format is ongoing.
• Career Development
Your mentor will send a letter stating
that you have satisfied the requirements
CSIP Workshop for each of the modules before a
certificate can be issued.
All four modules are taught over the course of
a 4-month period consisting of a 2 - ½ day
Dates
Webinars for each module.
Ongoing
Dates
Module 1 – Pt 1: Sep 24, 2019 & Jan 21, 2020 Cost
Module 1 – Pt 2: Sep 26, 2019 & Jan 23, 2020 $165.00 per Module for members
Module 2 – Pt 1: Oct 15, 2019 & Feb 18, 2020 $195.00 per Module for non-members
Module 2 – Pt 2: Oct 17, 2019 & Feb 20, 2020
Module 3 – Pt 1: Nov 12, 2019 & Mar 24, 2020 Accreditation
Module 3 – Pt 2: Nov 14, 2019 & Mar 26, 2020 6 General ICM CEC’s per module
Module 4 – Pt 1: Dec 10, 2019 & Apr 28, 2020 (Student)
Module 4 – Pt 2: Dec 12, 2019 & Apr 30, 2020 4 General ICM CEC’s per module (Mentor)
15Fundamentals of Insurance Program
Fundamentals of Insurance is an approved pre- Phase 1 – Fundamentals of Insurance
licensing course, and successful completion
Available on its own or in conjunction with Phases 2
satisfies the education requirement for a Level & 3. This session will include training from a
1 licence. This level of license authorizes the qualified facilitator to assist an individual new to the
licence holder to sell, inside but not outside the industry in passing the FOI exam as well as notes and
office of a general insurance brokerage and quizzes to help prepare students for the exam.
under the supervision of the holder of a Level 2 Courses are held on a Monday to Friday basis with
licence, every category of insurance including the exam being conducted by IBAM on the Friday
accident and sickness insurance (excluding life afternoon. Successful completion allows a person to
insurance). apply for a Level 1 General Insurance License.
Phase 2 – IWS Tutorial
We offer this course in two formats:
Any brokers who wish to sell Autopac products on
Facilitated Study: behalf of MPI must be qualified to do so by MPI.
5-day in class sessions with a facilitator Before training can be taken on the business rules
Textbook (for each phase) and policies of the Autopac program, brokers must
1 exam attempt during final class complete online training of the Insurance Work
Option to add IWS Certification Station (IWS). This training can be done wherever a
person has Internet access once their employing /
sponsoring brokerage has signed them up for access
Self-directed: to the IWS system. This Internet based training can
Textbook take anywhere from 6 to 12 hours depending on the
1 exam attempt within six months of person’s previous knowledge of insurance.
registration Successful completion allows a person to attend the
Phase 3 training.
Facilitated Study: Phase 3 – MPI Training
Fundamentals of Insurance (FOI) with IWS
Certification is a complete licensing and training Through 3 ½ days of classroom instruction, brokers
solution for Manitoba Brokers. While our will finalize the training required by MPI to sell the
distinguished CAIB designation upon completion Autopac Products. Students successfully completing
provides the opportunity to secure a level 3 license, and passing the MPI Autopac Exam will now be
the FOI course quickly provides the opportunity to certified to sell MPI products once they attain an
gain a level 1 license with IWS Certification. insurance license from the Insurance Council of
Manitoba.
16Cost
Looking for additional Full Program: $850.00
Phase 1 Only: $640.00
assistance studying for Phase 3 Only: $325.00
the Fundamentals of Note – Phase 1 only can be purchased if the student
Insurance Exam? does not require the Phase 2 & 3 IWS Training or cannot
find a sponsor. No refunds are provided if a student is
denied entry to the Phase 3 class as they did not
complete all of their Phase 2 Online Tutorial
Visit the IBAM website for requirements in time.
information about our new
Supplemental Study Guide
available for purchase. Self-Directed:
Guide includes additional An individual can register for the self-directed
Fundamentals Course at any time. Once the registration
explanation on terms, is processed, the individual will have 6 months to write
worksheets, quizzes, practice the exam which they must register for 2 weeks before
the exam date (if writing out of town – Brandon, The
exams and more! Pas, Dauphin, Thompson or Flin Flon) or 1 week if
writing in Winnipeg.
Exam Dates*:
June 10, 2019
2019/2020 Semester Schedule
July 8, 2019
Fundamentals with IWS Immersion August 12, 2019
Dates: September 9, 2019
October 7, 2019
Phase 1: June 24 – 28, 2019
Phase 3: July 23 – 26, 2019 November 4, 2019
December 9, 2019
Phase 1: August 19 – 23, 2019
Phase 3: September 10 – 13, 2019 January 13, 2020
February 10, 2020
Phase 1: October 21 – 25, 2019
Phase 3: November 12 – 15, 2019 March 9, 2020
April 6, 2020
Phase 1: December 16 – 20, 2019
Phase 3: January 14 – 17, 2020 May 11, 2020
June 8, 2020
Phase 1: March 2 – 6, 2020
Phase 3: March 31 – April 3, 2020 July 13, 2020
August 10, 2020
Phase 1: May 4 – 8, 2020
Phase 3: June 2 – 5, 2020 September 14, 2020
Phase 1: June 22 – 26, 2020 Cost
Phase 3: July 21 – 24, 2020 $325.00
Phase 1: August 17 – 21, 2020 *Students may also register for rewrites on any of the
Phase 3: September 15 – 18, 2020 prescribed exam dates at a cost of $125.00 per
attempt. Exams cannot be attempted more than 3
Time times in a 6 month period.
Phase 1: Monday to Friday - 8:30am – 4:30pm
Phase 3: Tuesday to Thursday - 8:30am – 4:30pm with
the exam Friday morning (9am to 12pm)
17The Canadian Accredited Insurance Broker Program
Increase your business competence, confidence and CAIB 2 - Commercial Insurance
credibility as an insurance professional with the
Canadian Accredited Insurance Broker program. • Introduction to Commercial Property
• Commercial Property Insurance – Policy
To establish yourself as a trusted insurance advisor, Forms
you need to have in-depth knowledge and • Commercial Property Insurance – Additional
understanding of all aspects of property and casualty Coverage Forms
insurance. You need the CAIB program. You will • Commercial Property Insurance –
immerse yourself in the study of Personal Lines, Miscellaneous Property Forms
Commercial Lines and Brokerage Management. Each • Crime Insurance
course in this four-course program culminates in a • Business Interruption Insurance
national examination. Upon successful completion,
eligible candidates are awarded the nationally CAIB 3 - Commercial Insurance
recognized professional designation CAIB.
• Commercial General Liability – A Legal
The Qualifications Perspective
• Commercial General Liability Insurance
Graduates’ use of the CAIB designation, as with all Policy
IBAC designations, will be restricted to licensed • Commercial Automobile Exposure
Property and Casualty insurance brokers who are • Ocean Marine and Aviation Insurance
members or associate members of their provincial or • Surety Bonds
regional brokers’ association. Non-members are • Risk Management
welcome to take the CAIB program and will receive a
Certificate of Completion upon graduation. CAIB 4 - Brokerage Management
Program Outline • Planning
• Organizing
The topics covered in the four CAIB courses include: • Human Resources
• Leading
CAIB 1 - General Insurance • Broker/Insurance Company Relations
• Marketing
• Introduction to General Insurance
• Building Long-Term Relationships
• Habitational Insurance
• Technology
• Personal Liability Insurance
• Financial Management
• Farm Insurance
• Monitoring
• Basic Personal Auto Insurance
• Building Professionalism
• Travel Insurance
18Benefits in attaining your CAIB Discussion Group
CAIB designation: This format emphasizes active participation through a
10 week learning platform where students meet in the
evening with a facilitator to review the course material
Provides you with formal leading to the next exam date.
fundamental insurance
knowledge Fall Semester classes run from September until
December, exam December 5. Winter Semester classes
Earn confidence from clients run from February until May, exam May 8. Exact start
Encourages you to develop dates TBA
specialized skills
CAIB 1 – Tuesday Evenings
Offers career advancement
opportunities CAIB 2 – Thursday Evenings
Achieve personal goals CAIB 3 – Monday Evenings
CAIB 4 – Wednesday Evenings
The CAIB Program has been designed to address the Time
varied insurance knowledge required for brokers 6:30pm – 8:30pm
whether they come from a personal lines, commercial
lines or a management background. Cost
$650 members
2019/2020 Semester Schedule $950 non-members
Facilitator
CAIB 5-Day Immersion
Various
This is a 5-day instructor led course where you can
participate in an intensive week of discussions, hands on CAIB Self-Study
exercises and practice exams. The exam will be written
on the final day of the course after the 5 days of This platform was created if you prefer to set your own
training have concluded. This platform is suited best if pace and organize your own study schedules. You also
you need to focus on the subject matter at hand can get access to additional online resources to assist in
without work or personal distractions. your preparation for the upcoming exam.
All classes are held at the IBAM office (600-1445 Portage Exam Dates
Ave, Winnipeg) Monday to Friday with the exam held on July 3, 2019
the Saturday morning from 9:00am – 12:30pm. September 11, 2019
December 4, 2019
CAIB 2 February 5, 2020
September 16 - 20 (exam September 21) May 6, 2020
January 20 – 24 (exam January 25) July 8, 2020
CAIB 3 (for registration deadlines, please refer to the IBAM website)
September 23 – 27 (exam September 28)
January 27 – January 31 (exam February 1) Cost
$630 members
CAIB 4 $900 non-members
September 30 – October 4 (exam October 5)
February 24 – 28 (exam February 29) CAIB Licensing Levels
Time Successful completion of CAIB 1 qualifies a student to
8:30am – 4:30pm apply for a Manitoba Level 1 General License
Cost Successful completion of CAIB 2 & 3 qualifies a student
$900 members to apply for a Manitoba Level 2 General License
$1350 non-members
Successful completion of CAIB 4 as well as 2 years as a
Facilitator Manitoba Level 2 General Licenses broker qualifies a
Wayne Vokey (CAIB 2 & 3) / Debbie Pearson (CAIB 4) student to apply for a Manitoba Level 3 General License.
19Canadian Professional Insurance Broker
The property and casualty insurance industry is constantly changing, with new demands and challenges arising on an
ongoing basis. You need to meet these demands and challenges with confidence that can only be gained from
experience and knowledge. You already have both, so why not take the next logical step in your insurance career
with the Canadian Professional Insurance Broker (CPIB) program. All you need to qualify for admission is the CAIB or
CIP designation.
CPIB is unique in that it allows you to focus your studies and interests in one of three professional streams: Personal
Lines, Commercial Lines and Brokerage Management.
Program Overview
Earning the CPIB designation requires completion of six courses in your chosen stream, specifically three courses
that are mandatory and insurance specific and three of a broader nature and offered by recognized universities or
colleges. You may also take the program’s courses individually for general interest or Continuing Education (CE)
credits.
Use of the CPIB designation, as with all IBAC designations, will be restricted to licensed property and casualty
insurance brokers who are members or associate members of their provincial or regional brokers association. Non-
members are welcome to take the CPIB program and will receive a Certificate of Completion upon graduation.
The Qualifications
You must be, at the time of registering for the examinations, employed by a property and casualty insurance
brokerage that is a member in good standing of a member association that is and continues to be a member of IBAC.
The right to use and maintain the CPIB designation shall only continue if membership status is maintained.
Program Courses
You must complete 6 courses (3 mandatory and 3 elective) in your stream of specialization in order to obtain the
designation.
Mandatory Courses offered by IBAM via Self-Study:
Personal Lines Commercial Lines Broker Management
Law & Ethics Law & Ethics Law & Ethics
Claims Management & Claims Management & Claims Management &
Administration Administration Administration
Advances Personal Lines Advances Commercial Lines Business Strategy
Elective Courses offered by a Post-Secondary Institution (3 required):
Accounting / Finance Accounting / Finance Management Accounting
Marketing Marketing Marketing
Sales Management Sales Management Human Resources
Communications Communications Sales Management
Business Administration Business Administration Communications
Organizational Behaviour Risk Management Business Finance
Organizational Behaviour Organizational Behaviour
Management Information Systems
(MIS)
20Course Outline:
Advanced Personal Lines
Take your knowledge of personal lines learned in the CAIB program and
expand on it to prepare you to deal with the more complex issues that
face insurance brokers like you on a daily basis. Topics include beyond
the personal liability policy; dealing with exceptional homes; other
residences; valuations; home-based businesses; fraud; unlicensed
vehicles; sales and promotion.
Advanced Commercial Lines
Take your knowledge of commercial lines learned in the CAIB program
and expand that to prepare yourself to deal with more complex issues
that you face on a daily basis. Topics include Commercial Property,
Liability, Miscellaneous Coverages, Financial Analysis, Financial
Applications, Emerging Coverages, Risk Management, Proposals and
Presentations, Sales, and Account Management.
Law and Ethics
Law and Ethics are applied to the needs of the Canadian insurance
broker in this advanced course. Topics include business law; ethical
principles and issues; personal and organizational ethics; insurance
brokers as professionals at common law; developing a risk management
strategy for professional liability; corporate law; insurance broker and
its business contracts; e-commerce, privacy rights, legislation and
practice; employment contracts; employment relationship and
termination.
Claims Management and Administration
Take an advanced look at the claims process from the perspective of an
insurance broker. Topics include the claims process; responsibilities and
rights of the insurer; the brokerage and claims management; claims by
assignees and third parties; recent developments and future directions.
Business Strategies
This advanced course will assist brokerage managers to integrate what
they have learned in prior courses on the various functional areas of
managing a brokerage. Topics include Strategic Leadership, Financial
Management, Human Resources, Inside the Brokerage, Sales & Service,
Marketing Strategies, Strategic Communication, and Growth, Valuation &
Perpetuation.
Cost Exam Dates
$550 members July 3, 2019
$840 non-members September 11, 2019 (for registration deadlines,
December 4, 2019 please refer to the IBAM
Program Format February 5, 2020 website)
Self-Study May 6, 2020
July 8, 2020
Exam Dates 21
July 8, 2015 Cost
September 9, 2015 $587 membersSelf-Guided E-Learning
We are committed to providing learning options that better meet your professional
development needs and learning style. E-Learning courses offer the chance to work
towards your licensing or professional development from the convenience of your
office or the comfort of your home, whenever you like. Programs are available 90
days from the date you register (unless otherwise noted). Visit our website to view
course availability.
Topics range from insurance-specific courses to general business topics including:
Personal Lines
Courses include: Homeowners Property Coverage; Other
Personal Lines Property Forms; Personal Liability Insurance and
the Law; An introduction to Farm Insurance; Personal
Automobile Insurance Coverage (Not Autopac)
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Commercial
Courses include: Commercial Liability - A Legal Perspective;
The Commercial General Liability Policy; Commercial
Automobile Exposures; Ocean Marine & Aviation Insurance;
Surety Bonds; Risk Management Basics
dictumst. Sed congue sem sed felis.
Personal Skills / Business Training
Business Excellence; Business Management; Business Skills;
Finance Basics and Financial Statements; Human Resources;
Privacy; Sales & Marketing; Telephone Customer Contact
Technical Training
Courses include: Supplemental guidance for the CAIB 1, CAIB 2,
CAIB 3 and CAIB 4 courses; Computer Related Training
As part of our commitment to you in providing the best education, we
welcome an introduction to any industry subject matter experts who are
interested in partnering with us.
Developing in key areas and striving for continuous improvement is our
goal with your help. Contact us if you would like to share your expertise.
222019 / 2020 Education Course Recap
New Brokers
Customer Service for the Insurance Professional – Mod 1, Pt 1 09/24/2019 & 01/21/2020 6 CECs Page 15
Customer Service for the Insurance Professional – Mod 1, Pt 2 09/26/2019 & 01/23/2020 6 CECs Page 15
Customer Service for the Insurance Professional – Mod 2, Pt 1 10/15/2019 & 02/18/2020 6 CECs Page 15
Customer Service for the Insurance Professional – Mod 2, Pt 2 10/17/2019 & 02/20/2020 6 CECs Page 15
Customer Service for the Insurance Professional – Mod 3, Pt 1 11/12/2019 & 03/24/2020 6 CECs Page 15
Customer Service for the Insurance Professional – Mod 3, Pt 2 11/14/2019 & 03/26/2020 6 CECs Page 15
Customer Service for the Insurance Professional – Mod 4, Pt 1 12/10/2019 & 04/28/2020 6 CECs Page 15
Customer Service for the Insurance Professional – Mod 4, Pt 2 12/12/2019 & 04/30/2020 6 CECs Page 15
Fundamentals of Insurance – Homestudy & Immersion Various Dates throughout Year 8 CECs Page 14
Licensing
Canadian Accredited Insurance Broker 1 – Discussion Group Fall 2019 / Spring 2020 12 CECs Page 16
Canadian Accredited Insurance Broker 2 – Immersion Group 09/16/2019 & 01/20/2020 12 CECs Page 16
Canadian Accredited Insurance Broker 2 – Discussion Group Fall 2019 / Spring 2020 12 CECs Page 16
Canadian Accredited Insurance Broker 3 – Immersion Group 09/23/2019 & 01/27/2020 12 CECs Page 16
Canadian Accredited Insurance Broker 3 – Discussion Group Fall 2019 / Spring 2020 12 CECs Page 16
Canadian Accredited Insurance Broker 4 – Immersion Group 09/30/2019 & 02/24/2020 12 CECs Page 16
Canadian Accredited Insurance Broker 4 – Discussion Group Fall 2019 / Spring 2020 12 CECs Page 16
Personal Lines Courses
Preparing for Winter 10/22/2019 2 CECs Page 9
Solid Fuel Heating Appliances – An Insurance Perspective Webinar 11/28/2019 2 CECs Page 10
Personal Lines Property 01/14/2020 2 CECs Page 11
Insuring Unique Property 01/29/2020 2 CECs Page 11
Understanding Residential Plumbing and Electrical Systems 02/04/2020 2 CECs Page 12
Understanding Life Leases 04/30/2020 2 CECs Page 14
Commercial Lines Courses
Best Practices for Assessing Commercial Exposures 09/10/2019 2 CECs Page 8
Management of Risk – Commercial Lines 11/05/2019 6 CECs Page 10
Understanding the CGL 12/03/2019 2 CECs Page 11
Builders Risk & Wrap Up Liability Series – Module 1 02/27/2020 2 CECs Page 12
Builders Risk & Wrap Up Liability Series – Module 2 03/11/2020 2 CECs Page 12
Builders Risk & Wrap Up Liability Series – Module 3 04/02/2020 2 CECs Page 12
All Lines Courses
Privacy & Security Breach Compliance; A Broker – Client Perspective Webinar 09/18/2019 2 CECs Page 8
Privacy & Security Breach Compliance; A Management Perspective Webinar 09/18/2019 1 CEC Page 9
Insurance to Value 10/08/2019 2 CECs Page 9
Futureproofing Your Brokerage 11/06/2019 CECs TBA Page 6
Errors & Omissions Loss Control Seminar (Brandon) 11/19/2019 3.5 CECs Page 6
Errors & Omissions Loss Control Seminar (Winnipeg) 11/20/2019 3.5 CECs Page 6
Cannabis 03/12/2020 2 CECs Page 13
Introduction to Umbrella Insurance 05/19/2020 2 CECs Page 14
Canadian Professional Insurance Broker – Self Study Various 12 CECs Page 20
For additional course information and to register, visit
www.ibam.mb.ca/courses
23Insurance Brokers Association of Manitoba
600-1445 Portage Avenue
Winnipeg, Manitoba R3G 3P4
Ph: 204.488.1857 / 800.204.5649
Fx: 204.489.0315 info@ibam.mb.ca
www.ibam.mb.ca
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