Continuing Education Credits

This course is approved for 2 CE credits in BC, MB, AB, SK, and RIBO (Personal Development Hours), as well as 2 PDUs (Insurance Techniques) with the ChAD.

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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