IBAM EDUCATION 2021/2022 - SYLLABUS & COURSE CALENDAR - Insurance Brokers Association of ...
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2021/2022 IBAM EDUCATION SYLLABUS & COURSE CALENDAR
TABLE OF
CONTENTS
03 2021/2022 Course Calendar
06 Continuing Education
08 Online Educational Webinars
16 Self-Directed Online Learning
17 National Programs - CSIP
18 Licensing – Fundamentals of Insurance
20 National Programs - CAIB
22 National Programs - CPIB
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/education
2
2021 / 2022 Course Calendar Snapshot
June 2021
S M T W T F S 7-11 Fundamentals of Insurance Immersion – Page 18
1 2 3 4 5 14 Fundamentals Exam / Online Exam Proctoring
6 7 8 9 10 11 12 15-18 IWS Immersion – Page 18
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30
July 2021
S M T W T F S 7 CAIB / CPIB Exam
1 2 3 12 Fundamentals Exam / Online Exam Proctoring
4 5 6 7 8 9 10 19-23 Fundamentals of Insurance Immersion – Page 18
11 12 13 14 15 16 17 26 Fundamentals of Insurance Immersion Exam – Page 18
18 19 20 21 22 23 24
25 26 27 28 29 30 31
August 2021
S M T W T F S 9 Fundamentals Exam / Online Exam Proctoring
1 2 3 4 5 6 7 17-20 IWS Immersion – Page 18
8 9 10 11 12 13 14 25 IBAM Golf Tournament
15 16 17 18 19 20 21 31 Woodstove Webinar – Page 8
22 23 24 25 26 27 28
29 30 31
September 2021
S M T W T F S 8 CAIB / CPIB Exam
1 2 3 4 13 Fundamentals Exam / Online Exam Proctoring
5 6 7 8 9 10 11 16 IBAM Tradeshow / Career Fair
12 13 14 15 16 17 18 20-24 Fundamentals of Insurance Immersion – Page 18
19 20 21 22 23 24 25 21 CSIP; Module 1, Part 1 – Page 17
26 27 28 29 30 23 CSIP; Module 1, Part 2 – Page 17
27 Fundamentals of Insurance Immersion Exam – Page 18
27-1 CAIB 2 Immersion – Page 20
October 2021
S M T W T F S 27-1 CAIB 2 Immersion – Page 20
1 2 4 CAIB 2 Immersion Exam– Page 20
3 4 5 6 7 8 9 4-8 CAIB 3 Immersion – Page 20
10 11 12 13 14 15 16 12 CAIB 3 Immersion Exam – Page 20
17 18 19 20 21 22 23 14 Prepping for Winter Webinar – Page 8
24 25 26 27 28 29 30 18 Fundamentals Exam / Online Exam Proctoring
31 19 CSIP; Module 2, Part 1 – Page 17
19-22 IWS Immersion – Page 18
21 CSIP; Module 2, Part 2 – Page 17
25-29 CAIB 4 Immersion – Page 20
26 Green Acres (Farm Insurance Webinar) Part 1 – Page 8
3
2021 / 2022 Course Calendar Snapshot
November 2021
S M T W T F S 1 CAIB 4 Immersion Exam – Page 20
1 2 3 4 5 6 2 Commercial 101: Part 1; Risk Assessment – Page 9
7 8 9 10 11 12 13 4 Errors & Omissions Webinar – Page 6
14 15 16 17 18 19 20 8 Fundamentals Exam / Online Exam Proctoring
21 22 23 24 25 26 27 15-19 Fundamentals of Insurance Immersion – Page 18
28 29 30 22 Fundamentals of Insurance Immersion Exam – Page 18
23 CSIP; Module 3, Part 1 – Page 17
25 CSIP; Module 3, Part 2 – Page 17
30 Green Acres (Farm Insurance Webinar) Part 2 – Page 8
December 2021
S M T W T F S 7-10 IWS Immersion – Page 18
1 2 3 4 8 CAIB / CPIB Exam
5 6 7 8 9 10 11 9 Commercial 101: Part 2; The CGL – Page 9
12 13 14 15 16 17 18 13 Fundamentals Exam / Online Exam Proctoring
19 20 21 22 23 24 25 14 CSIP; Module 4, Part 1 – Page 17
26 27 28 29 30 31 16 CSIP; Module 4, Part 2 – Page 17
January 2022
S M T W T F S 6 High Net Worth Clients Webinar – Page 10
1 10 Fundamentals Exam / Online Exam Proctoring
2 3 4 5 6 7 8 17-21 Fundamentals of Insurance Immersion – Page 18
9 10 11 12 13 14 15 24 Fundamentals of Insurance Immersion Exam – Page 18
16 17 18 19 20 21 22 24-28 CAIB 2 Immersion – Page 20
23 24 25 26 27 28 29 25 Commercial By-Laws / Tenants Legal Liability Webinar – Pg 10
30 31 27 Financials Webinar – Page 11
31 CAIB 2 Immersion Exam – Page 20
February 2022
S M T W T F S 31-4 CAIB 3 Immersion – Page 20
1 2 3 4 5 1 Commercial 101: Part 3; Business Interruption – Page 11
6 7 8 9 10 11 12 7 CAIB 3 Immersion Exam – Page 20
13 14 15 16 17 18 19 8-11 IWS Immersion – Page 18
20 21 22 23 24 25 26 9 CAIB / CPIB Exam
27 28 14 Fundamentals Exam / Online Exam Proctoring
15 Cannabis Webinar – Page 12
15 CSIP; Module 1, Part 1 – Page 17
17 CSIP; Module 1, Part 2 – Page 17
24 Insuring Heritage Properties Webinar – Page 13
28-4 CAIB 4 Immersion – Page 20
March 2022
S M T W T F S 28-4 CAIB 4 Immersion – Page 20
1 2 3 4 5 7 CAIB 4 Immersion Exam – Page 20
6 7 8 9 10 11 12 8 Commercial 101: Part 4; Endorsements & Extensions – Page 13
13 14 15 16 17 18 19 14 Fundamentals Exam / Online Exam Proctoring
20 21 22 23 24 25 26 15 CSIP; Module 2, Part 1 – Page 17
27 28 29 30 31 17 CSIP; Module 2, Part 2 – Page 17
24 Promoting Insurance to Value Webinar – Page 14
29 Cyber Insurance Webinar – Page 14 4
2021 / 2022 Course Calendar Snapshot
April 2022
S M T W T F S 5 CSIP; Module 3, Part 1 – Page 17
1 2 7 Environment Impairment Liability Webinar – Page 15
3 4 5 6 7 8 9 7 CSIP; Module 3, Part 2 – Page 17
10 11 12 13 14 15 16 11 Fundamentals Exam / Online Exam Proctoring
17 18 19 20 21 22 23 19-21 IBAM Annual Convention & Tradeshow
24 25 26 27 28 29 30 25-29 Fundamentals of Insurance Immersion – Page 18
May 2022
S M T W T F S 2 Fundamentals of Insurance Immersion Exam – Page 18
1 2 3 4 5 6 7 3 Employer’s Liability Webinar – Page 15
8 9 10 11 12 13 14 9 Fundamentals Exam / Online Exam Proctoring
15 16 17 18 19 20 21 11 CAIB / CPIB Exam
22 23 24 25 26 27 28 17 CSIP; Module 4, Part 1 – Page 17
29 30 31 17-20 IWS Immersion – Page 16
19 CSIP; Module 4, Part 2 – Page 17
June 2022
S M T W T F S 13 Fundamentals Exam / Online Exam Proctoring
1 2 3 4 20-24 Fundamentals of Insurance Immersion – Page 18
5 6 7 8 9 10 11 27 Fundamentals of Insurance Immersion Exam – Page 18
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30
July 2022
S M T W T F S 6 CAIB / CPIB Exam
1 2 11 Fundamentals Exam / Online Exam Proctoring
3 4 5 6 7 8 9 12-15 IWS Immersion – Page 18
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
August 2022
S M T W T F S 8 Fundamentals Exam / Online Exam Proctoring
1 2 3 4 5 6 22-26 Fundamentals of Insurance Immersion – Page 18
7 8 9 10 11 12 13 29 Fundamentals of Insurance Immersion Exam – Page 18
14 15 16 17 18 19 20
21 22 23 24 25 26 27 Sept
28 29 30 31 7 CAIB / CPIB Exam
12 Fundamentals Exam / Online Exam Proctoring
13-16 IWS Immersion – Page 18
5
Continuing Education
Seminars / Webinars
We continually develop educational sessions 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.
With COVID-19 being felt throughout all areas of our lives, considerable effort has
been made to ensure a safe delivery model for education to our brokers. Many of the
courses and exams in this catalogue have been moved to a virtual delivery method
have had their in-person arrangement altered to adhere to evolving safety guidelines
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.
Errors & Omissions Loss Recommended for
Control Webinar All brokerage staff wishing to minimize
their exposure to Errors & Omission
incidents.
Understanding your exposures to Errors &
Omissions claims as a Broker is key to IBAM members who are insured through
developing your operations strategy. the Association’s E&O Program and, who
meet the requirements for
During this seminar, you will examine representation, will earn a 10% credit on
what clients expect of you, what courts their annual premium after they attend
expect of you, and what others expect of this seminar and remain loss free.
you.
Date
It is during the discussions that you will Virtual – November 4, 2021
be able to answer the questions you need
to answer in order to establish the Time
procedures that best suit your brokerage. 9:00 am – 1:00 pm
Objectives Cost
This seminar will examine those $150 per member
expectations and review some methods to $185 per non-member
address your exposures. You will:
Facilitator
• Review the duty of care required by Katrina Hueging, Director of Training &
professionals Education at IBAM
• Examine sources of claims and claim
trends as a learning tool Accreditation
• Gain understanding of the need for 3 General ICM CE Credits / 3 GICS CE
consistency in procedures Credits
• Learn of some tools and actions to
assist in controlling your exposures
• Insight into how Social Media can
expose your brokerage to a possible
E&O Situation
6
IBAM Loss Control Seminar Discount
Available to IBAM members only, this seminar provides qualifying brokerages a 10% premium credit on your
next renewal under the members’ Errors & Omissions Program, which is required every three years. See
table below for qualifying criteria.
A – Seminar Attendance Requirements:
Brokerage Staff Number
Position in Brokerage
Size Required
Active Agency Principal, Owner, Partner or
1 to 4 1 Officer
1 Active Agency Principal, Owner, Partner, or
Officer
5 to 11 3 AND
Any 2 additional combinations of Producers or
CSR’s
1 Active Agency Principal, Owner, Partner, or
25 % of Staff Officer
But no more AND
12+
than a max of Any combination of Active Agency Principal,
15 employees Owner, Partner, Officer, Operations Manager,
Producer, or CSR's until number required reached
B – No claims are made against the Insured in each of the three policy periods following attendance at the seminar.
C – 1) If there are no claims made against the Insured during the three year "Risk 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 criteria every 3 years.
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 the credit is lost, provided there are no additional claims made during the policy period. However, the risk
management credit will not be applied to any renewal for 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
7
Online Educational 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.
Auxiliary Heat – From Cost Date
$125 per member October 14, 2021
Woodstoves to Wood $150 per non-member
Furnaces Time
Facilitator 9:30 am – 11:45 am
How a person heats their home is an Melanie Needham, MRD Training &
important consideration in deciding Consulting Inc. Cost
whether to insure a risk and the $125 per member
premium charged. Homeowners may Accreditation $150 per non-member
choose to use something to 2 General ICM or GICS CE Credits
supplement their primary heat Facilitator
source during regular heating season Melanie Needham, MRD Training &
– such as a fireplace, wood burner, Consulting Inc.
space or electric heaters, or solar Preparing for Winter
heating. These items are auxiliary Accreditation
heat sources, and they bring with Many times, clients look to us for 2 General ICM or GICS CE Credits
them additional risk exposures due advice on how to prepare for
to the many opportunities for error winter. Whether it be watercraft,
by the people using them. seasonal dwellings, ATV's or
summer cars. Green Acres – Intro to
Objectives Farm Insurance
• Differentiate between primary We will not only discuss advice to
heating sources and auxiliary give clients on how to winterize but Farming is big business in Manitoba.
heating sources. will review the change in exposure While farms face many of the same
• Explain why insurers need to be that occur once the risk has been risks as other businesses, they also
made aware of auxiliary heating put into hibernation over the have unique characteristics
sources used by an insured. winter months. requiring a combination of
• Describe each of the types of coverages to address both the
auxiliary heating. Objectives personal and business aspects of
• Explain insurers’ primary • Discuss the importance if the risk.
underwriting considerations for winterizing and tips to provide
properties that use auxiliary your clients on how to This 2-part webinar will give
heat sources and discuss various complete this task participants a strong understanding
questionnaires and inspection • Understanding different policy of how to work with Farm Policies
information wordings and how exclusions or and understand their unique
limitations can apply exposures.
Recommended for • Claims scenarios and industry
Sales and Service Brokers trends will be explored Objectives
• Identify the exposures to
Date Recommended for property and liability losses
August 31, 2021 Recommended for all Personal presented by farming
Lines and Commercial Lines Brokers operations
Time as well as Underwriters and Claims • Determine the key differences
9:30 am – 11:45 am Adjusters. between full time and hobby
farms
8
• Identify the exposures to property and liability We will discuss a full commercial risk assessment to
losses assist with loss control, risk management, rating
• Learning about the insurance products required to and underwriting including:
insure both full time and hobby farm enterprises
including: • Occupancy and associated hazards
o Farm dwellings; • Building construction and exposures
o Livestock; • Internal protection systems such as fixed
o Outbuildings; extinguishing systems and sprinkler systems
o Liability; • Adequacy of public fire protection including
o Equipment and more. hydrants and fire station response
• All-risk exposure information such as flood,
Recommended for water damage, earthquake, collapse, impact,
Sales and Service Brokers who are new to farm explosion etc.
insurance or those wanting a refresher
Recommended for
Date Sales and Service Brokers
Part 1 - October 26, 2021
Part 2 – November 30, 2021 Date
November 2, 2021
Time
1:30 pm – 3:45 pm Time
9:30 am – 11:45 am
Cost
$250 per member Cost
$300 per non-member $125 per member
$150 per non-member
Facilitator
Jo Anne Mitchell, CIP, Effective Training Facilitator
Communications Plus Melanie Needham, MRD Training & Consulting Inc.
Accreditation Accreditation
4 General ICM or GICS CECs (for attending both sessions 2 General ICM or GICS CECs
– 2 CECs each)
Commercial Insurance 101 & Beyond – Commercial Insurance 101 &
Commercial Risk Assessment Beyond – Commercial General
Liability
Assessing a commercial risk is more than just what the
business does. Your commercial clients rely on you to
provide advice that is accurate and timely. Are you new to commercial insurance, or interested
in moving from personal lines to commercial lines?
The consequences of not identifying and analyzing risks
an organization faces may be critical. Consider an This seminar will take a practical introductory look
insured that learns that a major loss is not covered. at the commercial general liability policy, providing
The broker/agent may be blamed for not advising the insight for brokers, underwriters and adjusters
client to purchase appropriate insurance; the insurer is beginners working in commercial insurance.
likely to bear the client’s anger and frustration; the
adjuster will have to explain that there is no coverage
and prepare for legal battle.
9
Objectives Date
• Learn the foundations of a commercial general January 6, 2022
liability policy section by section including
discussions on coverages and extension Time
• Review practical claims examples to help 9:30 am – 11:45 am
participants gain an understanding on how
coverage applies in various scenarios Cost
• Highlight the importance of identifying clients $125 per member
in need of this coverage $150 per non-member
• Gain confidence in explaining commercial
general liability policy features to clients Facilitator
Melanie Needham, MRD Training & Consulting Inc.
Recommended for
All Commercial Sales and Service Brokers Accreditation
2 General ICM or GICS CE Credits
Date
December 9, 2021
Time Commercial Building By-Laws &
9:30 am – 11:45 am Related Insurance Solutions
Cost
$125 per member After a fire or other building loss, the structure
$150 per non-member must be rebuilt to meet current construction
codes and municipal by-laws. For example, the
additional expense to add fire sprinklers, the cost
Facilitator
to increase roof truss support due to snow-load
Melanie Needham, MRD Training & Consulting Inc.
codes or to comply with accessibility
requirements. Such requirements will
Accreditation
significantly increase the cost of rebuilding
2 General ICM or GICS CE Credits
commercial or agricultural buildings.
Objectives
Insuring High Net Worth Clients • Review various types of building codes and
by-laws
• Find out how they affect a loss
Ferraris, Furs and Fine Arts.
• Discover the coverage required to ensure
building owners have adequate insurance
High Net Worth Individuals (HNWI)—or people or
protection
families with assets above a certain amount—often
• Gain essential knowledge to help you to
require highly tailored and specialized service to
provide advice and insurance solutions to
meet their needs.
your clients
In addition to significant assets they can have more
Recommended for
complicated risk exposures. If you’re interested in
Commercial Lines Brokers and Underwriters
attracting and retaining these valuable clients, join
us for this highly informative session.
Date
January 25, 2022
Objectives
• Key coverages to consider (e.g., GRC,
Time
Umbrella, Value Policies)
1:30 pm – 3:00 pm
• Ways to give HNWI the service they expect
• Common pitfalls in sales and service Cost
$90 per member
Recommended for $115 per non-member
All Brokers looking to attract and retain high net
worth individuals as clients
10Facilitator Members pay $125 for both seminars and
Jo Anne Mitchell, CIP, Effective Training Non-Members pay $175.
Communications Plus
Accreditation
1.5 General ICM or GICS CE Credits Fundamentals of Financials
Fundamentals of Financials for the
professional is addressed to all positions in
Understanding Tenants Legal the insurance industry. We will cover the
Liability Insurance basics of reading and understanding
financial statements, including but not
limited to the main four financials.
Tenants Legal Liability (TLL) insurance is
included as Coverage D in a Commercial
The webinar will include review of
General Liability policy. Because of this,
numerous worksheets, activity logs and a
there is a tendency to consider TLL as a
power point presentation for all
“throw-in “coverage that is easily overlooked
participants.
and not completely understood.
Objectives
Objectives:
• Purpose of annual financial statements
• Learn the difference between TLL and
• What type of information can be
coverage for Tenant Improvements
obtained from the financial statements
• Discover what TLL insurance does, and • How the information can be used in
does not, provide coverage for underwriting
• Find out how TLL functions in tandem
with Coverage A of a CGL policy Recommended for
• Discuss the broker’s role in assessing All Insurance Professionals
adequate insurance limits for TLL
• Analyze an actual loss where an Date
improper review of the TLL needs by the January 27, 2022
broker was the cause of an E & O claim
Time
Recommended for 9:30 am – 11:45 am
Commercial Sales and Service Brokers,
Commercial Managers / Team Leaders and Cost
Marketing brokers as well as in-house $125 per member
Underwriters $150 per non-member
Date Facilitator
January 25, 2022 Melanie Needham, MRD Training &
Consulting Inc.
Time
3:15 pm – 4:15 pm Accreditation
2 General ICM or GICS CECs
Cost
$60 per member
$85 per non-member
Commercial Insurance 101 &
Facilitator Beyond – Business Interruption
Jo Anne Mitchell, CIP, Effective Training
Communications Plus Business interruption insurance is often
perceived as a highly technical field, both
Accreditation difficult to sell and to service. As a result, it
1 General ICM or GICS CE Credit is a commodity that, although important to
all risk portfolios, is undersold. This seminar
Commercial By-Laws & Tenants Legal aims to put aside the accounting and the
Liability can be taken separately or as a numbers so that the insurance people in all
joint session for a discounted price. disciplines can get a better handle on the
how to’s of business interruption.
11Cannabis
The legalization of Cannabis in Canada has opened
up a number of insurance issues that brokers need
to be aware of.
During this webinar, participants will explore the
new regulatory landscapes on all Government
levels –
• Federal (production of marijuana, operation of
motor vehicles, heavy equipment and
machinery, assessment of the technical
aspect)
• Provincial (sales and distribution of marijuana,
understanding the patchwork rules, what is
different provincially vs other jurisdictions)
Business interruption insurance is a vital component of and
any business continuity plan and requires concentrated
• Municipal (applicable by-laws, tax
attention because it cannot be altered after a disaster
implications) level.
occurs.
Objectives
Many aspects of BI replicate business continuity
• Review of the exposures associated with
planning, especially the business impact analysis
possession and use of cannabis in the following
aspects of it and requires an understanding from the
contexts:
insurance professional from different aspects.
• Social and commercial host liability –
cannabis-related impairment, development of
Objectives
common law negligence
• Four Key Concepts that you must know to properly
write Business Income Coverage • Personal lines underwriting – medical users
and non-medical users, human rights
• Major Business Income Policy Provisions
considerations
• An overview on how to calculate Coinsurance,
• Commercial lines underwriting – commercial
Period of Restoration and Coverage Amounts
property underwriting and claims
• Non-Coinsurance Options and when you should
considerations
consider them
• Discuss the different types of insurance
• How to determine Extra Expense needs and
coverage available:
options for providing coverage
o Dispensary Insurance
o Cultivation Insurance
Recommended for
o Manufacturing Insurance
All Commercial Sales and Service Brokers
o Laboratory Insurance
o Product / Professional Liability
Date
o Professional Liability
February 1, 2022
Recommended for
Time
Sales & Service Brokers
9:30 am – 11:45 am
Date
Cost February 15, 2022
$125 per member
$150 per non-member Time
9:30am – 11:45am
Facilitator
Melanie Needham, MRD Training & Consulting Inc. Cost
$125 per member
Accreditation $150 per non-member
2 General ICM or GICS CE Credits
12Facilitator Cost
Melanie Needham, MRD Training & Consulting $125 per member
Inc. $150 per non-member
Accreditation Facilitator
2 General ICM or GICS CECs Melanie Needham, MRD Training & Consulting
Inc.
Accreditation
Insuring Heritage Properties 2 General ICM or GICS CE Credits
Do you know that heritage homes have different
designations? Many of them are heavily
regulated, while others only have to be Commercial Insurance 101 &
maintained in the architectural style they were Beyond – Endorsements &
built in.
Extensions
Because of these issues and other differences
from modern houses, heritage properties are Commercial insurance policies can be
often a scary concept to newer brokers. But they overwhelming with the number of add-ons that
don't need to be! can be included.
Join us for this lively and fascinating webinar to In this webinar, you’ll look at the most
learn what makes these homes so unique and commonly used commercial endorsements and
how to provide proper coverage for them. floaters. This will include but not limited to:
Topics Covered Include: • Building Bylaws
• Issues surrounding Heritage Homes which • Stock Spoilage
makes them unique • The Exhibition Floater
• How to assess special characteristics (such • The Installation Floater
as hand carved elements) that are difficult
to include in property evaluations Through this overview and related claims
• Discuss underwriting considerations, examples, you’ll gain an excellent
suitable insurance products and claims understanding of how the various coverages
examples can and should be applied.
Recommended for Recommended for
All Personal Lines Brokers Commercial Producers and Sales, CSR’s
interested in Commercial Insurance,
Date
February 24, 2022 Date
March 8, 2022
Time
9:30 am – 11:45 am
13Time Cyber Liability
9:30 am – 11:45 am
Cost With the ever-increasing threat of a data
$125 per member breach, cyber liability insurance needs to be
$150 per non-member an integral part of your client’s daily
business. The misconception that Cyber
Facilitator Liability is just for big companies needs to
Melanie Needham, MRD Training & Consulting be broken as this coverage can make the
Inc. difference between staying in business or
shutting down after an attack.
Accreditation
2 General ICM or GICS CECs Cyber liability insurance can protect your
business not only from threats such as
hackers, lost or stolen laptops, business
interruption, but also a long list of other
threats that can leave a lasting impact on
Promoting Insurance to Value: your business.
Commercial Accounts
In this seminar you will learn what threats
70% of commercial buildings are under- companies are facing and how to mitigate
insured by up to 40% the replacement cost that risk. We will discuss potential claims
value. What is the broker’s liability in a case with real life examples, things to look for in
of under-insurance? This webinar looks at the coverage as well as the litigation side of
underinsurance zones in a typical commercial things.
account.
Objectives
Objectives • Identify common cyber exposures
Common underinsurance areas to be • Describe coverage gaps in traditional
discussed include: insurance products
• Actual Cash Value, Replacement Cost • Explain cyber coverage and identify
and Functional Replacement Cost underwriting considerations
• Co-Insurance, including Stated Amount
Co-Insurance Recommended for
• Reconstruction versus New Build All Insurance Professionals
• When the Tenant must insure the
building Date
• Impact of By-laws and Building Codes March 29, 2022
• Selling Insurance to Value
Time
Recommended for 9:30 a.m. – 11:45 am
Sales and Service Brokers
Cost
Date $125 per member
March 24, 2022 $150 per non-member
Time Facilitator
1:30 pm – 3:45 pm Melanie Needham, MRD Training &
Consulting Inc.
Cost
$125 per member Accreditation
$150 per non-member 2 General ICM or GICS CE Credits
Facilitator
Jo Anne Mitchell, CIP, Effective Training
Communications Plus
Accreditation
2 General ICM or GICS CECs
14Environmental Impairment Liability Employer’s Liability
Join us while we review the CGL exclusion and learn Are you confused on when Workers' Compensation
about the different pollution endorsements and coverage should respond and when Employers'
policies available in the marketplace today. (Contingent) Liability should respond?
Objectives: You are not alone as this topic is one that is not
• Understand terminology such as sudden and fully understood by many and employee injuries
accidental, or workplace-related illnesses can become costly
• Decipher the difference between absolute and it is important to understand who is covered by
pollution exclusions and the total absolute which policy, when, and in what scope.
exclusions
• Overview of Environment Impairment Liability Join us as we learn about the basic differences
policies and endorsements between WSIB and Employers' Liability coverages.
We will review what’s covered and what is
Recommended for typically excluded and how important it is to have
Commercial Sales and Service Brokers this coverage.
Date Recommended for
April 7, 2022 Sales and Service Brokers
Time Date
9:30 a.m. – 11:45 a.m. May 3, 2022
Cost Time
$125 per member 1:30 pm – 3:45 pm
$150 per non-member
Cost
Facilitator $125 per member
Melanie Needham, MRD Training & Consulting Inc. $150 per non-member
Accreditation Facilitator
2 General ICM or GICS CECs Melanie Needham, MRD Training & Consulting Inc.
Accreditation
2 General ICM or GICS CECs
15Self-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)
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.
16The 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 21, 2021 & Feb 15, 2022 Cost
Module 1 – Pt 2: Sep 23, 2021 & Feb 17, 2022 $165.00 per Module for members
Module 2 – Pt 1: Oct 19, 2021 & Mar 15, 2022 $195.00 per Module for non-members
Module 2 – Pt 2: Oct 21, 2021 & Mar 17, 2022
Module 3 – Pt 1: Nov 24, 2021 & Apr 5, 2022 Accreditation
Module 3 – Pt 2: Nov 25, 2021 & Apr 7, 2022 6 General ICM CEC’s per module
Module 4 – Pt 1: Dec 14, 2021 & May 17, 2022 (Student)
Module 4 – Pt 2: Dec 16, 2021 & May 19, 2022 4 General ICM CEC’s per module (Mentor)
17Fundamentals 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.
18Cost
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 14, 2021
2021/2022 Semester Schedule
July 12, 2021
Fundamentals with IWS Immersion August 9, 2021
Dates: September 13, 2021
October 18, 2021
Phase 1: June 7 – 10, 2021 Exam: Jun 14, 2021
Phase 3: June 15 – 18, 2021 November 8, 2021
December 13, 2021
Phase 1: July 19 – 23, 2021 Exam: Jul 26, 2021
Phase 3: August 17 – 20, 2021 January 10, 2022
February 14, 2022
Phase 1: September 20 – 24, 2021 Exam: Sep 27, 2021
Phase 3: October 19 – 22, 2021 March 14, 2022
April 11, 2022
Phase 1: November 15 – 19, 2021 Exam: Nov 22, 2021
Phase 3: December 7 – 10, 2021 May 9, 2022
June 13, 2022
Phase 1: January 17 – 21, 2022 Exam: Jan 24, 2022
Phase 3: February 8 – 11, 2022 July 11, 2022
August 8, 2022
Phase 1: April 25 – 29, 2022 Exam: May 2, 2022
Phase 3: May 17 – 20, 2022 September 12, 2022
Phase 1: June 20 – 24, 2022 Exam: Jun 27, 2022 Cost
Phase 3: July 12 – 15, 2022 $325.00
Phase 1: August 22 – 26, 2022 Exam: Aug 29, 2022 *Students may also register for rewrites on any of the
Phase 3: September 13 – 26, 2022 prescribed exam dates at a cost of $125.00 per
attempt. Exams cannot be attempted more than 3
times in a 6 month period.
Time
Phase 1: Monday to Friday - 8:30am – 4:30pm with the Online exams are now available which allows students
exam the following Monday morning (9am to 12pm) to write any day they like with an approved proctor.
Phase 3: Tuesday to Thursday - 8:30am – 4:30pm with Please see the IBAM website for more details.
the virtual exam Friday morning (9am to 12pm) 19The 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
20Benefits in attaining your CAIB Discussion Group *Now Virtual*
CAIB designation: This format emphasizes active participation through a
10 week learning platform where students meet in the
evening virtually with a facilitator to review the course
• Provides you with formal material leading to the next exam date.
fundamental insurance
knowledge Fall Semester classes run from September until
December, exam December 8. Winter Semester classes
• Earn confidence from clients run from February until May, exam May 11. Exact start
• Encourages you to develop dates TBA
specialized skills
CAIB 1 – Wednesday Evenings
• Offers career advancement
opportunities CAIB 2 – Thursday Evenings
• Achieve personal goals CAIB 3 – Monday Evenings
CAIB 4 – Tuesday 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
2021/2022 Semester Schedule $950 non-members
Facilitator
CAIB 5-Day Immersion *Now Virtual*
Various
This is a 5-day instructor led virtual course where you
can participate in an intensive week of discussions, CAIB Self-Study
hands on exercises and practice exams. The exam will
be written on first Monday online 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 via an online platform Monday to Exam Dates
Friday with the exam held on the following Monday July 7, 2021
online. September 8, 2021
December 8, 2021
CAIB 2 February 9, 2022
September 27 – October 1 (exam October 4) May 11, 2022
January 24 – 28 (exam January 31) July 6, 2022
CAIB 3 (for registration deadlines, please refer to the IBAM website)
October 4 – 8 (exam October 12)
January 31 – February 4 (exam February 7) Cost
$630 members
CAIB 4 $900 non-members
October 24 – October 29 (exam November 1)
February 28 – March 4 (exam March 7) 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.
2122
Cost Exam Dates
$530 members July 7, 2021 (for registration deadlines,
$820 non-members September 8, 2021 please refer to the IBAM
December 8, 2021 website)
Program Format February 9, 2022
Self-Study May 11, 2022
July 6, 2022
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