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Insurance and Financial Advisory Services

Code 410.C0
SectorAdministration, Commerce and Computer Technology (01)
CUISEP code114-000.CP
Number of credits83 2/3
StatusProgram approved in 2002
Educational organizations offering the program

Program objectives

The aim of the Insurance and Financial Advisory Services program is to train individuals to perform various activities related to insurance and financial services.

Length of training

Total length of training includes general training that is common to all programs for 420 hours, general training for this program for 150 hours as well as complementary general training courses for 90 hours.

Duration of training consists of theory and lab work for courses; personal time that the student invests is excluded.

Admission conditions

To be admitted to the program, a person must meet the general requirements for admission set out in the College Education Regulations, as well as the following special conditions, where applicable:

From automn 2015

Must have passed the following secondary-level course(s):

• Sec. IV CST – Secondary IV Mathematics: Cultural, Social and Technical Option (563414)

Targeted professions (Link to Emploi Québec's IMT En ligne)

Banking, insurance and other financial clerks (1434)
Financial sales representatives (6235)
Insurance adjusters and claims examiners (1312)
Insurance agents and brokers (6231)
Insurance underwriters (1313)

Job titles

insurance agent
insurance underwriter
policy change clerk – insurance
insurance broker
application reviewer – insurance
insurance adjuster
financial services representative
premium rater – insurance

Labour market relation

In the work force   (Information from the MEES)

Program content

Number or code Name of course/Competency
01RE To analyze the job functions
01RF To use general application software
01RG To communicate in the workplace and with customers
01RH To apply legal provisions pertaining to insurance and financial products
01RJ To apply a customer-based approach and quality management techniques
01RK To apply financial accounting principles and methods
01RL To promote automobile insurance products to customers
01RM To use macroeconomic information to advise customers
01RN To apply prevention standards to buildings
01RP To promote home insurance products to customers
01RQ To ensure customer service in personal insurance matters
01RR To analyze income tax provisions useful for financial planning
01RS To use statistical methods to analyze risk and promote products
01RT To design a disability insurance program adapted to a customer’s needs
01RU To analyze financial data
01RV To design a life insurance program adapted to a customer’s needs
01RW To design a financial program adapted to a customer’s needs
01RX To develop management tools to sell insurance products and financial services
01RY To advise customers about financial planning and protection
01RZ To promote commercial-lines direct and indirect casualty insurance products to stomers
01S0 To prepare a group insurance and annuity proposal adapted to the needs of an organization, business or individual
01S1 To promote commercial surety and liability insurance products to customers
01S2 To underwrite risk
01S3 To settle a claim
01SZ To ensure customer service in commercial insurance matters
Number of contact hours allotted to specific training: 1 605