Updated Manitoba General Insurance Continuing Education Definition and Guidelines

Dec 1, 2015 | News

The General Insurance Council of Manitoba has recently developed detailed guidelines for general insurance licence holders and course providers to assist in the selection and application of General Insurance continuing education credit hours. The Manitoba General Insurance Continuing Education Definition and Guidelines have been reviewed, updated and redefined.

Continuing Education Definition General and Auto Only Broker Licensees

Manitoba Insurance Council: “The objective of continuing education is to improve and increase the ability of the general insurance agent to deliver a high quality of performance, keeping abreast of current and emerging developments in the insurance industry.

Continuing education must be directly related to knowledge relevant to giving advice about general insurance products or services, including the claims process, or the operation of a general insurance business. This includes programs which are structured for the specific purpose of educating and providing skills to agents to communicate insurance matters effectively.

“ICM recognizes that sales are a large part of an agent’s everyday activities and therefore sales knowledge and skills are a requirement for agents. While ICM encourages agents to engage in programs or courses as part of their insurance education, it has determined that the focus of continuing education credits will exclude activities such as programs and meetings primarily based on sales production, promotion and motivation. While the health and welfare of agency employees is of concern in the workplace, it is not the subject for ICM continuing education credits.”

The following listing of ILS CE courses that are currently being offered for Manitoba credits, do not fall within the updated Manitoba CE definitions and guidelines.
Therefore the Manitoba accreditation of these courses will be expiring on Friday December 4, 2015. (Manitoba accreditation only all other accreditation remains)

MB9560 Positive Passion
MB9605 18 Steps to Dealing with Confrontation
MB9750 Job Security During a Recession And Beyond for ILS
MB9557 Ten “Easy” Commandments for Getting Along With People
MB9558 The Secrets of Commercial Insurance Sales
MB9559 Behavioral Selling
MB19621 Commercial Sales – Video Course
MB19639 Coping with Job Stress and Harassment
MB19697 How to Make a Good Presentation
MB13865 The Sales Process – A Course for Commercial Lines Brokers – Part 1
MB13866 The Sales Process – A Course for Commercial Lines Brokers – Part 2
MB13873 The Sales Process – Selling by Design, Not by Chance – Part 1
MB13874 The Sales Process – Selling by Design, Not by Chance – Part 2
MB19769 Workplace Bullying – Employee
MB19770 Workplace Bullying – Employer
MB19654 Basic Customer Service Skills – Part 1
MB19655 Basic Customer Service Skills – Part 2
MB12594 How to Analyze Effectiveness of Your Customer Service Program
MB19695 Improving Your Management Skills – Part 1
MB19696 Improving Your Management Skills – Part 2
MB12344 Developing your Listening and Questioning Skills
MB19694 Handling Objections in the Sales Process
MB12356 Overcoming Your Customers Objections to Price
MB19653 Dealing with Difficult People – Part 1
MB12362 Dealing with Difficult People – Part 2

Continuing education credits will apply to these courses if they were completed prior to December 4, 2015.

PDUs not showing on your CSF Member’s Area PDU record?

Nov 25, 2015 | News

Deadline for CSF PDU requirements is Monday November 30, 2015. As we quickly approach the CSF deadline, many of our ILScorp CSF subscribers are wondering why their completed CSF PDU’s are not showing in their Member’s Area PDU Record on the Chambre de la Securite Financiere Website.

Your completed PDU’s will not show immediately on the CSF website as they are updated on a monthly basis. ILScorp sends a report to the Chambre de la Securite at beginning of each month, for all PDUs completed in the previous month. For example on November 1, ILScorp submits a report for all PDU’s completed in the month of October. ILScorp will be submitting a report to CSF by December 1, 2015 for all PDU’s completed in the month of November, for the November 30, deadline.

Your completed PDU’s will be reported in time for the November 30 requirement deadline, and will appear online once the Chambre de la securite Financiere reviews the report and updates your Member Profile.

If you want your PDU’s to display in your CSF Member’s Area PDU Record immediately, you have the ability to enter them.

As a member of the Chambre de la Securite Financiere, you can enter your PDUs obtained for accredited training activities into your PDU record.

Here’s how.

You can enter the proof of presence to training activities on the CSF’s website through a secure access in the Members’ Area section.

To activate your online member record, you must go to the Members’ Area page, click on Activate your membership under the yellow authentication square, and follow the instructions.

Once the Member’s Area is activated, the member will be able to access his PDU record.

The member can enter the PDUs by:

Opening a session on the Members’ Area by entering their certificate number and password
Click on “To consult your PDU record, click here”
Click on Enter activities
Enter the identification number of the training activity. The number is listed on the proof of presence issued by the person responsible for the training activity. It contains 11 to 12 characters and is similar to CSF00-00-00000
Enter the date when the training activity took place
Enter your name and specify the PDU category
Click on “Save”

The member can add training activities or delete them if they were erroneously added by mistake. When they have finished entering the PDUs, the member is encouraged to print the page and keep it until the information entered has been transferred to their PDU record. It can take up to 48 hours for the entered PDUs to show up in their professional development record.

It’s important to keep any proof of completion of training activities for 24 months following the reference period during which the activity took place, because the CSF will periodically check with members. Upon request by the CSF, the member must send their proofs of presence within 30 days.

All I want for Christmas is a new career in insurance

Nov 23, 2015 | News

Check your new career in insurance off your Christmas list! Get your Level 1 General Insurance License by December 11th with just 5 days of live immersion training in Vancouver BC.

ILS Introduction to General Insurance Level 1 Licensing Program

Live Immersion Class – December 7 – 11, 2015

Class starts Monday December 7 at BCIT in Vancouver BC. Your final level 1 general insurance licensing exam is included in the program and will be proctored and written in class on Friday December 11, 2015.

ILS Introduction to General Insurance Level 1 Licensing Program Live Classes registration ($649.00) with examination and includes:

All study materials including textbook
Students who are unsuccessful in the examination are invited back to the next scheduled Introduction to General Insurance course at no charge but exam fee is still applicable.
5 day immersion course has 80% – 85% pass ratio
Students enjoy professional, dynamic instruction

ILS Introduction to General Insurance Level 1 Licensing Program

Live Immersion Class Dates 2015/2016

December 7 – 11, 2015

February 29th – March 4th, 2016

May 30th – June 3rd, 2016

September 26th – 30th, 2016

December 5th – 9th, 2016

Four new courses in English and French, totaling 10 NEW Compliance/Conformite PDU credits, just added to the ILS CSF PDU Subscription.

ChAD PDUs earned for taking the same training maximum of two times

Nov 12, 2015 | News

ChAD continuing education obligations

As a professional, one of your obligations is to complete 20 professional development units (PDUs) every two years. The new compliance period begins on Janurary 1, 2014 and ends on December 31, 2015.

Important Change: 2 PDUs for a training activity developed by the ChAD
Beginning with the 2016-2017 reference period, representatives will be obliged to take a course developed by the ChAD worth 2 professional development units (PDUs) dealing with either compliance with ethical or professional practice standards or with the evolution of the legal rules governing the sector of activity covered by the representative’s certificate. This new training will be offered at the ChAD’s online training site, ÉduChAD, and the PDUs earned will count towards the 20 mandatory PDUs representatives must earn during each reference period.

ILScorp Training Activities Accredited by ChAD

Limit on the number of PDUs earned for taking the same training

Since February 19, 2014, members may earn PDUs for taking the same training a maximum of two times, as long as the training is taken during two different reference periods. Consequently, a member who has already earned PDUs twice for the same training will not earn any further PDUs if he or she takes this training once again.

New Members’ Exemption from Earning PDUs

As a new member of the ChAD, you are exempted from having to earn PDUs for a period of 12 months after having successfully completed the Autorité des marchés financiers exams and received your certificate.

Carry-over of Five PDUs

Members who have earned extra PDUs are permitted to transfer up to five PDUs to end of the following compliance period.

Exemption from Earning PDUs Due to a Leave of Absence from the Profession

Should a representative wish to be exempted from his compulsory professional development obligations during a leave of absence from the profession for reasons of “force majeure” (sick leave, parental leave, etc.), he must inform the Chamber of this absence.

Formulaire d’avis d’interruption (available in French only)

Classes and Subjects

The 20 PDUs that you are required to earn must come from the following five categories: Compliance, Administration, Insurance techniques, Law and legislation and Professional development

Compliance
These training activities must enable a member to become more knowledgeable and develop his/her expertise with respect to ethics and professional practice of damage insurance. This includes courses dealing with: The Act respecting the distribution of financial products and services, the Law and Rules of the Autorité des marchés financiers, keeping and preservation of books and registers, relevant legislation and regulations applied to damage insurance representatives and firms, ethics, inquiry process and the Privacy Act. A minimum of three (3) PDUs must be completed each compliance period.

Administration
These training activities must enable a member to become more knowledgeable and develop his/her expertise in the management and administration of a damage insurance firm. This includes courses on the following subjects: economics, accounting and finance, human resources management, marketing, information systems management, management and business strategies.

Insurance Techniques
These training activities must enable a member to become more knowledgeable and develop his/her expertise in the field of damage insurance. This includes courses dealing with: personal lines insurance, commercial lines insurance, risk management, claims adjustment, building services, investigation and loss-prevention techniques.

Law
These training activities must enable a member to become more knowledgeable and develop his/her expertise with respect to the relevant legislation and regulations. This includes courses dealing with: damage insurance, civil law and commercial law.

Professional Development
These training activities must enable a member to become more knowledgeable and develop his/her expertise in the field of damage insurance. This includes courses dealing with: customer service, sales techniques and knowledge transmission methods. A maximum of five (5) PDUs can be completed each compliance period

For more details, consult the

Regulation respecting the compulsory professional development of the Chambre de l’assurance de dommages

Did you know you can purchase your insurance CE courses online at anytime?

Nov 10, 2015 | News

The ILScorp offices will be closed Wednesday November 11, Remembrance Day, to remember and honour those who have, and who continue to make sacrifices for our country.

Although the offices are closed you can purchase and renew your CE courses online at anytime through the ILScorp website.

How do I purchase and register for online insurance courses?

All of our online provincial insurance licensing courses, exam preparation courses and continuing education courses can be purchased through our website using your credit card.

To renew your CE Course Subscription or to register/purchase any of our online courses simply:

Go to www.ilscorp.com
If you are already an ILScorp Member do not log in – browse our website and once you find the course you want click ‘Buy Now’
If you are already an ILScorp Member – enter your current username/password – click ‘Sign In’ – Do not make a new account
If you are not an ILScorp Member – create an account by filling in all applicable information – click ‘Submit Information’
To finish the purchase enter your credit card information as it appears on your billing statement.
Once your purchase is complete, you will have immediate access to your courses.

You will automatically receive an email confirming your registration and this email will provide you with your username and password for course access. Now you can access your courses!

How do I access my online insurance courses once I have registered and purchased?

Once you have received your automatic email containing your username and password you can access your courses by:

Visting www.ilscorp.com
Log in with your username and password in the red Member Sign In Box.
Welcome to your ILScorp e-learning campus
Click on ‘My Courses’ on the top grey tab
Choose a course category, and a click on the title of any course to begin.

I thought I already had access to online insurance courses. Why can’t I see my courses?

ILScorp courses are available for a specific amount of time from the date of purchase; your course(s) subscription may have expired. CE course subscriptions and individual courses are available for 6 months from the date of purchase, with unlimited amount of access. If you log into your ILScorp profile and do not see any courses listed under the “My Courses” tab, you can renew / purchase your course subscription from the ILScorp Course Catalog, or by choosing your subscription category here. Once your purchase is complete, you will have immediate access to your courses.