Suggested exam preparation manuals for the skills evaluated by the Autorité des marchés financiers(amf) Summary tables Update 2015-05-01 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 01-101 Applying the legal concepts and legislation pertaining to insurance of persons and to the activity of a representative in insurance of persons sector A-101 01-201 Applying taxation concepts to professional practice - Insurance of persons A-201 01-301 01-302 01-308 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-308 1 that are currently prescribed are in effect until December 31, 2015. After this date, the exam preparation manuals pertaining to insurance of persons and group insurance of persons will no longer be available.
Accident and Sickness Insurance 01-102 01-305 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 02-106 activity of a representative in the sector of group insurance - Group insurance plans Group Annuity Plans Sector Class 02-107 activity of a representative in the sector of group insurance - Group annuity plans
Group Insurance of Persons Full Class 02-103 activity of a representative in the sector of group insurance Group Annuity Plans Adding a Sector Class 02-132 Applying legal and legislative concepts pertaining to the group insurance of persons Group annuity plans Group Insurance Plans Adding a Sector Class 02-131 Applying legal and legislative concepts pertaining to the group insurance of persons Group insurance plans
Damage Insurance and Claims Adjustment Personal-lines Damage Insurance 03-411 Recommend personal property insurance products adapted to the A-411 Commercial-lines Damage Insurance 03-413 Recommend commercial-lines property and civil liability insurance products adapted to the A-413 Damage Insurance Full Class 03-411 Recommend personal property insurance products adapted to the A-411 03-413 Recommend commercial-lines property and civil liability insurance products adapted to the A-413
Personal-lines Claims Adjustment 05-511 Settle personal property insurance claims based on the client s F-511 Commercial-lines Claims Adjustment 05-513 Settle commercial-lines property and civil liability insurance claims based on the client s F-513 Claims Adjustment Full Class 05-511 Settle personal property insurance claims based on the client s F-511 05-513 Settle commercial-lines property and civil liability insurance claims based on the client s F-513