Alberta Level 3 Study Guide

If you’re on this page, you’re likely looking to advance your career and become a principal broker or nominee at your branch/brokerage or even take the leap to becoming a business owner.  Congratulations!  To do this, you need to pass the Alberta Level 3 exam and apply to the Alberta Insurance Council for your Level 3 license.

Unlike the previous exams which focus mostly on insurance concepts, this exam tests mostly brokerage management skills to prepare you for your new role as a leader in the insurance industry.

Who needs this Alberta Level 3 Study Guide?

By the time you get to this stage in your career, many students find it difficult to find time to study on top of their family life and professional responsibilities.  In my experience, this is the main barrier preventing people from taking that first step.

Our Alberta Level 3 Study Guide (alongside the Alberta Level 3 Supplement available through the IBAA) is designed for busy working professionals and cuts down on your study time by focusing on core concepts and explaining them in a simple way.  We’ve taken everything you need to know and condensed it down into 53 easy to understand pages to help you pass the exam faster.

As a special bonus, a free set of practice questions are also included with your purchase.

Topics covered in this study guide:

1. Planning at your Brokerage
2. Brokerage Organization
3. Human Resources Management
4. Leadership
5. Sales & Marketing
6. Broker-Insurer Relationships
7. Building Relationships with Customers
8. Financial Management
9. Brokerage Technologies
10. Monitoring & Oversight

As you can see, the topics covered in this study guide and on the exam are meant to make you a more effective leader and teach you the skills required to run your brokerage successfully.

Track Record

Discounts given if purchasing Alberta 1 & 2 notes as well.

Alberta Level 1 Notes & Alberta Level 2 Notes are also available.