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How to Prepare for Your Insurance Exam

STEP 1: PRINT OUT THE NOTES

The notes should form the core of your exam preparation strategy so the first thing you should do is print them out along with the glossary of key terms and the paper practice exam.

If you don’t have access to a printer, let me know and we can mail you a physical copy for a small fee depending on the course (we offer this as a courtesy to students and do not charge for labour).

STEP 2: VIEW THE LECTURES

With the notes in front of you, watch the lecture videos. The videos will give you more examples and take you through the key concepts in a simple and easy-to-understand way.

But don’t just watch the videos passively – learn actively. As you’re listening, try to digest the information and make little notes or annotations on top of the note package you printed out in Step 1. By listening actively and putting the concepts/ideas into your own words, you’re making sure that you’re paying attention and really absorbing the material.

STEP 3: CHAPTER QUIZ

At the end of each chapter, take the quiz before moving on. This is just to make sure you’ve paid attention and have picked up the key points. If you performed poorly on the chapter quiz, go back and review the lectures/notes again before proceeding. The material is cumulative so you want to make sure you don’t have any holes in your understanding moving forward.

STEP 4: MIDTERM REVIEW

For most courses, you’ll reach the midterm review section roughly halfway through.

Here, you’ll find a larger midterm exam – unlike the chapter quizzes, the exam will be more extensive and will test to see if you’ve picked up on the little nuances and tricks from the previous chapters.

If there’s anything you don’t understand, there’s a place there as well for you to reach out and ask questions – just fill in the form and someone will respond via email (the live chat is also a great way to ask questions at any stage).

STEP 5: MAKE TABLES

This tip comes courtesy of one of our students who also happens to be a PhD Candidate in Neuroscience.

In the course, you’ll find a lot of things that can work well in tables. For example, you can use tables to compare and contrast different policies and their coverage/exclusions (ie. comparing the Fire Policy to Homeowner Basic, to Homeowner Broad, to Comprehensive).

This simple trick of making comparison tables helps you differentiate and memorize things easier while also promoting active learning.

STEP 6: FINAL REVIEW

After the midterm, there will be a few more modules for you to study (repeat Steps 2 & 3).

At the end of the course, you’ll find a larger final exam will tests you on all the concepts you’ll need to understand for the actual licensing exam. Use this to assess your overall readiness. If you find chapters where your understanding is weak, go back and review the notes/lectures or ask for help.

You should avoid doing the same practice questions too many times because you’ll just start to memorize the answers. To further refine your understanding or to pinpoint certain chapters that need work, check out the Additional Practice Questions PDF in the “Downloads” section of the course.

STEP 7: REGISTER FOR THE EXAM & APPLY FOR YOUR INSURANCE LICENSE

Every province has a different procedure for how to register for the exam and it can change from time to time. We’ve put together a guidebook for each province on how to register for insurance exam and apply for your license.

If you need more help with any of the above steps, send us a message.