Continuing Education (CE) Rules


Who qualifies to speak at a CGIB event?

Our speakers represent a diverse group with experience from many areas across, and related to, the benefits  industry.  They may include representatives from; accounting firms, employment lawyers, group insurance (benefit) advisors, insurance companies, TPA’s, the pharmaceutical industry, employers, human resource professionals, regulators, industry trade associations, ministries of health etc. etc.  They are required to have the relevant experience to speak knowledgeably on the topic assigned and the majority have over a decade of experience (on occasion, less experienced advisors may be included on panels to demonstrate the range of understanding and the challenges facing newer advisors).

For more information on our speaking requirements CLICK HERE

What topics qualify for Continuing Education (CE) credits?

We use the FSRA (previously FSCO & OIC) guidelines for topics and content.  We do NOT allow any type of sales presentations and generally do not allow speakers to speak on topics that they may sell. 

  • Continuing education must be related to the technical aspects of life insurance.  Education related to improving production or sales techniques cannot be included to meet the CE requirement.  
  • Examples of topics that are considered “technical” for this purpose include legal, legislative and regulatory matters, fundamentals/principles of life insurance, financial planning, taxation, client needs analysis, proper use of life insurance products, rating/underwriting/claims, accounting and actuarial considerations, risk management principles, and provisions and differences in policy contracts.
  • Examples of topics not consider related to the technical aspects of life insurance include motivation, consumer psychology, salesmanship, health/stress/exercise, recruiting, office skills, telephone techniques, computer training, management training, and training on specific products offered by a company.

CE credits certificates

CGIB produces Continuing Education (CE) Certificates for those that attend the entire session.  Generally these are e-mailed within 2 days of the event completion.  CGIB members may pick up copies of past event certificates on the secure MemberZone page.  Certificates include the attendees name, the date and location of the event, the name of the seminar, the number of hours (less breaks) and the speaker or panel that delivered it, and are signed by the CGIB Registrar.

CGIB CE Certificates are self accredited to Ontario standards.  They are NOT registered with ADVOCIS (as not required), nor are they accredited by other provinces.

AS CGIB events expand into other provinces, accreditation may be obtained to meet specific provincial requirements (such as those of the Alberta Insurance Council).

2022 - The Financial Services Regulatory Authority of Ontario has updated their website here...

2022 - The Financial Services Regulatory Authority of Ontario Guidance here...