Insurance and Financial Advisory Services






Administration, commerce et informatique

Nombre d'unités

83 2/3

Durée de la formation

1245 Heures


In effect until August 31th, 2019.

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

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

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

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





Professions visées (IMT En ligne d'Emploi Québec)

Appellation(s) d'emploi

agent/agente d'assurance
assureur/assureure – assurance
commis à la modification des polices – assurance
courtier/courtière d'assurance
examinateur/examinatrice de demandes d'assurance
expert/experte en sinistres – assurance
représentant/représentante des services financiers
tarificateur/tarificatrice de primes – assurance

Contenu du programme

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