CAIB Exam Registration Info (Levels 1, 2, 3, & 4)

Last Updated on September 5, 2025 by Jacques Wong, B.Sc.

The Canadian Accredited Insurance Broker (CAIB) exams are an essential step for those pursuing a career in the insurance industry. You’ve purchased study materials, invested the time into studying, and you’re finally ready to write the exam. Now you might be wondering… how do I register? We’re here to help! This guide provides a province-by-province breakdown of the CAIB exam registration process for all 4 CAIB exams, along with information on deferral and cancellation policies. Successfully passing each level is critical for advancing your career as an insurance broker.

Registering for CAIB exams in BC

Eligibility:

All the CAIB exam levels have the same registration procedure and cost $395 for the first attempt, which is valid for 1 year from the purchase date. That means you can pay for the exam and choose your specific date later. Pre-paying for the exam is a great way to commit yourself to the process and a psychological trick to force yourself to follow through.

Registration Process:

Step 1 – Take Your Course

Prior to taking the CAIB exam, take one of our CAIB courses (CAIB 1, CAIB 2, CAIB 3, or CAIB 4) to ensure you have the right information, training and guidance to successfully pass. Once you’ve chosen your preferred education provider, start studying. We typically recommend about 3-4 weeks of study time or about 60-80 hours in total. You can book and choose your exam date any time during your exam prep. When it comes to choosing your exam dates, we have 2 recommended methods:

1. You can wait until you’ve gone through the program and you’re just doing your revisions. Booking at this time means you’ll have a better idea of when you’ll be ready to write.
2. If you want to keep yourself accountable, you can also book the exam 3-6 weeks out from when you start. That way, you have to stick to a study schedule.

Want more info about your CAIB exam? Read our detailed article here.

Step 2 – Select Your Proctor

Selecting a proctor is the second step in registering for the CAIB exam. A proctor is a person who supervises the examination and ensures that it is conducted fairly.

Note that all CAIB exams are online, but you can choose the location of your choice. Depending on your chosen exam delivery method, different proctor requirements and additional fees may apply:

• IBABC’s virtual proctoring service: If you opt for virtual proctoring, you won’t need to find a proctor separately. The proctoring service is seamlessly integrated into the exam registration process. Simply select “Online Proctor” on the Exam Registration Form for Captus Press. For your exam day, ensure you have the following:
  • Candidate code & government issued ID (passport, citizenship card, valid driver’s license)
  • Updated & compatible browser
  • A working webcam and microphone
  • Be in a quiet, designated exam room
• IBABC in-office: Students won’t need to fill out any proctor form. Simply select “IBABC office” when selecting your proctor. An additional $15 fee applies for in-office writing.
• Accredited educational institution or government office (remote areas only): In such instances, only education professionals currently employed by accredited universities or colleges and government administrators (ie. Service Canada) are accepted as exam proctors.
• Active nominee or brokerage-appointed proctor: If you prefer to take the exam at your brokerage office, an active Level 3 licensee at your office must proctor your exam.

Your selected proctor must complete the CAIB Exam Proctor Nomination & Policy Form and submit it for approval via email attachment (scanned PDF) at least three (3) business days before your chosen exam date. This applies only if you have chosen to take the exam at an accredited education institution or government office or with an active nominee or brokerage-appointed proctor. Contact details for submission can be found on the form.

Step 3 – Register for Your Online Exam

Once you’ve selected your proctor, you can proceed to register for your online CAIB exam. This step is essential; you should complete it at least three (3) business days before your exam date.

You will receive an examination candidate code via email upon successful payment processing. This code is your key to accessing the exam platform and starting your examination on the scheduled date. Keep it safe!

Remember, your exam application will only be approved if both Step 1 and Step 2 are completed within the specified timeframe.

Deferring CAIB Exam

In the event that life gets in the way and you need to defer your exam, this is a possibility. Here’s what you need to do:

• Contact the exam location where you initially booked your exam and inform them that you want to change your exam date. You will be able to defer your CAIB exam up to 4:30 pm (PST) on the day of your exam, subject to a late deferral fee.
• If your exam proctor changes, you must complete a new CAIB Exam Proctor Nomination & Policy Form and email the completed form to scoles@ibabc.org. Ensure that you have notified your exam proctor of your changes.

Please note that a $75 deferral fee applies if your exam is less than 7 days away, and you will be sent a link for payment.

Cancelling an Exam

If, for any reason, you need to cancel your exam sitting, follow these steps:

• Contact the exam location where you booked your exam and let them know that you want to cancel your exam sitting.
• Send an email to scoles@ibabc.org to officially confirm your cancellation.

Similar to deferrals, a $75 cancellation fee is applicable if your exam is less than 7 days away, and you will be sent a link for payment. It’s essential to note that no refunds will be issued after 6 months from exam registration.

Not sure what to expect on exam day?

Learn about the CAIB exam format, structure, question types, and rewrite policies in our complete exam guide.

Register for CAIB in Alberta

Eligibility:

In order to take the CAIB exam, you’ll need to complete the prerequisite course. Exams cost $410 for association members, while non-members will have to pay $510. All CAIB exams are offered online, are closed-book, and 3.5 hours long.

AB CAIB Exam Registration Process:

Step 1 – Study for the Appropriate CAIB Level

The very first step is to take the course for the corresponding CAIB level. If you haven’t done so, check out our CAIB 1, CAIB 2, CAIB 3, or CAIB 4 courses. We typically recommend about 3-4 weeks of study time or about 60-80 hours in total. Once you have successfully finished the course and feel ready, you’re ready to move on to the next step.

You can book and choose your exam date any time during your exam prep. When it comes to choosing your exam dates, we have 2 recommended methods:

1. If you want to keep yourself accountable, you can also book the exam 3-6 weeks out from when you start. That way, you have to stick to a study schedule.
2. You can wait until you’ve gone through the program and you’re just doing your revisions. Booking at this time means you’ll have a better idea of when you’ll be ready to write.

More info on the exam here for all CAIB level.

Step 2 – Choose Your Proctor

Once you have completed the CAIB course, you’ll want to choose your proctor for your exam. Here are the two options

• Virtual Proctor Option: This option lets you choose when and where to write your exam through Meazure Learning, which is invigilated by proctors from ProctorU. Meazure connects you with a proctor from ProctorU via screen sharing to ensure the integrity of your exam. Be sure to have your ID with you and prepare to show your surroundings before taking your exam. You will be contacted to book the exam at the time/date of your choosing. Note that Meazure charges approximately $36.50 USD each time you use their services.
• Physical Proctor Option: The CAIB exam also allows for physical proctoring. If you opt for this option, you’ll need to find a suitable proctor, ensuring they meet the requirements outlined in the Proctor Nomination Form. IBAA also offers proctor services at their office in Edmonton every first Wednesday of each month except January and May. More schedule details can be found here.

Step 3 – Register for Your Online Exam

When you’re ready to take your CAIB exam, head over to the IBAA website and sign up for the exam. Locate the CAIB exam registration section and choose the appropriate CAIB exam level.

Deferral and Cancellation:

We recommend directly contacting the Insurance Broker Association of Alberta (IBAA) for specifics surrounding deferral and cancellation. Additional fees and conditions may apply.

Register for CAIB in Ontario

Eligibility:

Before registering for the CAIB exam, ensure that you have met the eligibility requirements. This involves completing specific coursework for the corresponding CAIB level and possible practical experience. You won’t be able to enroll in the exam if you haven’t finished the necessary prerequisite course.

ON CAIB Exam Registration Process:

Step 1 – Study for Your Exam

Enroll in the CAIB course (CAIB 1, CAIB 2, CAIB 3, or CAIB 4) corresponding to the exam you want to take. Make sure that you have completed the course before taking the exam. This ensures that you have gone through all the materials and are as prepared as you can be for the exam. You can learn more about the CAIB exam here.

You can book and choose your exam date any time during your exam prep. When it comes to choosing your exam dates, we have 2 recommended methods:

1. If you want to keep yourself accountable, you can also book the exam 3-6 weeks out from when you start. That way, you have to stick to a study schedule.
2. You can wait until you’ve gone through the program and you’re just doing your revisions. Booking at this time means you’ll have a better idea of when you’ll be ready to write.

Step 2 – Choose Your Proctor

Now that you’re ready to take your exam, you’ll want to consider your proctor. In Ontario, you are responsible for acquiring a proctor from your brokerage. They can be a Principal Broker or a Manager.

Step 3 – Register for Your Online Exam

Proceed to register for the exam. Visit the IBAO website or contact their office for registration details. Pay attention to any deadlines and requirements, as missing these could mean delays for your exam.

Deferral and Cancellation:

Visit the IBAO website for further details on deferring and cancelling your CAIB exam.

Register for CAIB in Manitoba

Eligibility:

Candidates must complete the CAIB course for their desired level before registering for the exam. The exam cost is $26.25.

MB CAIB Exam Registration Process:

Step 1 – Study for the Corresponding CAIB Exam

Your journey begins with course enrollment. You want to have an ample amount of time to thoroughly study CAIB 1, 2, 3, or 4 before applying for the exam. Learn everything you need to know to pass in as little as 3 weeks or roughly around 60-80 hours.

You can book and choose your exam date any time during your exam prep. When it comes to choosing your exam dates, we have 2 recommended methods:

1. If you want to keep yourself accountable, you can also book the exam 3-6 weeks out from when you start. That way, you have to stick to a study schedule.
2. You can wait until you’ve gone through the program and you’re just doing your revisions. Booking at this time means you’ll have a better idea of when you’ll be ready to write.

Curious to find out more about the exam layout? Check out our comprehensive article here.

Step 2 – Register for the CAIB Exam

Once you are prepared to take your exam, register with the Insurance Broker Association of Manitoba (IBAM) to become a member. If you have already done that, you can continue reading for further instructions in case you need a refresher.

Students have a number of options to write their CAIB exam:

• IBAM Office (online)
• IBAM Office (paper version)
• Online (a proctor or virtual proctor)

For those who are interested in an in-person exam, you will have a selection of dates for your sitting. If you want to write the online exam at the IBAM office, they will register you for your CAIB exam in Captus Press.

If at all possible, we recommend students write the paper version of the exam. This is because, on paper, you can easily flip back and forth and also do things like cross out multiple choice options, circle on underline key parts of a question, etc. These are all things you can’t do when you are writing a computer-based exam.

Step 3 – Proctor Selection

If your chosen mode of delivery is online at a place of your choosing, you will need to consider whether you want to take your exam with an in-person proctor or a virtual proctor.

For students who choose to write with an in-person proctor, they will need to complete their Proctor Form and submit it to the IBAM office. If approved, they must complete their registration through Captus Press for the CAIB exam.

If students prefer an online proctor, this service is available through Meazure/ProctorU. Simply check “Online Proctor” on the Captus Press registration page. They will send an email with instructions on how to proceed. An additional fee of $43.20 USD applies to use Meazure/ProctorU.

Step 4 – Email Confirmation

After your registration through Captus Press, email kate@ibammb.ca the date and time of your CAIB exam. Once IBAM approves your exam date and time and the nominated proctor, and Captus Press successfully processes the payment, you will receive an email with exam login codes. It is essential to understand that the login codes are only valid for the approved date and time of the exam sitting.

Prior to writing your exam, ensure that you are writing your exam on a desktop or laptop with a working webcam, microphone, and speakers. Check your internet connection and test out the technology beforehand to avoid any disruptions for a smooth exam process.

Deferral and Cancellation:

Since students are able to choose their exam dates and times, IBAM does not accept deferrals. Any exams that are cancelled less than 7 days in advance will be subject to a deferral fee. For more details about cancellation, contact IBAM for further details.

Register for CAIB in Saskatchewan

Eligibility:

You must complete the corresponding CAIB course level to be eligible for the CAIB exam. The exam fee is $450 for all levels. If you haven’t signed up for your CAIB course yet, check out our concise and simplified CAIB 1, CAIB 2, CAIB 3, or CAIB 4 course.

SK CAIB Exam Registration Process:

Step 1 – Preparing for the CAIB Exam

Before registering for your CAIB exam, you want to make sure that you are adequately prepared. To ensure your success, we recommend enrolling in our CAIB courses and going through all the modules so you are equipped with essential knowledge and familiarity with possible exam types and scenarios. More details about the different CAIB exam here.

You can book and choose your exam date at any time during your exam prep. When it comes to choosing your CAIB exam date, we have 2 recommended methods:

1. If you want to keep yourself accountable, you can also book the exam 3-6 weeks out from when you start. That way, you have to stick to a study schedule.
2. You can wait until you’ve gone through the program and you’re just doing your revisions. Booking at this time means you’ll have a better idea of when you’ll be ready to write.

Step 2 – CAIB Exam Registration

Once you’ve finished your course, it’s time for you to register for your CAIB exam. Go to the Insurance Broker Association of Saskatchewan (IBAS) website and create an account. Candidates will need to make sure they select the correct CAIB exam from the dropdown menu on Captus Press, the platform that’s hosting the exam.

Exam registration needs to be completed at least three days prior to the exam date. To ensure that you aren’t cutting it too close, you should consider giving yourself plenty of time in case processing time takes longer than expected. Once you’ve paid for the exam, you will receive a confirmation email.

Step 3 – Selecting a Proctor

Since candidates will be sitting in for online exams, they will be overseen by a proctor to ensure integrity compliance. Options available are either to take exams at the location of your choosing or at the IBAS office. If you choose to take it at your own convenience, you will need to fill out a Proctor Form and email it to IBAS at education@ibas.ca.

Step 4 – Confirmation from IBAS

After registering for the CAIB exam, you will receive a confirmation email from IBAS. This email will contain relevant info, including an examination code. This code is your key to accessing the exam platform on your scheduled date and time. Double-check that all the details are correct.

Students have one calendar year from their registration to write their CAIB exam. Any incomplete exams will be automatically cancelled without opportunities for a refund.

Deferring CAIB Exam

First exam deferrals are free of charge for any reason. However, any subsequent deferrals will cost $50+tax.

Cancelling CAIB Exam

Test takers can cancel their exam for a full refund for any reason as long as they have not initiated their exam.

Register for CAIB Exams in New Brunswick and PEI

Eligibility:

Candidates must complete the CAIB course for the desired exam level before registering. The CAIB exam is administered online for $408.25 tax inclusive. The Insurance Broker Association of Prince Edward Island (IBAPEI) has partnered with the Insurance Broker Association of New Brunswick (IBANB) to offer CAIB exams to residents of PEI.

NB & PEI CAIB Exam Registration Process:

Step 1 – Study for Your Exam

The first step is to enroll in our course and study for your CAIB exam, whichever level you need. Give yourself enough time to internalize the material and run through practice quizzes and exams to give you confidence when facing the real thing. Once you have completed your CAIB 1, CAIB 2, CAIB 3, or CAIB 4 course, you’re ready for the next step.

Note you can book and choose your exam date whenever during your exam prep. Here are the 2 recommended methods:

1. If you want to keep yourself accountable, you can also book the exam 3-6 weeks out from when you start. That way, you have to stick to a study schedule.
2. You can wait until you’ve gone through the program and you’re just doing your revisions. Booking at this time means you’ll have a better idea of when you’ll be ready to write.

Step 2 – Become a Member of IBANB

Register through the IBANB website to become a member of the organization. Once completed, continue to the next step.

Step 3 – Book Your Exam

Once you are ready to write your exam, register with Captus Press for the exam located on the “My Courses” page on the IBANB website. It is imperative that you purchase the CAIB online exam in advance prior to your exam sitting. You will be given two choices for your exam sitting:

• IBANB office
• Virtual Proctor Online Sitting
• Nominated Proctor

If you choose to write in-office or virtual proctor through Captus Press via Meazure/ProctorU, a proctor will be provided for you. However, if you choose the nominated proctor option, you will need to send an email to ibanb@nbinsurancebrokers.ca with the following info: exam date and time, the proctor’s name, phone number, and email address. It’s important that your proctor is copied (CC) on this email. Your proctor must hold a position as a supervisor, manager, or brokerage principal.

Step 4 – Approval and Receipt of Exam Codes

Once IBANB receives your email and Captus Press has successfully processed your payment, candidates will receive exam login codes for the date and time of your exam. Note that these codes are only valid for your requested CAIB exam time – it will not work for any other time slot. Your proctor will also receive their code via email as well.

All CAIB exams are closed books and have a max allotted time of 3.5 hours. Students can bring a writing utensil, a calculator, and a sheet of blank paper. Once you pay for your exam, you have 1 year to take it. Keep in mind that any exams that are incomplete and have not been taken within the timeframe will be cancelled with no refund. More details about the exam here.

Deferring CAIB Exam

In the event that the candidates cannot write their exam for any reason, they are able to defer their exam free of charge once. Subsequent deferrals are subject to a fee of $50 plus tax.

Cancelling CAIB Exam

If students need to cancel their exam and have not initiated the exam, they will be able to receive a full refund. If you have life circumstances which impede your ability to write an exam, we recommend cancelling the exam in order to avoid possible deferral fees if you need to keep deferring your CAIB exam.

Registering for CAIB Exams in Nova Scotia

Eligibility:

Candidates will need to take the corresponding CAIB course to ensure they are prepared to challenge and register for the CAIB exam. All CAIB exams are conducted online, cost $355+HST, and are 3.5 hours long.

CAIB Exam Registration Process:

Step 1 – Study CAIB Materials

Spend ample time studying CAIB materials (CAIB 1, CAIB 2, CAIB 3, or CAIB 4) corresponding to the exam level you plan on completing. Study all the sections, practice answering questions from each module, and familiarize yourself with the exam layout. We have information on all of that and more inside the course to ensure you’re successful! For a comprehensive explanation of the exams, read our comprehensive article.

You can book and choose your exam date at any time during your exam prep. When it comes to choosing your exam dates, we have 2 recommended methods:

1. If you want to keep yourself accountable, you can also book the exam 3-6 weeks out from when you start. That way, you have to stick to a study schedule.
2. You can wait until you’ve gone through the program and you’re just doing your revisions. Booking at this time means you’ll have a better idea of when you’ll be ready to write.

Step 2 – CAIB Exam Through Captus Press

Students will have to register through ibans.com first to become association members, then continue onto Captus Press. To do this, simply go to the “My Course” page and link the link “Register for an online exam”.

Step 3 – Select Your Proctor

This step only applies if you are nominating a proctor for your online exam. Proctors can either be supervisors, managers, or brokerage principals. Once you have selected a proctor, send an email to exams@ibans.com, including info on your exam date and time and your proctor’s contact info (name, phone number, and email). Don’t forget to copy them in this email.

Step 4 – Exam Confirmation

Once you are approved, you will receive an email with exam login codes. These codes are only valid for the date and time that you have selected for your exam.

Deferral and Cancellation:

Since students are able to select their preferred date and time, deferrals are not accepted unless of an emergency. For further details on cancellations, please contact IBANS.

ONLINE vs In-Person CAIB Exams

This is a question we get asked a lot by students. While there isn’t any hard and fast rule for which is better, my general advice is to write it on paper if you can. When writing a paper exam, it is easier to flip back and forth throughout the exam and you can also do things like crossing out incorrect multiple choice options or highlighting key parts of a short answer question. Paper-based exams are rare, though, nowadays, as even in-person exams are now computer-based.

If you opt for a virtually proctored exam because you want to write the in comfort of your own home or office, then ensure you test out the technology beforehand so everything is working smoothly.

If you choose to write at an exam location (whether computer-based or paper-based), ensure you budget enough time to arrive 15-30 minutes ahead of time. Make time for parking and traffic as well.

Ready to Register for your CAIB exam?

This consolidated guide simplifies the CAIB exam registration process across provinces, ensuring you have the information needed to navigate each step confidently. Need to enroll in CAIB courses? Head over to the respective courses: CAIB 1, CAIB 2, CAIB 3, and CAIB 4.