Consolidated Statutes and Regulations
Consolidated Statutes
Consolidated Regulations
Annual Statutes and Regulations
Annual Statutes
Annual Regulations
Additional information
Québec Official Publisher
What’s new?
Information note
Policy of the Minister of Justice
Laws: Amendments
Laws: Provisions not in force
Laws: Provisions brought into force
Annual Statutes: PDF versions since 1996
Regulations: Amendments
Annual Regulations: PDF versions since 1996
Court Decisions
D-9.2, r. 13.1 - Regulation of the Chambre de la sécurité financière respecting compulsory professional development
Section 4
Disposition versions
4. The following, in particular, are subjects specific to insurance of persons:
(1) client counselling;
(2) underwriting or risk management;
(3) disability insurance;
(4) life insurance;
(5) trusts;
(6) risk management in insurance of persons;
(7) underwriting in insurance of persons;
(8) accident or health insurance plans;
(9) segregated funds;
(10) strategy of wealth accumulation and use;
(11) financial needs analysis;
(12) deferred income plans;
(13) investor profile and asset allocation;
(14) investment strategy;
(15) retirement and estate planning.
The following, in particular, are subjects specific to group insurance of persons:
(1) client counselling;
(2) underwriting or risk management;
(3) disability insurance;
(4) life insurance;
(5) group insurance and group pension plans;
(6) benefits and underwriting in group insurance and group annuity plans;
(7) setting up a group insurance and group annuity program;
(8) preparing a rate schedule and analyzing group insurance and group annuity quotes;
(9) preparing a group insurance and group annuity recommendation;
(10) public and private plans;
(11) processing group insurance claims.
The following, in particular, are subjects specific to group savings:
(1) client counselling;
(2) underwriting or risk management;
(3) retirement and estate planning;
(4) trusts;
(5) strategy of wealth accumulation and use;
(6) deferred income plans;
(7) mutual funds;
(8) investor profile and asset allocation;
(9) investment strategy;
(10) knowing the client;
(11) registered plans.
The following, in particular, are subjects specific to scholarship plans:
(1) client counselling;
(2) underwriting or risk management;
(3) investor profile;
(4) knowing the client;
(5) strategy of wealth accumulation and use;
(6) scholarship plans.
