Suggested exam preparation manuals for the skills evaluated by the Autorité des marchés financiers(amf)

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1 Suggested exam preparation manuals for the skills evaluated by the Autorité des marchés financiers(amf) Summary tables Update Consult the following tables to identify the sets of exam preparation manuals recommended for each of the skills evaluated in the sector or the sector class you have chosen. To order these sets of manuals, please consult the AMF Exam Preparation Manuals online website. For any questions regarding access to professional practice, please contact the Information Centre. Insurance of Persons and Group Insurance of Persons 1 Insurance of Persons Applying the legal concepts and legislation pertaining to insurance of persons and to the activity of a representative in insurance of persons sector A Applying taxation concepts to professional practice - Insurance of persons A Preparing an individual life insurance plan adapted to a, in particular on the basis of an analysis of the client s financial situation and ability to pay the premium Preparing an individual disability insurance plan adapted to a, in particular based on an analysis of the client s financial situation and ability to pay the premium Preparing a segregated funds proposal and an individual financial products plan adapted to a A-301 A-302 A that are currently prescribed are in effect until December 31, After this date, the exam preparation manuals pertaining to insurance of persons and group insurance of persons will no longer be available.

2 Accident and Sickness Insurance Applying legal and legislative concepts pertaining to accident and sickness insurance and to the activity of a representative in the sector class of accident and sickness insurance Preparing an accident and sickness insurance plan adapted to a client's needs, in particular on the basis of an analysis of the client's financial situation and ability to pay the premium A-102 A-305 Group Insurance Plans Sector Class activity of a representative in the sector of group insurance - Group insurance plans Group Annuity Plans Sector Class activity of a representative in the sector of group insurance - Group annuity plans

3 Group Insurance of Persons Full Class activity of a representative in the sector of group insurance Group Annuity Plans Adding a Sector Class Applying legal and legislative concepts pertaining to the group insurance of persons Group annuity plans Group Insurance Plans Adding a Sector Class Applying legal and legislative concepts pertaining to the group insurance of persons Group insurance plans

4 Damage Insurance and Claims Adjustment Personal-lines Damage Insurance Recommend personal property insurance products adapted to the A-411 Commercial-lines Damage Insurance Recommend commercial-lines property and civil liability insurance products adapted to the A-413 Damage Insurance Full Class Recommend personal property insurance products adapted to the A Recommend commercial-lines property and civil liability insurance products adapted to the A-413

5 Personal-lines Claims Adjustment Settle personal property insurance claims based on the client s F-511 Commercial-lines Claims Adjustment Settle commercial-lines property and civil liability insurance claims based on the client s F-513 Claims Adjustment Full Class Settle personal property insurance claims based on the client s F Settle commercial-lines property and civil liability insurance claims based on the client s F-513

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