CAIB Designation

The CAIB program is a nationally recognized professional designation and licensing equivalency that provides in-depth knowledge and understanding of all aspects of property and casualty insurance. Many students prefer to opt for their CAIB designation rather than a traditional licensing path due to the higher success rate, national recognition, and the deeper level of general insurance knowledge provided by the program.

  • Apply your technical knowledge to practical situations
  • Enhance your business competency
  • Develop your marketing skills
  • Strengthen your professional skills and ability
  • Maximize your potential for management positions
  • Earn your designation by taking all four courses, or take individual courses to sharpen your skills in a particular area

The Alberta Insurance Council (AIC) recognizes the CAIB program as containing equivalent education to that of their general insurance licensing exams. The AIC accepts a passing grade from the following combined CAIB modules as equivalent to their licensing exams:

  • CAIB 1 & 2 = Level 1
  • CAIB 1, 2, & 3 = Level 2
  • CAIB 1, 2, 3, & 4 = Level 3

During the application process you will be required to provide your CAIB transcript proving successful completion to the AIC. Your transcript can be found on your profile alongside your CE Certificates. For further details on the process please review the official ruling provided by the AIC. Having a license does not count toward completion of the CAIB.


Designation Essentials

 

CAIB 1: General Insurance

Because we designed CAIB with brokers in mind, we made sure to include learning options that allow you to balance your education with both your professional and personal life. 16 CE credits for general and adjustor licenses will be awarded upon completion of the CAIB exam or equivalent course.

Through completion of the CAIB 1 you will gain an understanding of the following:

  • General insurance
  • Habitational insurance
  • Personal liability insurance
  • Farm insurance
  • Personal automobile insurance basics
  • Professional service and regulations
  • E&O considerations
  • Travel insurance

Courses

Join other students and an instructor for a comprehensive multi-week exploration of the CAIB curriculum. See below for available course options. Course registration does not include the CAIB text or study guide—you will need both in order to fully participate in the course. Links to purchase can be found below.

 

Online After-Hours Immersion

June 10 - 19 | 7:00—10:0PM

16 CE credits for General, and Adjuster licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include April 15, 16, 17, 18, 22, 23, & 24).

 

Online After-Hours Immersion

September 9 - 18 | 7:00—10:0PM

16 CE credits for General, and Adjuster licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include September 9, 10, 11, 12, 16, 17, & 18).

 

Online After-Hours Immersion

December 2 - 11 | 7:00—10:0PM

16 CE credits for General, and Adjuster licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include December 2, 3, 4, 5, 9, 10, & 11).

Textbooks

Textbooks are required for course work or self-direct study, and are purchased separately from course registration. Students interested in an entirely self-directed study option can purchase the textbook and study guide below then book their exam when ready. Additional study tools are available below.

 

CAIB 1 - Textbook

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Study Guide and additional tools sold separately

 

CAIB 1 - Study Guide

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Textbook and additional tools sold separately

Enhanced Study Tools

The additional study tools below are available to both course participants and self-directed learners. These tools are not required for course participation.

 

Enhanced Self-Study

All of the content of a full Immersion class but on-demand and self-directed. Registration grants 90 days of access to session handouts, as well as recordings from a past Immersion course (recordings only available for CAIB 1, 2, and 3.) Once purchased, you can extend access past 90 days by registering a second time.

 

Captus Study Tool

An optional additional tool provided by our online partner Captus to offer further assistance in preparing for the exam. Click here for more details.

Exams

Students are required to take the requisite exam in order to complete each module. Visit the exam tab within this page for more information.

CAIB 2: Commercial Insurance

Because we designed CAIB with brokers in mind, we made sure to include learning options that allow you to balance your education with both your professional and personal life.

Through completion of CAIB 2 you will gain an understanding of the following:

  • Commercial property insurance
  • Underwriting commercial property insurance
  • Commercial property policy forms
  • Additional coverage and miscellaneous commercial property forms
  • Crime insurance
  • Business interruption insurance

Courses

Join other students and an instructor for a comprehensive multi-week exploration of the CAIB curriculum. See below for available course options. Course registration does not include the CAIB text or study guide—you will need both in order to fully participate in the course. Links to purchase can be found below.

 

Online After-Hours Immersion

April 15 - 24 | 7:00—10:0PM

16 CE credits for General, and Adjuster licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include March 11, 12, 13, 14, 18, 19, & 20).

 

Online After-Hours Immersion

October 21 - 30 | 7:00—10:0PM

16 CE credits for General, and Adjuster licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include October 21, 22, 23, 24, 28, 29, & 30).

Textbooks

Textbooks are required for course work or self-direct study, and are purchased separately from course registration. Students interested in an entirely self-directed study option can purchase the textbook and study guide below then book their exam when ready. Additional study tools are available below.

 

CAIB 2 - Textbook

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Study Guide and additional tools sold separately

 

CAIB 2 - Study Guide

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Textbook and additional tools sold separately

Enhanced Study Tools

The additional study tools below are available to both course participants and self-directed learners. These tools are not required for course participation.

 

Enhanced Self-Study

All of the content of a full Immersion class but on-demand and self-directed. Registration grants 90 days of access to session handouts, as well as recordings from a past Immersion course (recordings only available for CAIB 1, 2, and 3.) Once purchased, you can extend access past 90 days by registering a second time.

 

Captus Study Tool

An optional additional tool provided by our online partner Captus to offer further assistance in preparing for the exam. Click here for more details.

Exams

Students are required to take the requisite exam in order to complete each module. Visit the exam tab within this page for more information.

CAIB 3: Commercial Insurance

Because we designed CAIB with brokers in mind, we made sure to include learning options that allow you to balance your education with both your professional and personal life.

Through completion of CAIB 3 you will gain an understanding of the following:

  • Commercial liability legal perspective
  • Commercial general liability policy
  • Commercial automobile exposures
  • Marine and aviation insurance
  • Surety bonds
  • Risk management

Courses

Join other students and an instructor for a comprehensive multi-week exploration of the CAIB curriculum. See below for available course options. Course registration does not include the CAIB text or study guide—you will need both in order to fully participate in the course. Links to purchase can be found below.

 

Online After-Hours Immersion

Sept 30 - Oct 9 | 7:00—10:0PM

16 CE credits for General, and Adjuster licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include Sept 30, Oct 1, 2, 3, 7, 8, & 9).

Textbooks

Textbooks are required for course work or self-direct study, and are purchased separately from course registration. Students interested in an entirely self-directed study option can purchase the textbook and study guide below then book their exam when ready. Additional study tools are available below.

 

CAIB 3 - Textbook

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Study Guide and additional tools sold separately

 

CAIB 3 - Study Guide

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Textbook and additional tools sold separately

Enhanced Study Tools

The additional study tools below are available to both course participants and self-directed learners. These tools are not required for course participation.

 

Enhanced Self-Study

All of the content of a full Immersion class but on-demand and self-directed. Registration grants 90 days of access to session handouts, as well as recordings from a past Immersion course (recordings only available for CAIB 1, 2, and 3.) Once purchased, you can extend access past 90 days by registering a second time.

 

Captus Study Tool

An optional additional tool provided by our online partner Captus to offer further assistance in preparing for the exam. Click here for more details.

Exams

Students are required to take the requisite exam in order to complete each module. Visit the exam tab within this page for more information.

CAIB 4: Brokerage Management

Because we designed CAIB with brokers in mind, we made sure to include learning options that allow you to balance your education with both your professional and personal life.

Through completion of CAIB 4 you will gain an understanding of the following:

  • Planning
  • Organizing
  • Human resources
  • Leading
  • Broker insurance-company relations
  • Marketing
  • Building long-term relationships
  • Technology and brokerage operations
  • Brokerage financial management
  • Monitoring

Courses

Join other students and an instructor for a comprehensive multi-week exploration of the CAIB curriculum. See below for available course options. Course registration does not include the CAIB text or study guide—you will need both in order to fully participate in the course. Links to purchase can be found below.

 

Online After-Hours Immersion

April 1 - 10 | 7:00—10:0PM

16 CE credits for General, Adjuster, Accident & Sickness, and Life licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include April 1, 2, 3, 4, 8, 9, & 10).

 

Online After-Hours Immersion

November 19 - 27 | 7:00—10:0PM

16 CE credits for General, Adjuster, Accident & Sickness, and Life licenses

Join us for an instructed course through zoom, for two weeks. Course will run from Monday - Thursday both weeks (Dates include November 18, 19, 20, 21, 25, 26, & 27).

Textbooks

Textbooks are required for course work or self-direct study, and are purchased separately from course registration. Students interested in an entirely self-directed study option can purchase the textbook and study guide below then book their exam when ready. Additional study tools are available below.

 

CAIB 4 - Textbook

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Study Guide and additional tools sold separately

 

CAIB 4 - Study Guide

Self-Study

16 CE hours for General and Adjuster Licenses upon completion of exam.

Textbook and additional tools sold separately

Enhanced Study Tools

The additional study tools below are available to both course participants and self-directed learners. These tools are not required for course participation.

 

Enhanced Self-Study

All of the content of a full Immersion class but on-demand and self-directed. Registration grants 90 days of access to session handouts, as well as recordings from a past Immersion course (recordings only available for CAIB 1, 2, and 3.) Once purchased, you can extend access past 90 days by registering a second time.

 

Captus Study Tool

An optional additional tool provided by our online partner Captus to offer further assistance in preparing for the exam. Click here for more details.

Exams

Students are required to take the requisite exam in order to complete each module. Visit the exam tab within this page for more information.

Exams

You will need to take the requisite exam in order to complete each module. All exams are closed-book, 3.5 hours in length, and are written digitally. To register use the link below. Please read the proctor options and restrictions below before completing your registration.

Price per exam:

  • First Attempt - $410/$510
  • Rewrites - $160/$210

All prices are displayed as Member/Non-Member.

 

Virtual Proctor Option

The virtual proctor option allows students flexibility in when and where you write your exam. Through Examity you are connected to a proctor via screen share and will be asked to show your workstation to ensure the integrity of your exam. This option does not require you to pick a date right away as Examity will contact you to book the exam.

Examity charges $36.50 USD for each booking.

 

Physical Proctor Option

We recognize that some students prefer an in-person proctor. To secure a physical proctor you need to source them yourself and they must meet the requirements set out on the proctor nomination form.

We do offer proctor services at our office in Edmonton. These will be hosted on the first Wednesday of every month(except January and May). For further details or to register, you can find these sessions available on our Event Calendar.

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Captus Study Tool

Available as an optional addition for all CAIB 1, 2, 3, and 4 students.

The online study tool includes 12 weeks of access to complete multi-media lectures, interaction with multi-media presentations, downloadable PowerPoint slides, and progress quizzes.

Captus login requires your IBAA Contact ID (if you don't know it, login to ibaa.ca and look in your IBAA Profile Personal Information section).

How to Access the Online CAIB Study Tool

Open the Captus CAIB website (https://forward.captus.com/ib/SitePages/IBAA/courses-caib.aspx), and follow the 6 steps:

  1. Choose the "Activate Now" menu from the navigation panel.
  2. Choose the CAIB course you are studying.
  3. Read the registration guidelines
  4. Enter your IBAA ID (you can find it in your IBAA profile)
  5. Click the "Submit Query" button.
  6. Continue with the on-screen instructions.