Broker Continuing Education

Accredited Courses

The Receivables Insurance Association of Canada promotes educational opportunities through courses available through our members. For those provinces in which continuing education credits are required, please contact the individual member to determine if their course has been so authorized. Courses are available for Canadian insurance brokers, the banking industry and businesses.

The Atradius course is geared to Property and Casualty brokers to provide an understanding of receivables insurance. It can also be tailored for lawyers, bankers and accountants.

What is Covered

This program covers the following areas:

  • What receivables insurance does and does not cover
  • The receivables insurance policy – what it looks like and the key components
  • Receivables insurance around the world and in Canada
  • Broker Involvement and benefits
  • Examples
  • Case Studies
Course Format

2 hours of lecture time delivered in person

Registration

Tania Rivard, Atradius Canada

866.550.5445  |  Click here to Email Tania Rivard

The Coface course is geared to Property and Casualty brokers who do not specialize in the marketing of receivables insurance.

The program will provide a history of receivables insurance in Canada and throughout the world, its use as both a domestic and export risk mitigation tool and the common questions raised by the target audience.  The broker will learn what the common coverage entails, typical exclusions of coverage and the basics of the “language of receivables insurance” in order to be proficient in discussing coverage with a client.

In addition to the details of the policy forms, participants will be provided with insight regarding the benefits to the client of using receivables insurance – as a pure risk mitigation tool, as an enhancement for new or existing bank lines, to provide a competitive advantage through opening up new markets, allowing for larger credit lines to be offered to customers, as well as the ability to outsource some or all of a client’s credit function.

The course will also cover the benefits to the brokerage in providing receivables insurance. Knowledge of as broad a range of products as possible best serves the client and also protects the broker’s book of business from competitive advances by other brokers who are using receivables insurance to leverage new relationships.

What is Covered

This program covers the following areas:

  • A history of receivables insurance in Canada and globally
  • The use of receivables insurance for domestic and export risk mitigation
  • An understanding of common coverage
  • Benefits of providing receivables insurance to the brokerage
Course Format

2 hours of lecture time followed by 30-60 minutes question and answer period.

Registration

Nocolas Barrandon, Coface Canada

647.426-4031  |  Click here to email Nicolas Barrandon

The Euler Hermes course is geared to Property & Casualty Brokers who are new to the product or looking to learn more about receivables insurance and how it can be leveraged to bring additional value to their customers.  A tailored course for bankers is also available.

The course will provide a technical overview of receivables insurance, reviewing what the policy covers and how it reacts in different environments.  Brokers will then learn about the main benefits of credit insurance as well and who is most inclined the purchase the product.  The discussion is supported by examples and case studies that will help brokers understand and position the benefits of receivables insurance with their clients.

What is Covered

The program covers the following areas:

  • Receivables Insurance basics
  • Who buys receivables insurance, and why?
  • Examples and case studies
  • Receivables Insurance market overview
  • Broker Benefits
Course Format

1.5 hour lecture time followed by 30 minutes Q&A

Register

Jocelyn St-Onge, Manager, Strategic Partners, Euler Hermes Canada

416-951-6726  |   Click here to email Jocelyn St-Onge

Global Credit Risk Management has developed an Accounts Receivable Insurance course for Property and Casualty brokers, and one for bankers.  This course will be delivered by an insurance broker to insurance brokers and is designed to provide an overview of the accounts receivable insurance industry including the product, the market and the benefits to policy holders.   The course is accredited with RIBO and will provide all participants with one hour of professional development.

What is Covered

The program covers the following areas:

  • What is Accounts Receivable Insurance?
  • The Size and Scope of the Accounts Receivable Insurance Market in Canada
  • Reasons Companies Buy Accounts Receivable Insurance (with case studies)
  • Types of Policies
  • Examining the Broker’s Role
Course Format

45 minutes lecture time and 15 minutes of Q&A.

Register

John Middleton, Global Credit Risk Management

416-889-5932  |  Click here to Email John Middleton