Course ID & Name	Course Description	Course Provider	Delivery Method	Licence Class	Start & End Date	Credits
ID:55226 Understanding Mold in the Restoration Industry	This course has been designed to provide licensees with an understanding of how mold affects today’s society, as well as the different entities that participate in the mold restoration industry. We will discuss what mold is, mold growth requirements, and the goals of mold remediation, as well as the possible dangers and health effects of mold exposure. Licensees will learn the processes and procedures that must take place by a professional vendor in order for mold remediation to be successful.	Servpro Industries (Canada) ULC	ONLINE-LIVE	Adjuster, General	Start: 2023-05-31 End: 2026-05-31	General: 2.00 Adjuster: 2.00
ID:001 Aviation 101: An Introduction to Aviation Insurance	COURSE DESCRIPTION Aviation 101 is a course that explores the foundational elements of Aviation Insurance such as: the different types of policies, aviation specific definitions and terminology, offerings of coverage, common exclusions, policy endorsements and coverage extensions. Major course themes distinguish between Aviation policies coverage compared to regular property or liability coverage policies. By the end of this course brokers should be able to: • Distinguish between Aircraft Hull and Liability Insurance, Non-Owned Aircraft Insurance and Aviation General Liability Insurance. • Understand the differences between Aircraft Hull coverage and Drone coverage • List the exclusions applicable to both Hull and Liability coverage	HDI Specialty SE	IN-PERSON	General	Start: 2023-03-07 End: 2026-03-07	General: 1.00
ID:AWRAP#01 AWRAP Vehicle Replacement Insurance Training	The AWRAP Vehicle Replacement Insurance New Training is centered on educating insurance agents not only on the details specific to the AWRAP replacement policy, but also by providing a foundation on how replacement insurance works by detailing the benefits and payouts of each coverage available through the policy. The AWRAP training reviews the coverages for both New and Used vehicles, along with the additional coverages available to the customer such as Genuine Body Parts, Deductible Reimbursement, Rental Reimbursement, Key Fob Protection and Diminished value coverage. The training also offers detailed information on Client Eligibility, Determining Vehicle Values, Exclusions, Payment Methods, Cancellations, Transfers, Dealer Referral fees and much more. The result of the AWRAP training would be for the agent to gain an understanding for the details of the AWRAP vehicle replacement policy and be able to provide customers with a quote on their vehicle with the best coverages available to them.	AWRAP Insurance Services Inc.	IN-PERSON	General	Start: 2023-05-31 End: 2026-05-31	General: 2.00
ID:25882 Summit North America	CFC Summit North America is a full day event held in Chicago with a number of speakers from across the industry. The Summit event will consist of a 5-hour programme presented by a range of senior speakers from CFC and external keynote speakers. The topics covered will be cyber, technology, innovation, contingency and general insurance industry trends. All details are covered here. Attendees must attend the event in full order to gain the credit. There will be a register for people to sign and pass on their licence details to then pass on a relevant certificate for CE credit approval. The purpose of this Summit is to teach brokers, across the globe about current and emerging risk areas of insurance that include cyber, technology, innovation, contingency and general insurance industry trends. A more detailed summary of each session and the topics covered is included in the timed outline and agenda attached.	CFC Underwriting	IN-PERSON	General	Start: 2023-05-31 End: 2026-05-31	General: 5.00
ID:001 Understanding Emerging Technologies and Injury Causation	As the digitization of the world continues to advance, the need to capture and decode the data stored on modern vehicles and/or common consumer devices is becoming increasingly important for a deeper understanding of incidents on roadways, as well as private and public properties. When assessing claims, the data recorded by these devices can shed light on the incident circumstances, injury causation, environmental or roadway factors, and many other issues. Please join our Collision Reconstruction, Transportation Safety, and Biomechanics teams as they explain how they use the latest techniques and technologies can help answer these questions related to both collision and injury causation.	30 Forensic Engineering	IN-PERSON	Adjuster, General	Start: 2023-05-31 End: 2024-05-31	General: 2.50 Adjuster: 2.50
ID:002 Innovative Investigation of Complex Property and Infrastructure Losses	Complex property and infrastructure failures require innovative investigation techniques to make sense of and resolve. When the perspectives of Structural, Geotechnical, Materials Failure, and Fire & Electrical forensic engineering are combined in a multidisciplinary approach, greater clarity and specificity are gained. Join our multidisciplinary team to learn about how novel methodologies, advanced analysis, field investigations, and site examination techniques can be applied to the highly technical matters involved in today’s property losses.	30 Forensic Engineering	IN-PERSON	Adjuster, General	Start: 2023-05-31 End: 2024-05-31	General: 2.50 Adjuster: 2.50
ID:23456 Bringing the Heat Canadian Perspectives of Fire Loss Claims and Arbitration	Our presenters will discuss the invaluable lessons learned “in the trenches” of litigating subrogation claims in this seminar. Insurance professionals will learn what features make a subrogation program effective, including the claims handling structure, managing an effective relationship with your insured, and identifying and developing subrogation claims effectively. The seminar will also discuss strategies to coordinate an effective subrogation investigation, including approaches for collecting evidence and maintaining litigation privilege, to help ensure your investigation leads to a successful recovery.	Cozen O'Connor	ONLINE-LIVE	Adjuster	Start: 2023-05-31 End: 2024-05-31	Adjuster: 1.00
ID:RI-01 RI-01: An Introduction to Trade Credit Insurance/Receivables Insurance	This five-chapter course is designed to explain what Trade Credit Insurance is and the many ways it can benefit a business. It outlines how this insurance can fit into a broker's portfolio of offerings to their customers. The chapters in this course provide an understanding of the components of a Trade Credit Insurance policy, the process of issuing that policy, the state of the Trade Credit Insurance industry in Canada and globally and how to engage prospects.	Receivables Insurance Association of Canada	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 3.00
ID:Oak 2023 - SSI-01 Structural Steel Investigations	This course will provide an overview of what structural steel is, where it is typically used, and common tools in investigating structural steel damage and failure for Independent Adjusters who interact with failure analysis engineering service providers. Presenters will provide students with a brief background in relevant steel metallurgy; engineering properties used in design, specification, and construction of structural steel elements; considerations for damage mechanisms that may commonly occur, elements used in structural designs; failure analysis methodology, including common failure analysis inspection and laboratory techniques; and remediation options. Scenarios based on past investigations will be used to illustrate the application of the presented concepts to case studies. Course Outline: 1. Intro to Steel 2. Structural Steel and Steel Structures 3. Investigating Steel Structures a. Defining failure: b. Failure Analysis Process c. Inspection d. Metallurgical Laboratory e. Case Studies Scenarios	Oak Forensic Engineering	ONLINE-LIVE	Adjuster	Start: 2023-05-31 End: 2024-05-31	Adjuster: 1.50
ID:SPGC02 Pleasurecraft	Pleasurecraft Why Buy Pleasurecraft Insurance What does Pleasurecraft Insurance Cover Common Exclusions Pricing Factors Protection and Indemnity Coverages Pleasurecraft Program Features Territory Limits Principal Operator Eligibility Vessel Eligibility Watercraft Classes Engine Types Boat Evaluation Survey Requirements Discounts	SPGC	ONLINE-LIVE	General	Start: 2023-05-31 End: 2026-05-31	General: 1.00
ID:SPGC03 Non-Standard Personal Lines	In this presentation we will be taking you through the world of Personal Lines. You will be learning the differences between the standard and non-standard market, its features and specific wordings that create that differienation. You will learn about common industry terms, warranties and conditions, types of forms, and losses/claims.	SPGC	ONLINE-LIVE	General	Start: 2023-05-31 End: 2026-05-31	General: 1.00
ID:6152023 Managing Time and Evidence to Maximize Subrogation Recoveries in Canada	In this seminar, our presenters will provide claims handlers with an overview of the Canadian limitations landscape. You will learn about some of the nuanced differences between the governing statute of limitations in each Canadian Province, and unique circumstances where limitation periods could be modified, shortened or extended. The presentation will provide tips for diarizing limitation periods in claims files, and identifying different types of documents which could vary a governing limitation period, to help ensure that recovery rights are preserved. Our focus will then shift to Evidence Preservation and the world of Spoliation. We will discuss the background and current state of the Doctrine of Spoliation in Canada, and how it can impact recovery on claims. The seminar will include case law examples, and tips for how to best protect claims and avoid evidentiary problems in pursuing recovery.	Cozen O'Connor	ONLINE-LIVE	Adjuster	Start: 2023-06-27 End: 2024-06-27	Adjuster: 1.00
ID:BUCConEO101 Introduction to Contractor's Professional Liability Insurance	At the end of the training, the participants will be able to better understand the coverage purpose, the exposures, and claims examples related to Contractor’s Professional Liability risks and make appropriate recommendations to their clients. This course will cover topics such as: -What is Contractor ’s Professional Liability Insurance (CE&O)? -Why is Contractor’s Professional Liability Insurance (CE&O) important? -Focused Review of the Standard Annual Renewable Contractor’s E&O Coverages -Focused Review of the standard Multi‐Year Project Specific E&O Policy. -Claims Examples - Q&A period	Berkley Canada	ONLINE-LIVE	General	Start: 2023-09-27 End: 2024-09-27	General: 1.00
ID:25882 Proactive cyber: How CFC prevent cyber-attacks for policyholders	Our cyber expert will share a behind-the-scenes look at how CFC is proactively identifying cyber threats and compromises for our policyholders before they even know to file a claim – and why this is the most important part of any cyber product today.	CFC	BLENDED	General	Start: 2023-08-04 End: 2026-08-04	General: 1.00
ID:25883 Selling cyber in 2023: How to grow the Canadian market	Our Cyber Development Leader, Lindsey Nelson will explore the evolution of cyber insurance over this past year, and how brokers can best speak to clients about cyber risk and insurance across the Canadian markets in 2023. Using some of our most successful cyber brokers as examples, we’ll give all the tips and techniques to starting the cyber conversation, explaining what this dynamic product includes, and overcoming common objections.	CFC	ONLINE-LIVE	General	Start: 2023-08-04 End: 2024-08-04	General: 1.00
ID:01 Certified Executor Advisor	CICEA provides the CEA designation program: an on-line curriculum designed to provide advisors with a practical level of knowledge covering all the issues executors may face in the course of their duties.	Canadian Institute of Certified Executor Advisors	ONLINE-SELF-PACED	Life, A&S	Start: N/A End: N/A	A&S: 30.00 Life: 30.00
ID:CYACE001 Cover Your Assets: An all inclusive Personal, Agriculture and Commercial Policy	Overview of the product, the differentiation from the standard Agriculture market and the First Acre Product. Learning outcome is to provide knowledge to salespersons, level 2 agents and adjusters on possible gaps in the current offerings in the market and how First Acre covers them, a comprehensive look at the First Acre product and the inclusions, exclusions, warranties, the First Acre appetite and limits available. Warranties - an understanding of the wordings, exclusions, warranties associated with. What they know from current products may be different from the First Acre product.	First Acre Insurance Inc.	BLENDED	Adjuster, General	Start: 2023-06-27 End: 2026-06-27	General: 2.50 Adjuster: 2.50
ID:7112023 Demystifying Subrogation in Quebec and the Bedrock of Recovery Claims-the Insured	This course content meets the acceptable subject area of compliance with insurance legislation and licensee requirements by explaining the law surrounding the pursuit of subrogated claims in Quebec, and underpinning the Insured’s various rights and obligations within actions pursuing recovery of insured and uninsured losses. We will also provide meaningful, practical insights into how Quebec subrogation is best and successfully pursued, and how to work with the Insured to foster an ally in the fight for successful recovery.	Cozen O'Connor	ONLINE-LIVE	Adjuster	Start: 2023-06-27 End: 2024-06-27	Adjuster: 1.00
ID:RI-02 RI-02: A Working Background to Underwriting a Trade Credit Insurance Policy/Receivables Insurance Policy	This 8-chapter course is designed to give brokers guidance on how a Receivables Insurance Policy is underwritten. The guidance is to assist the broker in their servicing of their Receivables Insurance clients by giving them the background to explain what information is required by an underwriter and how it is used to structure and price a policy.	Receivables Insurance Association of Canada	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:RI-04 RI-04: The Life Cycle of a Trade Credit Insurance Policy/Receivables Insurance Policy Claim	This 7-chapter course is designed to give brokers guidance on how to ensure that a Receivables Insurance Policy responds with a claim payment when a bad debt occurs. It provides pointers on each stage of the claim process starting from the issue of the policy to the actual payment of the claim and the expectations in the event of recoveries.	Receivables Insurance Association of Canada	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:RI-03 RI-03: Understanding Buyer Underwriting in a Trade Credit Insurance Policy/Receivables Insurance Policy	Trade Credit Insurance/Receivables Insurance is a vital line of insurance that is dramatically overlooked by far too many commercial insurance brokers. Failing to address this risk with their clients (accounts receivable can represent up to 40% of a company’s assets) could lead to serious E&O exposure. This proposed continuing education credit will contribute to having the tools necessary to address this type of insurance with their clients. Those clients benefit by being protected against bad debts, enhanced financing, strengthened credit management, financial stability and increased sales. The first course in this suite of courses (RI-01: An Introduction to Trade Credit Insurance/Receivables Insurance) provided a general overview of this line of insurance as it is offered in Canada. RI-03 is a 6-chapter course is designed to give brokers a basic understanding on what analysis and processes take place before credit limits are issued and how credit limits can differ one from another.	Receivables Insurance Association of Canada	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:003 The Big One: The Impact of Earthquakes on the Insurance Industry and Avenues for Post-Loss Assessments	Earthquakes are natural, potentially catastrophic events that can induce enormous costs and consequences for built environments, human life, and society. Historical records of seismic activity with varying levels of intensity are strong evidence that similar events can be anticipated in the future. There is a growing demand for post-earthquake investigations to assess the extent of damage, establish retrofit solutions, and ensure the safety of users for re-entry. Developed by forensic experts with decades of combined engineering and academic experience, this course serves to aggregate the knowledge required by claims handlers, litigators, and risk management professionals to efficiently handle files involving structural damage assessment after an earthquake event by better understanding how novel methodologies, advanced analyses, and site examination techniques are deployed in these investigations.	30 Forensic Engineering	BLENDED	Adjuster, General	Start: 2023-08-04 End: 2024-08-04	General: 2.50 Adjuster: 2.50
ID:LEICE001 Farm Legal Solutions Ensuring farm legal risks are well managed	Overview of the product created specifically for First Acre policyholders. This course outlines how the product differs from other products while giving the broker comprehensive, technical information about the coverage offerings, exclusions along with examples of how the product would perform for their clients.	First Acre Insurance	ONLINE-LIVE	General	Start: 2023-08-04 End: 2026-08-04	General: 1.00
ID:5 The Quantity Surveyors Value Proposition	This course aims to introduce participants to the role of Quantity Surveyors in the insurance industry and highlight the value they bring to insurance claims. Participants will gain a comprehensive understanding of Quantity Surveying principles and its application in insurance, along with practical case studies and insights into the benefits of engaging Quantity Surveyors in insurance processes. The course will also explore the impact of climate change on insurance claims and conclude with key takeaways for participants.	MBC Group	BLENDED	Adjuster, General	Start: 2023-08-04 End: 2026-08-04	General: 2.00 Adjuster: 2.00
ID:RI-05 RI-05: Trade Credit Insurance/Receivables Insurance – The Export Advantage	Trade Credit Insurance/Receivables Insurance – The Export Advantage is an eight chapter online course that can be accessed at any time and can be self-paced with certificates automatically issued upon successful completion of the course and quiz. The content is designed to provide a broker with information that will allow them to have intelligent discourse with an existing or aspiring exporter. The information includes an overview of the processes that the exporter has to go through in order to get their products or services to foreign markets and highlights what many of the insurance requirements will be along the way – with an emphasis on receivables insurance.	Receivables Insurance Association of Canada	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:25884 Innovation and emerging risks workshops	CFC will be hosting 2x emerging risk workshops in Toronto and Vancouver in September. The 2x half day workshops in Toronto (Tuesday 5 September) and Vancouver (Thursday 7 September), the same content and speakers at each location. The workshops will consist of a 2-hour program presented by CFC’s emerging risk experts. Topics covered include technology, digital assets, media, licensing, IP, digital health, fintech and life science.	CFC	IN-PERSON	General	Start: 2023-08-04 End: 2024-08-04	General: 2.00
ID:EIL1001 Environmental Liability	This course is to educate and inform commercial insurance brokers on the importance and need for environmental liability. We achieve this by discussing the common exclusions under the Commercial General Liability (CGL) policy, the types of environmental liability coverages available in the Canadian marketplace, some relevant claims examples and current trends or emerging issues in this segment.	Totten Insurance Group	BLENDED	General	Start: 2023-08-29 End: 2026-08-29	General: 1.00
ID:25885 Product recall webinar	The webinar will be to educate attendees on product recall insurance, the coverage and why clients have the exposure. We also discuss recent product recall losses, market trends as well as some common broker and client misconceptions about product recall coverage. Attendees can be expected to learn: • What makes up a product recall policy? • Typical loss scenarios under the various triggers within a product recall policy • Market trends and why more clients are looking at product recall coverage • Marketing availability to help clients realize the exposures • Restaurant contamination policy overview	CFC Underwriting	ONLINE-LIVE	General	Start: 2023-09-27 End: 2024-09-27	General: 1.00
ID:PEAK-001-ICBC Income/Wage Loss Replacement Plans	Advisors will better understand and be able to explain the fiscal considerations and advantages of having Individual Disability contracts owned and paid for by the corporate/professional employer.	PEAK Insurance Services Inc.	ONLINE-LIVE	Life, A&S	Start: 2023-09-26 End: 2026-09-26	A&S: 1.00 Life: 1.00
ID:PEAK-002-Compliance Disclosure Compliance Elements of Advisor Disclosure to Clients	The presentation will highlight the elements Advisors ought to disclose to their clients as a best practice of a Needs Based Approach to selling Insurance. Elements include: Conflicts of Interest; Sources of Income; Jusridictional restrictions; Fee for service schedule Etc. as per the CLHIA report.	PEAK Insurance Services Inc.	ONLINE-LIVE	Life, A&S	Start: 2023-09-26 End: 2026-09-26	A&S: 1.00 Life: 1.00
ID:MC2024-07 Planning for Clients with a Disability / Planification pour les clients en situation de handicap	The Learning Outcomes (LOS) for this course are: - Ability to recognize for whom the tax credits, deductions, and benefits are available and how they can be claimed. - Awareness, application, and provide advice on RDSP plans and who may utilize them. - Awareness and application of the products that are available for those who want to engage in proactive planning. - Awareness and application of all information provided in the final section “The Soft Side of Running the Practice”.	Monkey Credits Inc.	ONLINE-LIVE	Life, A&S	Start: 2023-11-03 End: 2026-11-03	A&S: 5.00 Life: 5.00
ID:001 Tax and Estate Update	Join us for the Fall 2023 edition of the always informative "Tax and Estate Update", featuring Kevin Wark and Angela Ross. Our presenters will cover key developments governing tax and estate planning with a focus on high net worth and business owner planning issues. The speakers will cover planning opportunities and pitfalls arising from recent tax legislation, CRA interpretations, case law and market practice issues.	Conference of Advanced Life Underwriting (CALU)	BLENDED	Life	Start: 2023-10-27 End: 2026-10-27	Life: 1.50
ID:SPGC04 ORV/Motorcycle 101	Discover the world of Motorcycle and ORV Insurance with our comprehensive "BC Motorcycle and Off-Road Vehicle Training" course. Whether you're a motorcycle enthusiast, a rider, or an insurance professional, this course will equip you with the knowledge and skills necessary to navigate the intricacies of Motorcycle and ORV insurance.	SPGC	ONLINE-LIVE	General	Start: 2023-11-29 End: 2024-11-29	General: 1.00
ID:2 Navigating the AMT Changes	Budget 2023 has proposed changes to Alternative Minimum Tax (AMT) in an attempt to better target high income individuals. An individual will pay AMT if the individual’s ordinary tax is less than the AMT calculated for the year. The proposed changes will affect 4 components of AMT. AMT is calculated by applying a flat tax (AMT Rate) to adjusted taxable income (AMT Base) net of the annual AMT exemption (AMT Exemption). The product is then reduced by certain non-refundable tax credits (AMT Tax Credits) to determine the taxpayer’s AMT for the year. We will discuss various situations that will result in AMT due to the proposed changes. We will pay special attention to the proposed 50% reduction to AMT Tax Credits which includes the donation tax credit. We will also discuss potential planning to mitigate the application of AMT.	Conference for Advanced Life Underwriting	IN-PERSON	Life	Start: 2023-11-20 End: 2026-11-20	Life: 1.00
ID:3 Complex Insurance Strategies	Tax planning strategies involving life insurance policies have become increasingly creative and arguably more aggressive in recent years. The challenge with these strategies is they expose not just clients to a tremendous amount of tax risk but also life insurance, tax and legal advisors (collectively, “Advisors”) and the life insurance industry to potential legal and reputational risk. The tax risks to clients are further compounded by the changing tax reporting environment, stronger general anti-avoidance rule (“GAAR”) and increasing amounts of overreaching legislative responses from Finance that may impact non-aggressive tax planning. It may also put the financial advisor industry at risk of further regulations and oversight. This presentation will review the current and future tax environment, and focus on some arguably aggressive life insurance-based tax strategies including strategies incorporating life insurance shares, shared ownership of life insurance arrangements etc.	Conference for Advanced Life Underwriting	IN-PERSON	Life	Start: 2023-11-20 End: 2026-11-20	Life: 1.00
ID:BC-01 NAVIGATING THE CYBER MARKET	This course is focused on the key trends, cyber policy and coverage and the roles and responsibilities of stake stakeholders as well. We will review security recommendations to prevent Ransomware incidents.	INSTITUTE OF STRATEGIC EDUCATIONAL PARTNERS	BLENDED	Adjuster, General	Start: 2023-11-29 End: 2026-11-29	General: 1.00 Adjuster: 1.00
ID:IL-01 Business Interruption	How can you deal with "Business Interruption?" Here are some statistics to remember: of all small businesses forced to shut down due to a disaster, 40% fail to reopen, 25% close within a year, and over 90% close within two years. The bottom line? Dealing with Business Interruption is an essential part of any commercial insurance program. In this in-depth course, you'll discover: • How to protect clients by identifying exposures • How to determine the limits of insurance they need to survive • The various sources of losses, what BI policies insure, different types of coverage available, and more.	InsureLine Marketing Systems.	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:IL-02 CGL Part 1	Ever get confused by Commercial General Liability policies? It's understandable. CGL is complex and often confusing. However, a good grasp of the CGL policy - especially Commercial General Liability is complex. Let us simplify it for you.  coverages and exclusions - is vital to a commercial producer. The CGL is the foundation of all commercial insurance, and a broker needs to know what and who is covered to ensure success. Our new webinar course Commercial General Liability, Part I, is a must for all commercial producers, covering the legal considerations and various exposures every broker needs to know.	InsureLine Marketing Systems	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:IL03 CGL Part 2	The ins and outs of the CGL If you don't understand the CGL (Commercial General Liability) policy, you will have a tough time in the marketplace. The CGL policy is a foundational part of all commercial insurance; brokers with a solid grasp on what is covered and excluded will serve their clients well and see steady growth in their careers.  Still, struggling to wrap your head around complex CGL policies? Have no fear; our new course, Commercial General Liability Part 2, is here. Picking up from Part 1, Part 2 dives into the policy coverages, common exclusions, conditions, considerations, and policy forms.	InsureLine Marketing Systems	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:IL4 COPE	InsureLine is proud to help you COPE with industry risks with our new webinar course, COPE - Construction, Occupancy, Protection, Exposures. This course explores the set of risks property underwriters review when determining how to best rate a property risk. The better you understand the various property exposures your clients face, and how to properly explain them to your underwriter, the better risks are adequately understood and rated with no surprises during a claim. The course improves your ability to get a holistic view of client exposures, gain underwriter trust, and reduce E&O exposure.	InsureLine Marketing Systems	ONLINE-SELF-PACED	General	Start: N/A End: N/A	General: 1.00
ID:4 What's New in Taxpayer Reporting	The past few federal budgets have significantly increased tax reporting obligations for various categories of taxpayers. In this session, the presenters will focus on the new compliance and reporting obligations affecting trusts, those engaging in aggressive tax planning transactions and owners of residential property. The session will also discuss tips and traps for affected clients and their advisors.	Conference for Advanced Life Underwriting	BLENDED	Life	Start: 2023-12-18 End: 2026-12-18	Life: 1.00
ID:25886 Proactive cyber: The future of cyber insurance	Canadian cyber experts, Laura Martin and Harry Hill will explore the evolution of the cyber product. Attendees will find out how businesses can mitigate their cyber risk with a partner who prevents cyber attacks before they happen and responds effectively when they do occur. They can expect to learn: • The evolution of the cyber product • What advanced cyber security tools are needed to safeguard and notify insureds • The importance of in-house teams in preventing and responding to cyber incidents • Real-life examples of proactive cyber in action	CFC	ONLINE-LIVE	General	Start: 2024-02-02 End: 2027-02-02	General: 1.00
ID:SSR-Scoping Out Special Risks -01 Scoping Out Special Risks	The purpose of the course is to help advisors identify special risks and review special risk insurance protections. Agenda: 1. What constitutes a special risk? 2. Examples of locational, occupational, and high-limit risks 3. Globalization of business and global issues 4. War risk zones 5. AD&D and business travel insurance solutions 6. Expatriate market, best countries for expats 7. Expat expectations and duty of care 8. Expatriate medical benefits 9. How people come to Canada, Canada's work permit programs, and top provinces for new residents 10. Inpatriate and temporary foreign worker insurance solutions 11. Leading causes of disability 12. Financial preparedness and the impact of a disability 13. Disability insurance solutions 14. Canadian sports, common injuries, and professional sports insurance solutions 15. Kidnap, Ransom, & Extortion in Canada and around the globe 16. Kidnap & Ransom insurance solutions 17. Questions	Sutton Special Risk	ONLINE-LIVE	A&S	Start: 2023-11-20 End: 2024-11-20	A&S: 1.00
ID:66067 Residential Spills and Remediation	Course infrmation and guidence to assist Insurance professionals in determining possible causes of spills and remediation considerations to reduce claim costs.	Pario Engineering & Environmental Sciences	ONLINE-LIVE	Adjuster, General	Start: 2023-11-29 End: 2026-11-29	General: 1.00 Adjuster: 1.00
ID:SPGC05 Medical Malpractice	Are you interested in pursuing a career in the field of medical malpractice insurance? Are you an insurance professional looking to expand your expertise in this specialized area? Our Accredited Medical Malpractice Insurance Training is designed to provide comprehensive knowledge and skills necessary for assessing, underwriting, and managing medical malpractice insurance policies.	SPGC Presents: Medical Malpractice 101	BLENDED	General	Start: 2024-02-20 End: 2025-02-20	General: 1.00
ID:25887 Streamlining D&O needs for Canadian SMEs	To coincide with the launch of CFC’s new management liability wording, phone app for end clients, and online quoting platform, two members of CFC’s ML team will be discussing the SME landscape in Canada. Rob and Pietro will explore current D&O trends and the risk landscape faced by directors and officers today.	CFC	ONLINE-LIVE	General	Start: 2024-03-26 End: 2025-03-26	General: 1.00
ID:1058249 Slip, Trip & Fall Investigations	Slip, Trip & Fall Investigations assist Insurance professionals in determining possible causes of Slip, Trip and Falls to reduce claim costs. Course provides technical knowledge of how slip and falls occur, their factors, applicable standards and investigation methods.	Pario Engineering & Environmental Sciences	ONLINE-LIVE	Adjuster, General	Start: 2023-12-13 End: 2026-12-13	General: 1.00 Adjuster: 1.00
ID:1 Allianz Care International Health & Life Products	Product training on Allianz Care Global Benefit offering: Health, LIfe, Disability and Ciritical Illness	Allianz	ONLINE-LIVE	Life, A&S	Start: 2024-01-22 End: 2027-01-22	A&S: 1.00 Life: 1.00
ID:12291 Business Interruption 101: Introduction to BI	The presentation is intended to provide an introduction in Business Interruption Insurance. The presentation will walk through key issues such as: What is Business Interruption Insurance? Gross Earnings vs Profit Form approaches (and others) What does the policy pay for? How are limits calculated and how does coinsurance apply? Problems with BI worksheets Choosing an Indemnity Period What is Ordinary Payroll and how does it work? Important policy extensions (ie. Contingent BI, Civil Authority) Key Renewal Considerations	Roper Valuation & Insurance Advisors Ltd.	other	Adjuster, General	Start: 2024-01-22 End: 2027-01-22	General: 1.00 Adjuster: 1.00
ID:CI0101 Estate planning for critical illness insurance for children	Understanding the role that critical illness insurance on a child, including a grandchild, plays in the estate and risk management plans of Canadians and who the CI coverage can protect families from financial losses if a child has a critical illness.	Desjardins Insurance	BLENDED	A&S	Start: 2024-01-22 End: 2027-01-22	A&S: 1.00
ID:890 Corporate Income Tax Optimizer​	In this webinar, discover how the concept of "Corporate Income Tax Optimizer" can utilize life insurance and critical illness insurance owned by a corporation to reduce tax impact of the passive investment income rules. In this event: 1. Understand the passive income challenge faced by CCPC 2. Strategies to minimize passive income 3. Walk through each section of the Corporate Income Tax Optimizer with detailed case studies 4. Understand how this approach can help reduce corporate taxes to optimize your clients' wealth	Desjardins Insurance	BLENDED	Life, A&S	Start: 2024-01-22 End: 2027-01-22	A&S: 1.00 Life: 1.00
ID:MC2024-03 Employer/Employee Plans / Régimes employé-employeur	The Learning Outcomes (LOS) for this course are: - Understand and explain the attributes of stock options, and be able to calculate the taxable benefit of the granting and exercise of stock options. - Understand and explain the attributes of profit-sharing plans which includes employee profit-sharing plans and deferred profit-sharing plans, and the taxation that relates to them. - Understand and explain the attributes of defined contribution and defined contribution benefit plan. - Explain, interpret, and calculate the decision (and roadmap) of the decision to commute a defined benefit pension or to accept it. This includes both the financial and non-financial considerations. - Understand the various types of locked-in plans and their unlocking options. - Awareness of the additional plans and their attributes which are made available for employees. These include PRPP, GRPP, IPP, SERP, RCA, and SDA plans/arrangements.	Monkey Credits Inc.	ONLINE-LIVE	Life, A&S	Start: 2024-01-05 End: 2027-01-05	A&S: 2.00 Life: 2.00
ID:MC2024-05 Government Benefit Plans / Régimes de prestations gouvernementales	The Learning Outcomes (LOS) for this course are: - Recognize and be able to explain who is eligible for, and qualifies for each government benefits plan covered in this course. These includes: OAS, CPP, EI, and QPIP. - Understand and calculate (when applicable) the contributions and their tax ramifications) that must be made by employees, employers, and the self-employed for OAS, CPP, QPP, EI, and QPIP. - Explain and calculate the increase (and reductions) for retirement benefits related to OAS, CPP and QPP. - Explain the qualifications and trade-offs between parents (when applicable) as it relates to EI or the QPIP plan as it pertains to maternity/parental benefits. - Recognize when one is entitled to a benefit other than the primary benefits covered by OAS, CPP, QPP, and EI. - Recognize who is able to claim benefits from CPP or QPP, and from EI and QPIP.	Monkey Credits Inc.	ONLINE-LIVE	Life, A&S	Start: 2024-01-05 End: 2027-01-05	A&S: 2.00 Life: 2.00
ID:63938 Introduction to Flight Risks & Hazard Recognition	Recognizing hazards is critical to beginning the risk management process. This course is designed to familiarize aviation insurance professionals with basic flight theory and examine the core elements which influence a pilot’s ability to recognize hazards - and how these concepts are applied at the underwriting level. At the end of this course, we expect that brokers will have a greater appreciation of the hazards their clients face, essential prerequisites for hazard identification, common errors throughout the insurance application process, and understand the importance of transparency and communication between both insured and insurer when evaluating aviation risks.	AXA XL Specialty Insurance Company	IN-PERSON	General	Start: 2024-01-22 End: 2027-01-22	General: 1.50
ID:Forward-04 Navigating the Waters of Coverage: Pleasurecraft Edition	The purpose of our Webinar / Seminar is to educate our Brokers on how a Marine Policy is designed and help brokers understand the common definitions, exclusions, basis of settlement, warranties and extensions of coverage specific to Marine Insurance in Canada. Our objective is to ensure a Broker enhances their knowledge and understanding of marine liability and claims examples.	Forward Insurance Managers Ltd.	BLENDED	General	Start: 2024-02-20 End: 2027-02-20	General: 1.00
ID:004 Liability Mechanism Medicine – How Engineering and Medical Evidence Support or Refute a Personal Injury Claim	Please join us for a seminar that will discuss how engineering, biomechanical and medical assessments can be used to support or refute a personal injury claim involving a concussion diagnosis. Understanding the likely physical circumstances of the incident, as well as the forces and motions experienced by the claimant can be an important first step when evaluating injury causation. Dr. Zandi will provide an overview of the various liability assessments that forensic engineers can assist with in the context of Occupiers’ Liability Claims. Dr. Gooyers will review the biomechanical techniques that can be used to establish head impact severity and risk of mild traumatic brain injury, such as concussion in various types of personal injury claims. Dr. Dost will address the newly published American Congress of Rehabilitation Medicine (ACRM) criteria, which expands upon previous criteria and presents a unique set of challenges with diagnosis and how personal injury files should be approached moving forward.	30 Forensic Engineering	ONLINE-LIVE	Adjuster, General	Start: 2024-02-20 End: 2025-02-20	General: 1.00 Adjuster: 1.00
ID:Forward-05 ABC's of Course of Construction Insurance	The purpose of our Webinar / Seminar is to educate our Brokers on theplacement and expiration of Builders Risk Insurance. Producing a valuation and understanding industry specific exposures and warranties will be our focus. Our objective is to ensure a Broker enhances their knowledge and understanding of these term policies and claims handling as outlined in the Agenda above.	Forward Insurance Managers Ltd.	BLENDED	General	Start: 2024-02-20 End: 2027-02-20	General: 1.00
ID:25888 Broker essentials: Cyber 101	Broker essentials: Cyber 101 Giving brokers the tools to understand the core fundamentals of insurance for modern day businesses? This cyber webinar (or in person at a later date) will be part of the wider educational series called Broker Essentials. Where over a range of sessions (webinar or in-person) our insurance experts will break down key emerging risks modern businesses face, and the insurance products that cover them. We’ll explore why these products came about, why they’re so important for modern day businesses and what a good policy should include. Cyber 101 will be held by Canadian cyber experts, Laura Martin and Harry Hill, who will look to explain the fundamentals of cyber insurance. They’ll explore why cyber insurance came about and how necessary it is for Canadian SMBs to have. Why and how cyber criminals carry out these attacks and how a good cyber policy should respond. Finally, they’ll offer some tips and tricks on how brokers can start the cyber conversation with their clients.	CFC	ONLINE-LIVE	General	Start: 2024-02-20 End: 2027-02-20	General: 1.00
ID:MC2024-01 2024 Professional Responsibility	This course focuses on FP Canada's Standards of Professional Responsibility that must be applied by all QAFP and CFP Professionals. Learning Outcomes Upon successful completion of this course, the following is expected. - Review and refamiliarize one’s knowledge of the Standards of Professional Responsibility published by FP Canada Standards Council. - Apply the contents of the Standards of Professional Responsibility to real life scenarios provided in a case study. Awareness of Canada’s Anti-Spam Legislation (CASL), and the application of the specific area presented.	Monkey Credits Inc.	ONLINE-LIVE	Life, A&S	Start: 2024-01-25 End: 2027-01-25	A&S: 1.00 Life: 1.00
ID:EC001 EcoAware: ESG Awareness for the Insurance Industry	This course is part 1 of a 2-part comprehensive toolkit designed to develop ESG awareness within the specific context of the insurance industry and to equip insurance professionals and contractors with the foundational knowledge and practical skills they need to make impactful changes within their organizations. We go beyond the basics of greenhouse gas (GhG) emissions reduction to offer a 360-degree understanding of sustainability in the insurance context and the changes contractors can make in the immediate term to being to create meaningful, lasting change toward global sustainability. Topics covered include: Definition of ESG, Fundamentals of Sustainability, Types of GhG Emissions, Understanding GhG Emissions, Carbon Credits, Dry-in-Place strategies, Diverting Waste from Landfill.	EcoClaim Solutions Inc.	ONLINE-LIVE	Adjuster, General	Start: 2024-03-26 End: 2027-03-26	General: 3.50 Adjuster: 3.50
ID:EC002 EcoDivert: A Waste Blueprint for Contractors	This course is part 2 of a 2-part comprehensive toolkit designed to develop ESG awareness within the specific context of the insurance industry and to equip insurance professionals and contractors with the foundational knowledge and practical skills they need to make impactful changes within their organizations. We go beyond the basics of greenhouse gas (GhG) emissions reduction to offer a 360-degree understanding of sustainability in the insurance context and the changes contractors can make in the immediate term to being to create meaningful, lasting change toward global sustainability. Topics covered include: Diverting Waste from Landfill, Setting up a Simple Transfer Station, Accessing Local Recycling Networks, On-Site Waste Sorting, Measurement and Tracking, Emerging Technologies in Recycling.	EcoClaim Solutions Inc.	ONLINE-LIVE	Adjuster, General	Start: 2024-03-26 End: 2027-03-26	General: 3.50 Adjuster: 3.50
ID:916 Corporate Insured Retirement Plan​	Learn how to complement a business owner's retirement income using the company-owned life insurance policy. Understand the impact of this strategy on individual and corporate taxation, as well as the impact on the client's estate.	Desjardins Insurance	BLENDED	Life	Start: 2024-03-05 End: 2027-03-05	Life: 1.00
ID:25889 Broker essentials: Tech 101	Tech 101 will be held by Canadian Tech experts Sam Chapman and Tom Delany, who will look to explain the fundamentals of tech insurance. They’ll explore why technology insurance came about and how necessary it is for Canadian SMBs to have. What risks these businesses are susceptible to and how a good policy should respond. Finally, they’ll offer some tips and tricks on how brokers can start the conversation with their clients.	CFC	ONLINE-LIVE	General	Start: 2024-02-20 End: 2027-02-20	General: 1.00
ID:CI0101 Child CI – Making the estate planning case	Understanding the role that critical illness insurance on a child, including a grandchild, plays in the estate and risk management plans of Canadians and who the CI coverage can protect families from financial losses if a child has a critical illness.	Desjardins Insurance	BLENDED	Life, A&S	Start: 2024-03-05 End: 2027-03-05	A&S: 1.00 Life: 1.00
ID:022024 DEMYSTIFYING CYBER COVERAGE	The course is focused on uncovering the insuring agreements of a cyber insurance policy. We will define first party and third party coverage and explain how and why certain coverage attributes are unique to cyber insurance. We will spend time discussing the intricacies of breach response, and support this with claims examples to illustrate its significance. Lastly, we will provide the broker audience with helpful tips on what to look for when placing cyber insurance coverage.	INSTITUTE OF STRATEGIC EDUCATIONAL PARTNERS	ONLINE-LIVE	Adjuster, General	Start: 2024-03-26 End: 2027-03-26	General: 1.00 Adjuster: 1.00
ID:2062 AFM Broker Policy Workshop: AFM proVision	Purpose & Scope: This one-day policy workshop is aimed to teach our broker partners our AFM property policy wording (the proVision)– what is covered and excluded and how to navigate the policy. As well as go over the claims process and answer any coverage or wording questions.	Affiliated FM Insurance Company	IN-PERSON	General	Start: 2024-03-26 End: 2027-03-26	General: 4.00
ID:BUCEnv101 Environmental Insurance - An Introduction	At the end of the training, the participants will be able to better understand the history, coverage purpose, the exposures, and case examples related to Environmental Liability risks and make appropriate recommendations to their clients. At the end of the session their will be a Q&A opportunity for those who have further questions.	Berkley Canada	ONLINE-LIVE	General	Start: 2024-03-26 End: 2027-03-26	General: 1.00
ID:GNC-101 Claim Schedule Management	"Claim Schedule Management" equips participants with essential strategies to efficiently manage insurance claims, minimize delays, and enhance communication throughout the process. By delving into critical aspects such as identifying common reasons for construction delays and implementing proactive schedule management strategies, participants gain the skills needed to mitigate challenges effectively. Emphasizing collaboration and stakeholder involvement, the course highlights the significance of material lead times, routine follow-ups, and detailed project documentation. Participants also learn effective client communication techniques and the value of on-site discussions with contractors. Ultimately, this course ensures that insurance examiners and adjusters receive comprehensive training on claim schedule management, empowering them to streamline processes and reduce claim costs.	Grt North Consulting Inc.	IN-PERSON	Adjuster	Start: 2024-03-26 End: 2027-03-26	Adjuster: 2.00
ID:TLOCCompliance2024 Introduction to Canada Compliance	The course, provides an introduction to compliance requirements across an array of topics ranging from fair treatment of customers and complaints handling to anti-money laundering and cyberrisk management. The course nests each topic within context of the Canadian Council of Insurance Regulator’s Principles of Conduct for Insurance Intermediaries, allowing the learner to develop their understanding of how these conduct commitments relate to each topic. At the end of the course, the learner will have been exposed to the legislative and regulatory framework which empowers them to distribute our products, along with providing them an overview of their responsibilities both to our shared customers and to compliant conduct within the insurance industry	TruStage Life of Canada	ONLINE-SELF-PACED	Life	Start: N/A End: N/A	Life: 1.25
ID:001 Geo-Structural Failures and Multidisciplinary Investigations	The purpose of this webinar is to present the typical requirements applicable to losses where structural and geotechnical expertise is necessary to perform forensic engineering investigations. Geo-structural forensic investigations may require determining the origin and cause of a loss and assessing the condition of properties comprising structures and foundations. Experts may also need to specify and implement emergency response and remediation actions. Evaluating risk at different stages of a project is essential in identifying the necessary measures to eliminate or reduce risk and ensure safety.	30 Forensic Engineering	ONLINE-LIVE	Adjuster, General	Start: 2024-04-30 End: 2025-04-30	General: 1.00 Adjuster: 1.00
ID:002 Water Loss Investigations in Condo & Office Towers	Join our Materials Failure experts for an informative session on water losses and the investigation path for condo and office tower building system failures. Water releases in condos and office towers can result in significant amounts of damage. With new buildings getting taller every day, the potential for larger losses increases. Our presentation will follow the loss investigation paths for various types of water losses from the following systems: • Plumbing systems (e.g., fridges, sinks, filters, washing machines); • HVAC systems (e.g., chillers, fan coils, riser piping); and, • Fire Sprinklers Systems (e.g., sprinkler heads, dry system piping). We will discuss best practices that can be used in future water loss investigations, and how gathering the proper information at the outset of a claim can help in the later subrogation phase.	30 Forensic Engineering	ONLINE-LIVE	Adjuster, General	Start: 2024-04-30 End: 2025-04-30	General: 1.00 Adjuster: 1.00
ID:003 Remediation of Water Damage in Complex Environments	Remediation of water impacts in complex environments requires a customized action plan that recognizes the risks the environment presents while addressing the regulatory requirements. Assessing a building’s design requirements and the environmental impacts at the onset of a water loss is imperative to mitigate potential construction cost overruns and delays, and to ensure the remediation process complies with applicable construction regulations. Based on years of forensic investigation and litigation experience, our team will provide insight into construction regulations, code upgrades, and engineering oversight related to water losses.	30 Forensic Engineering	ONLINE-LIVE	Adjuster, General	Start: 2024-04-30 End: 2025-04-30	General: 1.00 Adjuster: 1.00
ID:004 Roofing Types: Losses & Repairs	This presentation includes a brief introduction of the different roofing types, a focus on the consequent construction losses that may arise due to various incidents, including but not limited to deficiencies in workmanship, and impact damage. The discussion will have particular emphasis on the strategies and steps to conduct the necessary repairs and rehabilitation following a construction loss.	30 Forensic Engineering	ONLINE-LIVE	Adjuster, General	Start: 2024-04-30 End: 2025-04-30	General: 1.00 Adjuster: 1.00
ID:005 Construction with an Insurance Mindset	Based on years of forensic investigation and litigation experience, 30 Forensic Engineering will provide insight into common construction issues in an insurance context, within and around many public and private facilities. The presentation will focus on the mandated construction requirements, as well as common environmental, health & safety, and project management issues which may arise during remediation of existing buildings. This presentation will allow the attendee to: • Become aware of the legal framework and evolution of the fire and building codes that influence the construction requirements; and, • Develop value during the process of remedial construction with an increased knowledge of subrogation risks and opportunities.	30 Forensic Engineering	ONLINE-LIVE	Adjuster, General	Start: 2024-04-30 End: 2025-04-30	General: 1.00 Adjuster: 1.00
ID:006 Sprinkler and Fire Alarm Systems Failures	Sprinkler systems and fire alarm systems are intended to prevent damage when fire events occur. Unfortunately, these systems often fail, releasing volumes of water that cause large losses. Often during these losses, fire alarm systems do not perform as intended and fail to warn building operators of the water release event. In this presentation, we will discuss various types of sprinkler systems, the important components of these systems, and the ways in which failures commonly occur. We will also address how fire alarm systems interconnect to sprinkle systems and what information can be downloaded from these systems to aid in sprinkler investigations. In addition to discussing how failures occur and the methodologies of sprinkler/fire alarm system investigation, we will also discuss the requirements for system installation, maintenance, and testing.	30 Forensic Engineering	ONLINE-LIVE	Adjuster, General	Start: 2024-05-02 End: 2025-04-30	General: 1.00 Adjuster: 1.00
ID:25890 Navigating digital health liability and insurance trends in 2024	Ellie Saunders & Andrew Dallamore from CFC’s Healthcare team will present an insightful webinar exploring the crucial aspects of navigating insurance risks in the dynamic landscape of digital healthcare. Attendees can be expected to learn how to: • Understand the fundamental key sectors and profile of the digital health industry • Understand the developing trends in professional and regulatory risks faced by healthcare companies leveraging technology in clinical care • Sell digital health, including identifying the needs and priorities of digital healthcare businesses today • Navigate the key vulnerabilities and cyber risks for healthcare providers and businesses operating in the virtual space.	CFC Underwriting	ONLINE-LIVE	General	Start: 2024-04-30 End: 2025-04-30	General: 1.00