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Last Updated on October 23, 2024 by Jacques Wong, B.Sc.

To create this week’s post, I spoke with some of our most successful students to get their insights on how they prepared for their insurance exams. I compiled their advice into a list of best practices. Here are their top 5 tips to help you succeed on your exam.

Insurance Exam Prep Tip #1: Make Your Own Notes

One student shared, “Even though the online insurance course comes with great notes and lectures, making your own notes really pays off.”

Creating your own notes is helpful because it forces you to put the ideas into your own words. This not only deepens your understanding of the material but also makes it easier to remember. If you’re struggling with certain concepts or having trouble remembering key details, try writing them down in your own style. The act of handwriting and repetition will improve your memory and understanding.

Tip #2: Ask Your Course Tutor

Another student said, “If you’re stuck on a concept, try re-reading the notes or watching the lecture again. I’ve found that if I don’t understand something, it’s usually because I missed something in the materials. I also like to use Google to clarify things, but if that doesn’t work, I’ll ask for help.”

When you’re confused about a topic, try to solve it on your own first. Re-read your course materials or look up the topic online. Working through problems or scenarios can also help you grasp difficult concepts. Often, the struggle to find the answer makes it easier to remember later.

But if you’re still stuck after trying on your own, don’t hesitate to reach out to your course tutor through live chat, email support, or any available check-in forms. While it’s important not to rely too much on your tutor, they’re there to help when needed.

Tip #3: Focus on Understanding, Not Just Memorizing

While there are some things you need to memorize for the exam, understanding the concepts should come first. Here’s why:

  1. Many exams, including insurance exams, provide you with certain reference materials, like policy booklets, so you don’t need to memorize all the details.
  2. The exam will likely test your ability to apply concepts in real-world scenarios. Memorizing alone won’t help you answer these types of questions. Understanding how the concepts work in practice is key to solving scenario-based problems.

Did These Insurance Exam Prep Tips Help?

Insurance exams can be challenging, but with the right preparation and approach, anyone can pass. These students were kind enough to share their experiences, and we hope their tips will help you as well.

If you have any feedback on this article, have tips of your own to share, or need help with preparing for your insurance exams, feel free to get in touch. We’ve helped thousands of students and look forward to supporting you on your journey!

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Jacques Wong is an award-winning licensed insurance broker with over 15 years of combined experience in education and the insurance industry. His passion for simplifying complex topics began during his extensive teaching career, which equipped him with effective communication strategies.

Jacques' expertise is recognized in the industry. He was awarded academic excellence by the Insurance Council for achieving the highest provincial score (97%) on his CAIB* 3 exam in 2015 and again in 2019 with a remarkable 96% on his CAIB* 4 exam. Leveraging his educational background and proven study methods, Jacques has developed a unique approach to making insurance knowledge accessible for everyone.

Beyond his broking role, Jacques actively shares his expertise as a contributor to leading insurance publications, including Insuranceopedia, Apollo Cover (National MGA), Lime Insure, ReFrame Insurance, and Trusted Union. He has also delivered educational webinars for hundreds of insurance professionals, demonstrating his commitment to fostering industry knowledge.

Jacques Wong is the CEO and director of education at PNC Learning.

Jacques Wong, B.Sc.

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