Course Description

RIBO Credit Category: Ethics

As insurance brokers, we handle client's money and they depend on us for accurate and impartial advice.  Doing this well is not only good business, we can avoid E&O claims.

Learn about codes of conduct in various provinces & ethics for insurance brokers as it relates to integrity, competence, quality of service, advice to clients, privacy/confidentiality, safekeeping of property, conflicts of interest, fee disclosures, professionalism, service, conduct towards others, etc.

Students must pass the final exam before a certificate will be issued.  

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Lead CE Instructor

Douglas Everett, CIP

Douglas started in the insurance industry in 1974 working in claims, commercial lines, and marketing before landing as President of CHES Special Risks Inc.  In 1979, he received his CIP Designation and became an Associate of the Insurance Institute of Canada (IIC).

In 1985, he became an Approved Instructor for the Insurance Institute of Canada.  Since then, he’s run seminars and CE courses for brokers all over the world including helping to create several certification programs for insurance brokers and MGA's.  Doug also has work published in Canadian Underwriter Magazine: Terrorist Acts Insurance (2015) & Faulty Workmanship (2016).

At PNC Learning, Doug shares his expertise with students by creating CE courses covering critical broker skills and all of the latest and most important topics impacting our industry today.

Course curriculum

  • 1


    • Code of Ethics/Conduct Video

  • 2


    • Code of Ethics/Conduct Quiz

  • $149.00 / year

    $149.00 / yearGeneral Insurance Continuing Education (CE Credit) Bundle

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