CPIB Program Objectives
- Challenge yourself in this flexible and specialized university-level designation program (3 mandatory courses and 3 electives) developed for brokers by brokers
- Develop your potential by specializing in Personal Lines, Commercial Lines, or Broker Management
- Explore new issues and perspectives through business, analytical, and insurance skills that will be adaptable in a number of environments
- Take all 6 courses to earn your designation, or take individual courses to sharpen your professionalism in a particular area
CPIB Course Descriptions
Prerequisite: CAIB or AIIC/CIP (Chartered Insurance Professional)
CPIB is a prerequisite for IBAA's BBA and MBA. While not a prerequisite for CCIB, CPIB certainly helps with the exams.
Choose one of 3 CPIB streams: Personal Lines, Commercial Lines, or Broker Management. Declare your stream at any point during the course (but ensure your electives and mandatory courses match the stream).
CPIB Mandatory Courses
Courses Defining the Stream (Choose 1 of 3)
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Courses Required for All Streams
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Advanced Personal Lines
20 CE credits for General and Adjuster licenses
This course expands on personal lines information learned in the CAIB program to prepare brokers for more complex issues that face insurance brokers on a daily basis. Topics include building self-confidence for sales, selling to your prospect profile, modification of Insurance Bureau of Canada (IBC) residential forms, modification of IBC residential liability forms (including unlicensed vehicles), seasonal and secondary residences, home-based businesses, dwelling heating systems, risk management in personal lines, underwriting, and case studies.
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Law & Ethics
22 CE credits for General, Adjuster, Accident & Sickness, and Life licenses
Courts increasingly hold professionals in the marketplace to high standards of care. This course shows brokers the rapid changes in the legal climate and the growing influence of ethical considerations in the business world. Topics include basic and business law, professional ethics and codes of conduct, personal and organizational ethics, client-based responsibilities related to common law, third-party-based responsibilities related to common law, risk-management strategies that protect the broker, corporate law, business contracts, employment contracts, e-commerce, privacy issues and legislation, and employer-employee relationships.
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Advanced Commercial Lines
20 CE credits for General and Adjuster licenses
This course expands on commercial lines information learned in the CAIB program to prepare brokers for more complex issues that face insurance brokers on a daily basis. Topics focus on underwriting and submissions, assessing liability exposures, employment liability, and risk management (assessing and evaluating various types of commercial property risks, commercial liability risks, equipment breakdown coverages, errors and omissions, environment impairment liability, financial analysis, business interruption, directors and officers liability, contract bonding, employment practices liability, cyber liability, risk management, proposals, presentations, sales, and account management).
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Claims Management & Administration
20 CE credits for General and Adjuster licenses
This course takes an advanced look at the claims process from the perspective of an insurance broker. Topics include brokerage and claims management, human experience related to claims and communication, rights and responsibilities of the insured, rights and responsibilities of the insurer, rights and responsibilities of the public, claims by assignees and third parties, the claims process in the legal system, bad-faith claims, punitive damages, alternate dispute resolution, and recent developments and future directions.
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Business Strategies for the Canadian Insurance Broker (Brokerage Management)
20 CE credits for General and Adjuster licenses
This course expands on commercial lines information learned in the CAIB program to prepare brokers for more complex issues that face insurance brokers on a daily basis. Topics focus on underwriting and submissions, assessing liability exposures, employment liability, and risk management (assessing and evaluating various types of commercial property risks, commercial liability risks, equipment breakdown coverages, errors and omissions, environment impairment liability, financial analysis, business interruption, directors and officers liability, contract bonding, employment practices liability, cyber liability, risk management, proposals, presentations, sales, and account management).
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Exams
Separate exam registrations are required for all IBAC designation courses. We strongly recommend taking our full CPIB course before its exam, but course registration is no longer required for exam registration.
All exam registrations are pending approval from the IBAA.
As well as year-round self-study, some mandatory course now have live online classes. Prices depend on the study method.
Questions? Comments? Suggestions?
Contact us.
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