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CPIB Advanced Commercial Lines Self-Study
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Challenge yourself in this flexible and specialized university-level designation program (3 mandatory courses and 3 electives) developed for brokers by brokers. This course delves into the complex issues of commercial lines and defines the stream as Commercial Lines. Members $200 / Non-members $410

2017-07-01 to 2018-06-30
When: 24/7
12:00 AM
Where: various
Canada
Presenter: Self-study course
Contact: Rob Barnes
1-800-318-0197


Online registration is closed.
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CPIB Program Objectives

  • 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 or CAIB 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).


Advanced Commercial Lines (self-study)

20 CE credits for General and Adjuster licences

This course expands on commercial lines information learned in the CAIB 2 and 3 courses to prepare brokers for more complex issues that face insurance brokers on a daily basis. Policy wordings are covered in CAIB 2 and 3. Chapters include examples, exercises, case studies, and study questions throughout, begin with objectives.

Chapter 1: Property

  • Underwriting Submissions
  • Basic Underwriting Information for Buildings
  • Insured Values
  • Underwriting Information for Contents
  • Losses
  • Leases
  • Insurance Warranties
  • Bylaws
  • Specific Types of Risks
  • Moral Hazards
  • Course of Construction

Chapter 2: Liability

  • Liability Insuring Agreement
  • Assessing Liability Exposures
  • Loss Prevention—Products Liability
  • Extensions of Liability Insurance
  • Claims-Made Forms
  • Umbrella Legal Liability

Chapter 3: Miscellaneous Coverage

  • Equipment Breakdown
  • Errors & Omissions Insurance
  • Environmental Impairment Liability

Chapter 4: Financial Analysis

  • Financial Statements
  • Annual Reports
  • Sources of Capital
  • Financial Statement Analysis
  • Financial Ratios
  • Sample Financial Statements

Chapter 5: Financial Applications

  • Business Interruption
  • Directors and Officers Liability
  • What Is Contract Bonding?
  • Glossary of Surety Terms

Chapter 6: Emerging Coverage

  • Employment Practices Liability
  • Cyber Liabilities, Risks, and Rewards

Chapter 7: Risk Management

  • Risk Management and the Sales Process
  • What Is Risk Management?
  • The Broker's Role in Risk Management
  • Types of Risks
  • Loss Potentials
  • Risk Management Strategies
  • Corporate Risk Processes

Chapter 8: Proposals & Presentations

  • Sales Proposal Objectives
  • Proposal Strategy
  • Proposal Writing
  • Proposal Formats
  • Decision-Making Issues
  • Oral Presentations
  • Speech Techniques
  • Underwriting Submissions

Chapter 9: Sales

  • What Are You Selling?
  • Selling Service
  • Relationship Building
  • Sales Training
  • The Process of Persuasion
  • Negotiations
  • Questions
  • Objections
  • Seeking Commitment
  • Assure Success
  • After they Say Yes

Chapter 10: Account Management

  • Account Management
  • Client Relationship Levels
  • Self-Limiting Behaviours
  • Making Good Choices
  • Market Segments
  • What Clients Think
  • Why Do Clients Want Competition?
  • When Competition Works
  • Customer Loyalty
  • Time Usage
  • Account Retention
  • Client Satisfaction

 

CPIB Exam (separate registration required)

Please note that you will also need to register online for your CPIB exam in order to complete the course. Book now or when you feel ready.

  • additional cost: $450 members / $900 non-members for first-time exam registrations

Go to the upcoming exam registration dates. For further information, see Exam Policies.


IBAC Designations

Please read the Terms of Reference for Obtaining and Using IBAC Designations.

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