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Group Insurance Certificate Program

Is one of your practice goals to expand and establish a link to the group insurance business? Are you currently leaving a lucrative group insurance opportunity on the table? If so, this certificate program is for you.

Through the Group Insurance Certificate program, you will gain an understanding of the full range of group benefit coverages and plans for employee groups. You will also learn about plan funding, administration, and special marketing protocols, as well as the underwriting and claims processes of group benefit plan management.

CHS 504 Challenge Exam

Students that have completed the Critical Illness Insurance, Long-term Care and Group Insurance Certificate Programs qualify to challenge the CHS 504 exam. The CHS 504 Challenge Exam must be completed within 4 years from the registration date of the initial certificate program.

Who Should Enrol?

  • Individuals looking to earn a certificate in group insurance
  • Individuals looking to obtain a greater understanding of group insurance

Core Modules

To successfully obtain the Group Insurance Certificate, students must complete all 12 modules in this program within one calendar year. Enrol in each module individually or by program.

Group: Addressing Risk3 CE

Following an introduction to group insurance, underwriting methods and insurable groups, this module addresses the issues of risk and the uncertainty of financial loss, with a focus on pure risk.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand and explain the concept of risk management and risk management techniques


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Benefit Plan Management3 CE

Employers or other sanctioned organizations offer benefit coverage and plans to various groups including single-employer plans, multi-employer plans, association plans and creditor plans. This module also addresses the key participants and features for group benefit plans.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the fundamental principles of group insurance in determining those eligible for group insurance coverage
  • Explain the critical areas of plan management activities, specifically: plan design, plan funding and plan administration


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Plan Design & Funding3 CE

This module compares group insurance and individual insurance, with a focus on the benefits of group insurance. This module also provides a general overview of the key funding methods and factors that impact the options for managing the associated financial risk or liability.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Describe the design steps in developing a new group plan or revising an existing plan
  • Explain methods available to the employer to manage risk in the group benefits plan, including insurance, risk sharing and risk acceptance
  • Distinguish between fully pooled, prospectively rated and experience rated for insured funding given assumption of liability or risk, annual financial accounting for experience results and the basis for premium rate determination on renewal
  • Understand the methods of self-insured funding including ASO agreements and self-insured with pooling


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Plan Administration4 CE

Benefit plan administration includes a wide range of tasks that vary depending on whether the plan is new, established or undergoing changes. This module focuses on basic administrative activities and various approaches for carrying them out.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the features and differences of administrative approaches including self-administration, insurer administration and Third Party Administration (TPA)
  • Explain the benefits of an administration manual from the perspective of employee enrollment, changes in coverage, premium administration, claims administration and other important processes
  • Consider the influence of the CLHIA Group Life and Health Insurance Guidelines on proper group plan administration


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Claims Administration3 CE

This module provides a description of the process and considerations for health care, dental care and disability claims submissions, and explains the role of the claims analyst with emphasis on the timely and accurate payment of claims.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the role of the claims analyst
  • Explain the claims administration process
  • Identify the unique aspects of health insurance claims administration including drug and dental claims
  • Understand and apply the COB guidelines in determining the proper handling of claims where there is duplicate coverage, particularly in situations where either spouses or common law partners have separate coverage


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Underwriting4 CE

A detailed discussion on how group insurance is priced, factors considered in pricing, and the types of claims considered. In each case, the cost of the claim incurred, claims paid, and reserves are related as critical parts of the pricing process. Plan expenses, plan design and group characteristics are also identified as integral parts of pricing.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the underwriting process for pricing group insurance products
  • Learn the process of setting premium rates including manual rate setting, pooled rating and experience rating
  • Identify the objectives of renewal premium underwriting and the process for reviewing the group's experience and determining prospective premium rates


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Disability Income Replacement4 CE

An in-depth review of group insurance income replacement plans, which protect employees against loss of income in the event of a short-term disability. Topics covered include design, funding and administration for various types of plans, accounting requirements, managing employee absence, and the cost of providing benefits.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the meaning of sick leave, salary continuance and weekly indemnity plans
  • Explain the rationale for coordinating employer STDs with government plans including Workers' Compensation, Employment Insurance and the Canada or Quebec Pension Plan
  • Learn the structure of registered weekly indemnity and short-term disability plans and their coordination and integration with government Employment Insurance
  • Understand characteristics of long-term disability plans and their purpose in providing extended disability benefits to the employee


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Extended Health Care Benefits3 CE

A review of the services offered under extended health care plans. This module addresses plan design and administration of extended health care plans, as well as special features such as deductibles, co-insurance, benefit maximums, customary charges and covered expenses.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the types of benefits offered under extended health care plans
  • Explain the integration of extended health care plans with government plan
  • Identify the plan designs and benefits offered under Private Health Services Plans as defined by Canada Revenue Agency
  • Understand the relevance of provisions in managing plan costs


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Dental Coverage2 CE

An overview of the services offered under dental care plans. For group insurance purposes, dental care services are generally grouped into basic or routine care, major restorative and orthodontic services.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the types of benefits offered under dental care plans from basic care, major restorative care and orthodontic services
  • Identify the characteristics of covered groups that can affect dental plan utilization
  • Explain the role of dental care providers generally described as licensed dentists, denturists or hygienists
  • Describe cost containment and plan design measures for group dental plans


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Wellness Programs2 CE

With a focus on the design, administration, taxation and funding considerations of Employee Assistance Programs and wellness programs, this module discusses the ancillary benefits employers might provide such as family benefits, financial benefits, and group legal insurance.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the role of EAPs in providing services to improve an employee's well-being and productivity
  • Explain the primary services offered by an EAP program including confidential consultation/counseling with employees and/or their family members
  • Describe the objective of wellness programs to support and encourage healthier lifestyles for employees
  • Identify factors to consider in implementing a wellness program


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 2 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $30.00 plus shipping & taxes

Non-members: $45.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Flexible Benefit Plans4 CE

In flexible benefits plans, the employees decide how employer benefit dollars are spent on their behalf. This module addresses the services and limits offered under flexible benefit plans, various approaches for introducing flexibility, and the pricing and credit structure of the plan.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understanding the specific factors which have contributed to employers reconsidering their approach to offering flexible benefit plans, including those related to employee needs and those related to employer needs
  • Explaining the types of approaches enlisted to introduce flexibility to group benefit plans
  • Identifying methods of pricing flexible benefit plan offerings
  • Defining the purpose and administration of flex credits


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 4 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $50.00 plus shipping & taxes

Non-members: $75.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1

Group: Insurance Marketing3 CE

A review of the processes involved in group insurance marketing. This module also defines the roles intermediaries such as agents, brokers, consultants, and account executives play in the marketing process.

  • Learning Objectives
  • Overview
  • Features
  • Delivery
  • Price
  • Bundle

  • Understand the special meaning of marketing in the group insurance arena
  • Appreciate the relationship between an employer, advisor and insurer when an employer markets a plan
  • Describe the role of brokers and consultants representing the employer for the employer's group benefits plans
  • Explain the activities of account executives in their role of helping facilitate the pre-sales activities of advisors
  • Understand the methods of marketing when asking for bids including negotiated placement, competitive bidding and closed bidding


Format: Online learning & quiz

Pre-requisites: None

CE Credits: 3 CE

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Additional Material:

  • Group Benefits Plan Management, Ann O'Neil, 2012 Edition, Members: $74.95 plus shipping & taxes | Non-members: $99.95 plus shipping & taxes

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online quiz (100% of overall mark)


  • 24/7 access to the Advocis Learning Centre
  • One-month window for completion
  • Two quiz attempts
  • Access to the Binder tool
  • Download content
  • Access to help for module-related questions
  • New audio tool available!

    Whether you're an auditory learner or you prefer to listen to your study material while driving or going for a walk, ReadSpeaker brings a text-to-speech functionality to the learning environment. You'll find the ReadSpeaker button at the top left corner of every course content page. Simply click the button and ReadSpeaker will read the content to you, including the option to highlight the text as it's being read, or if you prefer to listen to that page later you can download the page as an MP3.


  • Self-study: The Advocis online modules are designed as self-study, with success highly dependent on the student's personal discipline. Students are presented with learning content and a quiz to assess their overall understanding.


Members: $40.00 plus shipping & taxes

Non-members: $60.00 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 30 days after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process

Members: $405.00 plus shipping & taxes

Non-members: $688.50 plus shipping & taxes

Administrative Policies:

  • All purchases are non-refundable
  • There are no cancellations or extensions
  • Expiry date is 1 year after registration
  • Students must re-purchase after 2 unsuccessful attempts
  • Allow for 1-2 business days to access the module following the registration and payment process
Bundle  regnow1