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IBAA Licensing Level 3

Do you plan to be the Designated Representative (DR) of a brokerage? Alberta Insurance Council requires all brokerages to be governed by a DR.

Find out about the requirements for a General Insurance Level 3 (DR) certificate

Licensing Level 3 Course Description

22.0 CE credits for General, Adjuster, Accident & Sickness, and Life licences.

Prepare for the Alberta Insurance Council (AIC) Licensing Level 3 (DR) General exam with this self-study course.

  • Ethics and Professionalism (insurance and employment regulations and legislation)
  • Industry Knowledge (organizations, functions of insurance, roles in insurance, market trends, and types of insurance and reinsurance)
  • Risk Management (managing risk for brokerages and clients)
  • Brokerage Management (brokerage-insurance company relations, marketing, sales, organizational structures, planning, development, finance, operations, broker management system, perpetuation and succession, and purchasing or selling a brokerage)

Course Text

CAIB 4 textbook and IBAA's Licensing Level 3 Supplement

Self-Study Options

This course is currently available year-round only through self-study with two options:

  • Standard Level 3 Course Registration includes the CAIB 4 textbook and IBAA's Licensing Level 3 Supplement.

    Member $325 / Non-Member $500 (prices include shipping and GST)

  • Limited Level 3 Course Registration is for those who have taken CAIB 4 through IBAA or one of its sister associations and do not want another CAIB 4 textbook. Registration includes ONLY IBAA's Licensing Level 3 Supplement. The supplement is not comprehensive and includes cross references to the CAIB 4 textbook (most of the material on brokerage management and other details). Registration is subject to IBAA approval.

    Member $100 / Non-Member $250 (prices include shipping and GST)


IBAA provides insurance courses and study material. For the exam, register with Alberta Insurance Council: 1-800-461-3367 /

Continuing Education (CE) Credits

To obtain CE credits, download your passing grade from the AIC website and email it to Rob Barnes (

Questions? Comments? Suggestions?

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