Currently, six Canadian jurisdictions require agents and brokers to secure continuing education credits. Under the agreement, Alberta, Saskatchewan, Ontario and the Chamber that administers CE for general agents and brokers in Québec have agreed to not impose any further CE requirements on a nonresident agent or broker who has met CE requirements in their home Canadian jurisdiction as long as that jurisdiction requires CE.

The Canadian Council of Insurance Regulators (CCIR) and the Canadian Insurance Services Regulatory Organizations (CISRO) have adopted a reciprocal licensing model for the insurance agent/broker licensing system in Canada. It is intended to harmonize the requirements faced by agents and brokers who are licensed or want to be licensed in multiple jurisdictions and by insurance companies with agents in multiple jurisdictions. Although Ontario, Newfoundland and Labrador are able to adopt this approach, Quebec requires a regulation change before it can be implemented.

Federal regulation
Insurance agents & brokers