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Insurance Ethics and Professional Practice Module (IEPP)
(Prerequisite course to qualify to write the provincial licensing examination)


Insurance Ethics and Professional Practice Module  

Prerequisite top-up module to qualify to write the provincial licensing examination if already licensed and seeking to expand services into Quebec (or if licensed in Quebec to another province).


Expand Your Ethics and Professional Practice Knowledge

The Insurance Ethics and Professional Practice module covers the curriculum prescribed by the Canadian Council of Insurance Regulators in a comprehensive yet concise manner. You'll gain a comprehensive knowledge of ethic and professional practice issues within the insurance industry.

This top-up module has an online examination.  It has been designed to reflect the content and examination requirements set out within the provincial regulators’ curriculum document.

Note : that the provincial examination will be an open book format and all candidates will be provided with an electronic copy of the module at the exam centre.   


Learn about:

  • Legal framework governing insurance
  • Insurance policy provisions
  • Claims and payments of proceeds
  • Rules and principles governing insurance agents
  • Insurance ethics and professional practice considerations


What's included in the Ethics and Professional Practice Module:

  • An electronic textbook consisting of  Ethics & Professional Practice (one module for Common Law and one module for Civil Code – you are given the choice of taking either one)
  • Extensive online learning activities such as client scenarios, practice exercises and quizzes
  • Access to assistance from CSI's academic support specialists

Note:  All students are required to register on the regulatorís national registry (CIPR) upon enrolment into this course. You will not be able to access course material until your CIPR registration has been completed. Details on how to register can be found in your enrolment letter as well as when you sign into your online course. CSI will be notified by CIPR as soon as your registration has been completed and your course materials will then be released the same or next business day.

We will update CIPR, showing your eligibility to challenge the provincial exam the next business day after you have successfully completed all required modules.

Approximate Hours of Study**
Hours of Study 30 - 40 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the examinations, CSI has prepared this estimate of the number of hours an average participants could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance would not take longer than the maximum.



This module corresponds with the provincial licensing examination requirements.

You need a minimum score of 60% to pass exam (there are no assignments). If necessary, you have up to three attempts at the exam.

Successful completion of the Insurance Ethics and Professional Practice Module entitles you to write the provincial top-up  exam in order to obtain a life insurance license and/or accident and sickness license in Quebec, or if you are licensed in Quebec, in another province.

You have up to one year after successfully completing the CSI exam to sit for the corresponding provincial licensing exam. However, it is recommended that you sit for the corresponding licensing exam soon after successful completion of the course, as your knowledge and understanding of the subject matter will be fresh and current.

EXAM STRUCTURE (Insurance Ethics and Professional Practice Module)
(weightings are approximate)
Ethics and Professional Practice  Module (For All Provinces & Territories except Quebec)
Integrate into practice the legal aspects of insurance and annuity contracts 60%
Integrate into practice the rules governing the activities of life insurance agents 40%
Ethics and Professional Practice Module (Quebec only )
Understand the legal framework governing insurance of persons 20%
Integrate into practice the legal aspects of insurance and annuity contracts 40%
Integrate into practice the rules governing the activities of representatives in insurance of persons 40%
Exam 1
Exam Format On-line
Exam Length

60 minutes

Question Format Multiple Choice
Questions Per Exam 30
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None
Enrolment Period 1 year

On successful completion of all modules, you will be able to download a Notice of Course Completion through your student profile. This will remain on your profile as formal indication of course completion.

CSI will enter your results into CIPR the insurance regulator’s national registry of individuals that confirms final examination results). Once your successful results are entered into CIPR you may apply with your provincial regulator to write the appropriate examination(s). Students will be provided with details on how to register with CIPR upon enrolment.

†Please note: This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

Continuing Education (CE) Credits

Continuing education information on this new course will be available for publication in September once all applications have been submitted and approved by the organizations that oversee continuing education.