Working with a professional
Whether it’s damage insurance, insurance of persons or financial planning, the professional obligations of Chambre de l’assurance members are the best guarantee you can have for protecting your assets.
Who are the members of the Chambre de l’assurance?
The Chambre de l’assurance oversees certified professionals in damage insurance, insurance of persons and financial planning. These members take pride in the professional titles and credentials they hold, as they reflect their certification and professional training, which are hallmarks of competence and integrity.
Members of the Chambre de l’assurance are authorized to practise within these disciplines, according to their area of expertise:
- Damage insurance
- Insurance of persons
- Group insurance of persons
- Claims adjustment
- Financial planning
Member responsibilities
Continuing education requirements
Mandatory continuing education is one of the pillars supporting the Chambre de l’assurance’s mission to protect the public. It enables each certified professional to develop their skills and keep their knowledge up to date. Training initiatives help maintain high standards of practice, which in turn foster the trust that has developed over the years in the financial products and services industry.
- Professional Development Units (PDUs)
To maintain their licence to practise, each certified professional must earn a prescribed number of PDUs per two-year training cycle. These PDUs can be earned through various sources:
- Training courses offered by the Chambre de l’assurance
- Training courses recognized by the Chambre de l’assurance and provided by an external provider
- CEGEP and university courses in Quebec
- Mandatory Compliance course
This training course designed by the Chambre de l’assurance must be completed every two or four years, depending on the certified professional’s field of activity. It is structured around the four main responsibilities of professionals:
- Staying informed
Staying informed to ensure all relevant information is on hand when advising you
- Explaining
Explaining the ins and outs of recommendations
- Evaluating
Evaluating all possible solutions based on your situation
- Advising
Advising you so that you can make informed decisions
Ethical obligations
The professional obligations of Chambre de l’assurance members are intended to ensure that your interests as consumers are their top priority. These requirements are established by law and the Chambre de l’assurance’s Code of Ethics. They are based on values that ensure the protection of the public.
- Competence
- Honesty
- Integrity
- Prudence
- Loyalty
- Diligence
- Prioritization of your interests
Preparing to meet with a professional
Before dealing with an insurance or a financial planning professional, you should make sure that this person is indeed a member of the Chambre de l’assurance and holds all the certifications required to practise in Quebec.
It only takes a few seconds to check the register of firms and individuals authorized to practise and find out whether they are in good standing.
Check a member’s professional status: Click here
If the search yields no results, the Chambre de l’assurance invites you to contact Community Relations team.