Obtaining a professional designation

The Chambre plays a key role in the professional development of its members by providing structured and recognized training programs. These programs not only enable members to obtain professional titles and designations, but also to strengthen their expertise in specialized fields.

Professional titles and designations

The Chartered Life Underwriter (C.L.U.) and Registered Life Underwriter (R.L.U.) titles and the Conseiller agréé en avantages sociaux (C.A.A.S.) designation awarded by the Chambre are marks of recognition that attest to rigorous academic training and a commitment to best professional practices.

There are also numerous complementary training programs that enable professionals to further specialize without necessarily leading to a professional qualification. These programs can meet specific market needs, support the development of targeted skills or promote career advancement in related sectors.

Registered Life Underwriter and Chartered Life Underwriter

In order to give its members who hold a licence in insurance of persons or in group insurance the opportunity to gain greater expertise in their area of practice, the Chambre exclusively confers two professional titles: chartered life underwriter (C.L.U.) and registered life underwriter (R.L.U.). 

Learning Program

The program leading to the title of registered life underwriter (R.L.U.) includes:

The program leading to the title of chartered life underwriter (C.L.U.) includes:

Objectives

The university training leading to the titles of C.L.U. and R.L.U. promotes the development of knowledge about estate and tax planning as well as insurance and financial products for individuals and businesses, and provides more in-depth knowledge about disability and critical illnesses insurance, group insurance and investments.

The program “Les concepts en assurance de personnes” was designed to hone the knowledge of financial security advisers regarding the various products available on the market and to develop their ability to identify and analyze financial needs so they can make recommendations that best suit their clients’ requirements.

Academic development

To find out about the subjects and course options associated with each professional qualification, please consult the Application form for obtaining a professional title (in French). This document is updated annually and is the reference for planning your training program.

Please note:   
  • Once you begin the process of obtaining a qualification, we recommend that you start filling out the progress table included in the Application form for obtaining a professional title (in French).
  • Equivalent courses may be submitted to meet training requirements, subject to review by the Chambre.
  • If you have already taken certain courses or their equivalentsand wish to verify their recognition, please contact the Chambre.
  • Our team is also available to advise you on finding missing courses. In some cases, we can work with educational institutions to encourage the opening of specific courses.

If you have any questions or require assistance, contact us at info@chambresf.com.

Enrollment in university courses

Enrollment in university courses is done directly with the institution of your choice.

Admission requirements, registration procedures and course availability are determined by the educational institution offering the program. Generally, applicants must have a Diploma of College Studies (DCS) and relevant experience.

Applying for a professional designation

To apply for a professional designation, you must meet the following requirements:

  • Have successfully completed all required courses
  • Hold a valid licence to practise in personal insurance or group insurance
  • Pay the applicable fees

Documents to include with your application:

  1. Application form for obtaining a professional title (in French), duly completed and up to date on the date of your application
  2. Proof of successful completion of all courses taken

The completed accompanied by payment (this document is mandatory for the processing of your application).

For more information, contact the information center or write to info@chambresf.com.

C.A.A.S. designation

The result of an initiative by the CSF and the collaboration of leaders in the financial products and services industry, the University of Laval's Group Insurance and Annuities program is primarily aimed at representatives in group insurance schemes and group pension plans, as well as professionals working in the employee benefits and human resources sector.

This distance learning program leads to the title of Conseiller agréé en avantages sociaux (C.A.A.S.), a professional designation similar to the North American title of Certified Employee Benefit Specialist (C.E.B.S.).

Program

This professional development program, which is a part-time program, consists of the following ten courses and totals 30 university credits (900 PDUs):

  • Programmes gouvernementaux de prestations
  • Principes fondamentaux des régimes d’assurance collective
  • Application des régimes d’assurance collective
  • Régimes de retraite et mécanismes de revenu de retraite
  • Fondements de la rémunération
  • Rémunération des cadres
  • Valeurs mobilières et gestion de portefeuille
  • Gestion stratégique des ressources humaines
  • Introduction à l’économie de la santé
  • Initiation à la finance personnelle

Professional certifications

In addition, certain blocks of courses in the program lead to three professional certifications issued by the Chambre de la sécurité financière, namely:

  • In group insurance (courses ASR-1110, ASR-2110 and ECN-1100) (only available in French) - Application form
  • In pension plans (courses ASR-1100, ASR-1120 and GSF-2110) (only available in French) - Application form
  • In compensation and strategic human resources management (courses MNG-1110, MNG-2120 and MNG-3102) (only available in French) - Application form

The fee payment form (only available in French) must be attached to the application form.

Obtention of the professional designation

You have followed the courses from the programme Assurances et rentes collectives from University of Laval or you hold the designation CEBS( educational pathway of 8 courses)?

Download this form (only available in French) to obtain right of use Conseiller agréé en avantages sociaux (C.A.A.S). The fee payment form (only available in French) must be attached to the application form

Admission requirements and registration procedure 

The admission requirements, registration procedure and course availability are determined by Université Laval. Generally, candidates must hold a diploma of collegial studies (D.E.C.) and have relevant experience.

For information regarding the program Assurances et rentes collectives, contact Université Laval at 418-656-2764, toll-free at 1-877-606-5566, or email info@ulaval.ca.

For information about the C.A.A.S designation and professional certifications, contact the information center at 514-282-5777, toll-free at 1-800-361-9989, or email info@chambresf.com.