This advanced course uniquely packages the subjects Law and Ethics and applies them to the needs of the Canadian insurance broker. Topics include business law; ethical principles and issues; personal and organizational ethics; insurance brokers as professionals at common law; developing a risk management strategy for professional liability; corporate law; insurance broker and its business contracts; e-commerce, privacy rights, legislation and practice; employment contracts; employment relationship and termination.

This course takes an advanced look at the claims process from the perspective of an insurance broker. Topics include the claims process; responsibilities and rights of the insurer; the brokerage and claims management; claims by assignees and third parties; recent developments and future directions.

This advanced course will assist brokerage managers to integrate what they have learned in prior courses on the various functional areas of managing a brokerage. Topics include Strategic Leadership, Financial Management, Human Resources, Inside the Brokerage, Sales & Service, Marketing Strategies, Strategic Communication, and Growth, Valuation & Perpetuation.

This advanced course will take the information about personal lines learned in the CAIB program and expand that to prepare the broker to deal with the more complex issues that face insurance brokers on a daily basis. Topics include beyond the personal liability policy; dealing with exceptional homes; other residences; valuations; home-based businesses; fraud; unlicensed vehicles; sales and promotion.

This advanced course will take the information about commercial lines learned in the CAIB program and expand that to prepare the broker to deal with more complex issues that face insurance brokers on a daily basis. Topics include Commercial Property, Liability, Miscellaneous Coverages, Financial Analysis, Financial Applications, Emerging Coverages, Risk Management, Proposals and Presentations, Sales, and Account Management.

This advanced course will assist brokerage managers to integrate what they have learned in prior courses on the various functional areas of managing a brokerage. Topics include Strategic Leadership, Financial Management, Human Resources, Inside the Brokerage, Sales & Service, Marketing Strategies, Strategic Communication, and Growth, Valuation & Perpetuation.

Understand the language of accounting in a course that balances theory with practice, covering accounting terminology and financial accounting principles and practices. Learn how to construct balance sheets, income statements and analyze financial statements. Also, learn how to record accounting information, organize it for presentation and interpret and use the information as a basis for business decisions.

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Bridge the gap between marketing theory and application. This course is of particular relevance to those wishing to broaden their knowledge of the functional areas of marketing. Basic marketing concepts are carefully examined and then applied through case analysis. Topics include the marketing mix, pricing policies, marketing channels, distribution theory and consumer behaviour.

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This course is designed to develop professional selling skills. It includes the development of background knowledge in sales techniques as well as the application of this material to professional selling, preparing for the presentation, overcoming objections, and closing the sale. Professional Selling for Insurance Brokers, available through your provincial broker association, fulfills the CPIB requirement.

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This introductory course explores concepts in communication to foster meaningful relationships with others in every aspect of our lives. You gain insight into the early and continuing influences of others in shaping who you are; gender and cultural differences in communications; cognitive theory and our core values; factors of emotional intelligence, self-awareness and self-esteem; ethics and diversity in the workplace; and personal accountability and empathy leading to effective work teams. The classroom experience provides for theory and practice in an atmosphere of support, interaction and humour.

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This course looks at the primary processes required for you to run a successful company. The importance of both internal and external influences on your firm's functional areas is also considered. We examine the administrative process of planning, organizing, directing, controlling, staffing, leading and measuring, and look at the functions of the finance, personnel and marketing operations.

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The ability to manage people is a critical skill, regardless of your discipline or area of responsibility. This course helps managers and potential managers understand and use the principles of behavioural science. Course content includes influencing behaviour, motivating people, group dynamics, exercising power and leadership, communicating, designing a job and understanding how structure, technology and environment influence people in the organization.

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This course introduces you to the basics of risk management in a Canadian insurance environment. Topics include the risk management concept; objectives and techniques; risk management in an organization and its effect on profits; risk identification and analysis; property, income and liability risks - traditional, industrial, consumer, environmental; personnel loss and probability risks; risk management decision-making; and capital budgeting methods.

For students interested in completing their CRM designation, it is recommended that you contact RIMS with respect to their registration requirements to ensure that you receive proper accreditation for this course. It is possible to receive a credit for both the CPIB and CRM programs. Click on the link below for further information on the CRM program.

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This course is an introduction to the internal use of accounting data for planning, controlling and decision-making. The goal is to help you identify relevant cost information. Topics include types of cost accounting systems, patterns of cost behaviour and problems of cost determination, allocation, and budgeting and control.

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We examine the basic processes of the human resources management function and how these processes interrelate and contribute to an organization's success. Topics include strategic human resources management, leadership and motivation, compensation and employee benefits, performance management, recruitment and selection, labour relations, employment law, managing in diversity, training, organizational development and the evolving role of the human resources professional.

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This course outlines the basic theoretical concepts of finance, which require both understanding and mastery for effective decision-making. We focus on the process of financial planning and effective decision-making for a variety of business enterprises. Course content includes financial-ratio analysis, budgeting, forecasting policy, short/long-term financing, capital budgeting and cost/risk factors of capital budgeting.

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This course helps students use, develop, and manage computer-based systems. The first half covers the basic features of hardware, software, communications, and databases. The second half examines how users, businesses, the economy, and society are affected by the development of this technology.

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Learn about the important role of the sales manager within the modern business organization by analyzing and considering the various functions performed: recruitment and selection, training and development, leading sales meetings, monitoring performance, developing strategy, motivating, forecasting, budgeting and planning. This course is recommended for salespeople who aspire to positions in sales management and for the newly appointed sales manager.

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