How to begin?
You must have CAIB or CIP to be eligible for the program. Each stream has three mandatory courses offered by IBAO.

  • Personal Lines: Law and Ethics; Claims Management & Administration; Advanced Personal Lines
  • Commercial Lines: Law and Ethics; Claims Management & Administration; Advanced Commercial Lines
  • Broker Management: Law and Ethics; Claims Management & Administration; Business Strategies

Learners are required to complete three relevant elective courses, which can be taken from recognized colleges and universities. Please send the elective course descriptions to IBAO for approval BEFORE registering.


Advanced Personal Lines – 16 Technical Hours
Advanced Commercial Lines – 16 Technical Hours
Business Strategies – 20 Management Hours
Claims Management – 16 Technical Hours
Law + Ethics – 20 Management Hours

CPIB Transcript Fee: New from 2024, IBAO will charge $35 per transcript request.


Study at your own pace with resources and access to an experienced broker for advice.

Exams remain paper based and are held at brokerages on designated dates/times. Students are required to obtain their own proctor and space in their brokerage for their exam. IBAO is unable to support requests for off-site exam locations at this time. For questions, please contact

Register online

Register by form

Download the registration form, fill out all necessary details including study format and method of payment, and return to



+ $15
additional for
per module
Facilitators: Jeff Skelton
Materials: Textbook & Study Guide
Exam Fee: Included