Continuing Education Credits

This course is approved for 2HR CE Credits for BC, MB, AB, SK and RIBO (personal development hours).

Course Objectives

By the time you’ve completed this course you’ll be equipped to:

  • Learn what a captive is, who it’s for, and why more companies are using them to manage risk.

  • Evaluate candidates, choose a domicile, and set up a captive step by step.

  • Know what it takes to operate a captive, including expenses, timelines, and regulatory requirements.

  • Learn key statements, ratios, and red flags to watch—plus how they impact business strategy.

Course curriculum

    1. Welcome to Captive Insurance: From Concept to Execution

    2. Important Course Instructions for Certificate Issuance

    3. Course objectives

    4. Downloadable Material

    1. Introduction and objectives

    2. What is a Captive

    3. Why would a company choose to set up a captive

    4. What makes a company an ideal candidate for a Captive today

    5. Chapter 2 - Quiz

    1. Introduction and objectives

    2. Types of Captives

    3. What risks are most commonly put into a Captive

    4. Fronted vs non-fronted Captives

    5. How are claims that occur in a Captive handled

    6. Chapter 3 Quiz

    1. Introduction and objectives

    2. Risk management, risk transfer and risk finance

    3. Costs involved in setting up a Captive

    4. How do Captives generate and manage profits

    5. Chapter 4 Quiz

    1. Introduction and objectives

    2. What is a feasibility study

    3. Timeline for setting up a Captive

    4. Who are your Captive's key service providers

    5. What is fronting

    6. Understanding the flow of funds in a fronted Captive

    7. Chapter 5 Quiz

    1. Introduction and objectives

    2. What is a Captive domicile

    3. What are the most common domiciles

    4. Chapter 6 Quiz

About this course

  • 46 lessons
  • 2 Hours of CE Credits

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