Self-Study Resources

Individuals who prefer to study on their own may find the following resources useful:

  • The RIB Act, Ontario Regulations 989, 990 and 991, RIBO By-laws
  • Financial Management Supplement
  • PB Handbook
  • Guidelines to Assist in Completing FORM 1
  • Form 1 Position Report
  • Guidelines on Marketing Practices
  • “C.A.I.B. Volume IV” available from:
    I.B.A.O. (Insurance Brokers Association of Ontario)
    1 Eglinton Avenue East, Suite 700
    Toronto, Ontario M4P 3A1
    Telephone: (416) 488-7422 / 1-800-268-8845
    Fax: (416) 488-7526
    www.ibao.org
  • “C132 Practical Issues Broker Management” available from:
    The Insurance Institute of Ontario
    18 King Street East, 16th Floor
    Toronto, Ontario M5C 1C4
    Telephone: (416) 362-8586
    Fax: (416) 362-1126
    www.insuranceinstitute.ca