Insurance Fundamentals / General Licensing Course

Training Options

Option 1: Online

$ 800

Per Person
  • ITAC’s unique web-based education site makes training and accreditation quick and convenient.
  • Free Online Assessments Available
  • Includes ITAC pre-work assignments, practice exams and classroom workbook.
  • Price does not include IBAC textbook/manual and study guide
  • Price does not include exam fee of $64.40
Book Online Course

Option 2: Classroom

$ 800

Per Person
  • Classes will be conducted at the ITAC training center, located at 250 Brownlow Ave., Dartmouth, NS.*
  • Course Dates: The Superintendent of Insurance (Nova Scotia) holds examinations at the Dalhousie Student Union Building on the first and third Friday of every month.  Our courses are scheduled 3 days prior to the exam date.
  • Includes ITAC pre-work assignments, practice exams and classroom workbook.
  • Price does not include IBAC textbook/manual and study guide
  • Price does not include exam fee of $64.40
  • * minimum numbers required
View Upcoming Courses

Option 3: On Location

Call for a Quote

(902) 468-8631
  • We are prepared to come to any location where the need warrants*.
  • ITAC will take care of arranging the training facility to accommodate the group.
  • OR
  • ITAC has successfully conducted these courses exclusively for the staff of one broker*.
  • This format allows the additional benefit of promoting a Team Building environment with only your staff in attendance.
  • * minimum numbers required
Request a Quote

Program Outline

This is a three-day course designed to prepare the participant to write the General Licensing Examination. We have been conducting this course since January 1995 and have maintained an excellent success rate, in terms of examination pass.

We will conduct this course in any location where the need warrants!!

The positive feedback we have received from our participants to date has been extremely encouraging, however, we continuously monitor to ensure the highest level of training is offered!!

The course material, ‘Fundamentals of Insurance’, must be purchased in advance, through your local Broker’s Association. Course is based on the September 2005 edition.


Suzanne MacLellanSuzanne MacLellan, FCIP, CRM, LLQP

Suzanne owns and manages Insurance Training and Consulting (ITAC) Inc. She has been in the industry since 1983. Prior to joining ITAC in October of 1998, Suzanne was the Training Consultant for Royal & SunAlliance. Suzanne has her Associateship and Fellowship from the Insurance Institute of Canada, as well as a Certificate of Risk Management from the Society of Risk Managers. Suzanne also has her LLQP designation and is working towards her CFP.

In 2007, Suzanne acquired ownership of Founders Insurance Group Inc. She became the President/CEO in 2012. Founders Insurance has been providing insurance service solutions to clients since 1982 and has 4 offices located throughout Nova Scotia. Founders specializes in Auto Insurance, Home Insurance, Commercial Property & Liability Insurance, as well as Life, Health, and Travel Insurance.


Cathy BermundoCatherine Bermundo, B.Comm., A.I.T., CAIB, LLQP

Cathy joined ITAC Inc. in 2006, assisting ITAC in developing online tools to enhance the learning experience of our students. Prior to joining ITAC, Cathy worked as a consultant in business and information technology for over six years. Since joining ITAC, Cathy has added the CAIB & LLQP insurance designations to her other credentials, including a Bachelor of Commerce from Dalhousie University, diploma in Early Childhood Education, diploma in Applied Information Technology and Digital Publishing. In 2008, Cathy joined Founders Insurance Group Inc, first working in IT/Operations and onto personal service and currently holds a position in the commercial service department.

How to Become a Broker

Step Level Licensing

In effect as of January 1, 2007, there are 3 levels of insurance broker licenses:

  • Level One Brokers need to be supervised by level two or three brokers.
  • Level Two Brokers can work without supervision.
  • All offices must have at least one Level Three Broker.

Please refer to Insurance Agents License Regulations in your province for complete details.