CAIB 4 Classes

After you’ve been working in the insurance industry for a while and spent some time as a Level 2 licensee, it’s time for you to take the next step in your career.  If you want to manage or start your own brokerage, you’ll need to get what’s called a Level 3 license.  To do that in almost all Canadian provinces (aside from Ontario, Alberta & Quebec), you need to pass the CAIB 4 exam.

If you are struggling with the complex business concepts or don’t want to go through the HUGE textbook alone but can’t afford to take 1 week off and spend $1000 for a CAIB* 4 immersion course, we can help with our CAIB 4 class.

Our 8 hour long course is designed to teach students the brokerage management concepts needed to pass the CAIB 4* exam. Successful graduates should be ready to take their exam the following week with confidence.

Class enrollments come with an 8 month subscription to our online program.


The course delivers an in-depth dive into the different skills/topics needed to manage or run your own insurance brokerage.  Topics include: planning, organization, HR, leadership, sales & marketing, insurer/client relationships, financial management, brokerage technologies, and monitoring  & oversight.


Jacques has worked in education since 2009 and has been in the insurance industry since 2013.  In 2015, he won an Insurance Council award for academic excellence after scoring 97% in his CAIB* 3 exam (the highest mark in the province that year).  He brings his educational background and ability to simplify complex ideas to students through these online courses.

Outside of his day job as a insurance broker, he lends his industry expertise to readers by writing for Insuranceopedia (a Canadian insurance publication based in Alberta) and Trusted Union.

*我们可以用中文授课。联系我们。WeChat ID: jacqwongg


  • Register via our web form (classes are run in-person or online)
  • Call +1 778-652-3404
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