Learning Path

Agent Training Program

The ATP supports new agents throughout their Greatway journey. This onboarding curriculum builds the knowledge, skills, and compliance foundation needed to serve clients confidently, meet regulatory requirements, and represent Greatway

Here's what you'll learn:

Identify client risks, gaps, and financial needs using KYC and Financial Needs Analysis
Deliver suitable, needs‑based insurance solutions
Apply ethical standards, regulatory requirements, and Fair Treatment of Customers

All course must be completed in order

2 Lessons

ATP 01 - Foundations Training

Accredited for CE Credits – ON 1.0, BC 1.0, MB 1.0, SK 2.0, AB 1.0, QC 2.0

2 Lessons

ATP 02 - Basics of Insurance Part 1

Accredited for CE Credits – ON 0.5, BC 0.5, MB 0.5, SK 1.0, AB 0.5, QC 1.0

2 Lessons

ATP 03 - Basics of Insurance Part 2

Accredited for CE Credits – ON 1.5, BC 1.5, MB 1.5, SK 1.5, AB 1.5, QC 1.0

2 Lessons

ATP 04 - Prospecting

Accredited for CE Credits – ON 1.5, BC 1.5, MB N/A, SK 2.5, AB 1.5, QC 2.0

2 Lessons

ATP 05 - Identifying the Problems

Accredited for CE Credits – ON 0.75, BC 0.75, MB 0.75, SK 1.5, AB 0.75, QC 1.0

2 Lessons

ATP 06 - Determining the Needs

Accredited for CE Credits – ON 0.5, BC 0.5, MB 0.5, SK 1.0, AB 0.5, QC 1.0

2 Lessons

ATP 07 - Providing the Solution

Accredited for CE Credits – ON 1.5, BC 1.5, MB 1.5, SK 2.5, AB 1.5, QC 2.0

2 Lessons

ATP 08 - Consolidating the Sale

Accredited for CE Credits – ON 0.5, BC 0.5, MB 0.5, SK 1.0, AB 0.5, QC 1.0

2 Lessons

ATP 09 - Client Delivery and Service

Accredited for CE Credits – ON 0.5, BC 0.5, MB 0.5, SK 1.0, AB 0.5, QC 1.0

2 Lessons

ATP 10 - Segregated Funds Basics

Accredited for CE Credits – ON 0.75, BC 0.75, MB 0.75, SK 1.0, AB 0.75, QC 1.0

2 Lessons

ATP 11 - Protecting the Financial Well-Being of Vulnerable Clients

Accredited for CE Credits – ON 0.5, BC 0.5, MB 0.5, SK 1.0, AB 0.5, QC 1.0

2 Lessons

ATP 12 - Recruiting, Agent Suitability and Supervision

Accredited for CE Credits – ON 0.5, BC 0.5, MB 0.25, SK 1.0, AB 0.5, QC 1.0

4 Lessons

2026 Detecting and Deterring Money Laundering and Terrorist Financing.

AML-ATF training covers Canada’s anti-money laundering and terrorist financing framework, key laws, FINTRAC’s role, and reporting duties. It highlights risk detection, compliance obligations, identity verification, and consequences of non-compliance.

Download your certificate

Complete all of the courses and obtain your certificate of completion

Reminder:

Agents who completed the ATP training and successfully passed all quizzes prior to June 1, 2026 are not required to retake this training. However, we encourage you to complete the updated version, as it reflects the most current guidelines and offers CE credits.