Exam Registration Guide - For Prospective Advisors

Welcome to the
Licensing Exam Registration Guide!

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Message from the Chief Agency Officer CONTENT FAQs CONTACT US

Congratulations! table of back next
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You are one step closer in becoming
an AIA Insurance Entrepreneur!

At AIA, it is important to us that we support you, our agency partners, in your
journey especially as your start your career with us. This guide contains
everything you need to know about taking your Licensing Exams. It
includes a step-by-step instructional guide to help you understand what are
the types of examinations, how to register, and tips on how to take the exam
I wish you all the best in your Licensing Exams and I look forward to future
successes together!

Yung Kang Ng
Chief Agency Officer, AIA Philam Life

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This is a PDF. Click on the page in the contents you want to visit to jump straight to it.

Getting Started | a quick start guide to your exam registration
Step 1 Required Training Courses | courses you need to complete before taking the exam
Step 2 Paying for Your Exam | fees and payment tips
Step 3 Registering for Your Exam | guidelines in signing up for your licensing exam
Step 4 Documentary Requirements | preparing your supporting documents
Step 5 Submitting your Requirements | how to send your documents

Frequently Asked Questions Tips for You

General FAQs Exam Do’s and Don'ts
IIAP FAQs Other Reminders
IC FAQs
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Getting Started

a quick start guide to your exam registration

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Ordinary Life and Variable Life table of back next
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Definitions are taken from PCTC and ULP Course Glossaries

Ordinary Life Variable Life

Whole Life Insurance is a type of permanent Variable Life Insurance is a variation of
life insurance which provides a level death permanent life insurance that offers cash
benefit upon the insured’s death, or a cash values that fluctuate based on the
endowment upon policy maturity that is equal performance of the underlying mutual funds
to the death benefit. Whole life insurance in the investment account
policies also accumulate cash values.

Two types of whole life insurance policies are:
1. Ordinary / Straight Life
2. Limited Pay Life

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Types of Exams CONTENT FAQs CONTACT US

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As an AIA insurance entrepreneur, an
Ordinary Life Insurance License allows
you to offer protection solutions to your
clients. You must pass the OL Exam to
obtain your license.

If you wish to expand your portfolio to
include variable life insurance, you must
have the Variable Life Insurance
License. To obtain you license, you
must pass the VUL Exam.

To date, there are two
partners of AIA who
provide these exams:
IC and IIAP

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Register for your License Exam in 5 easy steps! table of back next
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Click on the links in RED below to know more!

12 3 4 5

Take and pass the required Pay the exam fee at any BPI Register for the exam by To complete your Wait for the
training courses on the branch nationwide or via answering the Exam registration, submit the acknowledgement and status
Learning Management online facility Registration Form here. required documents via of your registration via email
System email within 2 working days.
Click here for exam fees Be ready with the following
For OL License: PCTC information: Click here for mandatory
For VUL License: ULP Click here for payment 1. Your iRecruit ID No requirements
guidelines 2. Your Recruiter and/or

Leader’s Agent Code
3. Your Agency and Region
4. Bank Reference Number

You may also view the summary for each exam type by clicking on these buttons

OL Exam by IIAP OL Exam by IC VUL Exam by IC

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Everything you need to know about CONTENT FAQs CONTACT US
OL Exams offered by IIAP
GO BACK TO back next
(AS OF JUNE 1, 2021)
SUMMARY

How can you take your exam? How much are the IIAP exam fees? What are the IIAP requirements?

PHP 1,200.00 Click each item to know more

FOR RETAKE: PHP 1,200.00 01 Registration via Exam Registration Form

Online TIPS in filling out the MS Forms here

To complete your registration,
email the following requirements here

02 Proof of Payment
03 Scanned copy of any valid government

ID with 3 specimen signature

Onsite/Offsite PHP 950.00

Applicable only to Manila, Cebu and Davao FOR RETAKE: PHP 475.00

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Everything you need to know about the CONTENT FAQs CONTACT US
OL* and VUL Exams offered by IC
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(AS OF JUNE 1, 2021) *OL Exams available only for Cebu and Davao
SUMMARY

How can you take your exam? How much are the IC exam fees? What are the IC requirements?

PHP 1,010.00 Click each item to know more

FOR RETAKE: PHP 1,010.00 01 Registration via Exam Registration Form

Online TIPS in filling out the MS Forms here

PHP 1,010.00 To complete your registration,
email the following requirements here
FOR RETAKE: PHP 1,010.00
02 1 X 1 photo
Onsite/Offsite
(colored, in business attire, white background)
Applicable only to Manila, Cebu and Davao
03 Proof of Payment
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04 Scanned copy of any valid government
ID with 3 specimen signature

05 Certificate of Completion:

PCTC for OL
ULP for VUL

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Have you
finished reading
the quick start
guide?

If so, proceed to Step 1 – Required
Training Courses

If not, click here to return to Step –
Getting Started

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Step 1
Required Training
Courses

courses you need to complete
before taking the exam

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Required Course Certificates CONTENT FAQs CONTACT US

Here are the sample course certificates that you will need for your registration table of GO TO ALL back next
contents DOCUMENTS

PCTC for the OL License ULP for the VUL License

*For IC OL Exam only Did you find this guide helpful?
Click here and let us know!
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Did you finish
your pre licensing
courses?

If so, proceed to Step 2 – Paying for your
exam
If not, click here to return to Step 1 –
Required Training Courses

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Step 2
Paying for your Exam

fees and payment tips

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Here is a snapshot of the exam fees CONTENT FAQs CONTACT US

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SUMMARY

OL EXAMS by IIAP VUL EXAMS by IC OL EXAMS by IC
PHP 1,200.00
ONLINE PHP 1,200.00 PHP 1,010.00

>non face to face PHP 950.00 PHP 1,010.00

ONLINE PHP 475.00 PHP 1,010.00
R E TA K E
PHP 1,010.00
ONSITE
OFFSITE Did you find this guide helpful?
Click here and let us know!
>face to face either at
AIA office or partner’s
office

ONSITE
OFFSITE
R E TA K E

15
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Paying your Exam Fee: Option 1/2 GO BACK TO back next

SUMMARY

There are 2 ways you can deposit your Ordinary Life Onsite Exam with BPI.
As of June 2021, BPI is the only bank in which you can pay for your exam.

BPI Over-the-counter Account Name: PHILAG
Reference number: 006042071F

1 234 5

Claim your queue Tap deposit and enter Get your queue Give your queue Scan or take a photo
number at the BPI Philam Life's bank number and wait for number to the teller of the deposit slip
Express assist Kiosk details. your number to be and the cash or that will be issued to
flashed on the LCD check that you will you by the bank teller
screen. deposit
Click here for a sample
deposit slip

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Paying your Exam Fee: Option 2/2 GO BACK TO back next

SUMMARY

There are 2 ways you can deposit your Ordinary Life Onsite Exam with BPI.
As of June 2021, BPI is the only bank in which you can pay for your exam.

BPI Express Online Account Name: PHILAG
Reference number: 006042071F

1 23 4 5 6

Log in to BPI online Fill out the Once enrolled, you Confirm the details Enter your mobile Save a screenshot of
or BPI Mobile app details under can now pay online. of your transaction. key or One Time your payment
then click “Payments “Enrollment of Bills“ Use your Agent Code Click on "Confirm" Pin (OTP) then confirmation
& Reloading,” “Bills and choose “Philam + F for ATL and the select submit Click here for a
Payment,” and Life Agents above number if new sample screenshot
“Enroll All Other Bills” (PHILAG)” recruit

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Sample BPI deposit slips (1/2) CONTENT FAQs CONTACT US

Here are the sample BPI deposit slips that you will need for your registration table of GO TO ALL back next
contents DOCUMENTS
IIAP OL Exams
IC OL and VUL Online, Onsite/Offsite
Exams

Online Onsite/Offsite

1,200.00 950.00

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Sample BPI Online confirmation screenshots (2/2) CONTENT FAQs CONTACT US

Please take note of the CONFIRMATION NUMBER found at the bottom of the table of GO TO ALL back next
Screenshot. You will need this for your registration contents DOCUMENTS

IIAP OL Exams IC OL and VUL Online,Onsite/Offsite
Exams

Online Onsite/Offsite

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Click here and let us know!

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Have you paid for
your exam?

If so, proceed to Step 3 – Registering
for your exam
If not, click here to return to Step 2 –
Paying for your exam

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Step 3
Registering for
your Exam

guidelines in signing up for your licensing exam

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Exam Registration Links CONTENT FAQs CONTACT US

Here are the links for the registration of the exams GO BACK TO back next

SUMMARY

The updated onsite exam schedule is shared to your Leaders monthly.

Alternatively, you may email us at [email protected] for the latest schedule.

Online OL Exam by Online VUL Exams
IIAP registration link by IC registration link

Click here Click here

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Exam Registration Form (1/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

1 2 3 1
2
You will need to send Click here to find Take note that there
the completed form and out more about is a daily cut off for
requirements to two (2) your exam every complete
email addresses. Take requirements application.
note as well of the
format of the email
subject.

3

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Exam Registration Form (2/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

Please indicate if
you’re a new
examinee or
retaking the exam

Please select how
you want to take
your exam, if it’s
online or onsite.

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Exam Registration Form (3.1/11) CONTENT FAQs CONTACT US

Here is a guide to help you with your online exam registration! table of GO BACK TO back next
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Exam Registration Form SUMMARY

For online examinees, Did you find this guide helpful?
please select if you’re Click here and let us know!
taking the OL or the
VUL exam

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Exam Registration Form (3.2/11) CONTENT FAQs CONTACT US

Here is a guide to help you with your online exam registration! table of GO BACK TO back next
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Exam Registration Form SUMMARY

For onsite examinees, Did you find this guide helpful?
please select your OL or Click here and let us know!
VUL venue of preference
and then proceed with
selecting your date of
preference.

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Exam Registration Form (3.2.1/11) CONTENT FAQs CONTACT US

Here is a guide to help you with your online exam registration! table of GO BACK TO back next
contents
Exam Registration Form SUMMARY

For onsite examinees, Did you find this guide helpful?
please select your OL or Click here and let us know!
VUL venue of preference
and then proceed with
selecting your date of
preference.

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Exam Registration Form (4/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

Please indicate if Did you find this guide helpful?
you’re an ATL or a Click here and let us know!
New Agent

New Agents may use
their iRecruit ID Number;
ATLs may use their
Agent Code

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Exam Registration Form (5/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

Your name should be the Did you find this guide helpful?
same as the one reflected Click here and let us know!
on your government-issued
ID you submitted.
Click here for the list of
government IDs

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Exam Registration Form (6/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

Your birthday should be the Did you find this guide helpful?
same as the one reflected Click here and let us know!
on your government-issued
ID you submitted.
Click here for the list of
government IDs

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Exam Registration Form (7/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

Ensure that your email Did you find this guide helpful?
address and mobile number Click here and let us know!
is correct.

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Exam Registration Form (8.1/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

Click here for the exam
fees

The details in numbers Click here for a sample
15 and 16 can be BPI payment slip
found on your BPI
payment slip Click here for steps on
how to transact with BPI

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Exam Registration Form (8.2/11) CONTENT FAQs CONTACT US

Here is a guide to help you with your online exam registration! table of GO BACK TO back next
contents
Exam Registration Form SUMMARY

Click here for the exam
fees

The details in number Click here for a sample
17 can be found on BPI payment slip
your BPI payment slip
Click here for steps on
how to transact with BPI

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Exam Registration Form (9.1/11) CONTENT FAQs CONTACT US

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contents
Exam Registration Form SUMMARY

You will need to ask Did you find this guide helpful?
your leader for these Click here and let us know!
details. Don't be shy,
reach out!

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Exam Registration Form (9.1/11) CONTENT FAQs CONTACT US

Here is a guide to help you with your online exam registration! table of GO BACK TO back next
contents
Exam Registration Form SUMMARY

You will need to ask Did you find this guide helpful?
your leader for these Click here and let us know!
details. Don't be shy,
reach out!

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Exam Registration Form (10.1/11) CONTENT FAQs CONTACT US

Here is a guide to help you with your online exam registration! table of GO BACK TO back next
contents
Exam Registration Form SUMMARY

You will need to ask Did you find this guide helpful?
your leader for these Click here and let us know!
details. Don't be shy,
reach out!

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Exam Registration Form (10.2/11) CONTENT FAQs CONTACT US

Here is a guide to help you with your online exam registration! table of GO BACK TO back next
contents
Exam Registration Form SUMMARY

You will need to ask Did you find this guide helpful?
your leader for these Click here and let us know!
details. Don't be shy,
reach out!

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Exam Registration Form (10.3/11) CONTENT FAQs CONTACT US

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Exam Registration Form SUMMARY

Your Agency Name
would appear
under the Region it
belongs to

Don’t forget to click
SUBMIT after you’re
done.

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Exam Registration Form SUMMARY

At the end of your Did you find this guide helpful?
journey, you will be Click here and let us know!
reminded of your next
step.

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Did you complete
your exam
registration?

If so, proceed to Step 4 –
Documentary requirements
If not, click here to return to Step 3 –
Registering for your exam

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Step 4 Document
ary Requirements

preparing your supporting documents

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Here are all the documents you need GO BACK TO back next

Click on each for more details SUMMARY

OL EXAM OL* and VUL EXAM

BY IIAP BY IC

01 Proof of Payment 01 1 X 1 photo
Scanned copy of any valid government
(colored, in business attire, white background)
02 ID with 3 specimen signature
02 Proof of Payment
42
AIA confidential and proprietary information. Not for distribution. 03 Scanned copy of any valid government
ID with 3 specimen signature

04 Certificate of Completion:

PCTC for OL
ULP for VUL

*OL Exams only offered in Cebu and Davao as of June 1, 2021

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Click here and let us know!

Sample BPI deposit slips (1/2) CONTENT FAQs CONTACT US

Here are the sample BPI deposit slips that you will need for your registration table of GO TO ALL back next
contents DOCUMENTS
IIAP OL Exams
IC OL and VUL Online, Onsite/Offsite
Exams

Online Onsite/Offsite

1,200.00 950.00

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Click here and let us know!

Sample BPI Online confirmation screenshots (2/2) CONTENT FAQs CONTACT US

Please take note of the CONFIRMATION NUMBER found at the bottom of the table of GO TO ALL back next
Screenshot. You will need this for your registration contents DOCUMENTS

IIAP OL Exams IC OL and VUL Online,Onsite/Offsite
Exams

Online Onsite/Offsite

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Click here and let us know!

Sample IIAP form CONTENT FAQs CONTACT US

Here's a sample of what you need to send to our table of GO BACK TO back next
licensing to confirm your exam registration. contents
SUMMARY
Reminders
Did you find this guide helpful?
The IIAP form will be Click here and let us know!
available in LMS upon
completion of your
PCTC training.

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Required ID Photo table of GO BACK TO back next
contents DOCUMENTS
Photo requirements
Did you find this guide helpful?
• 1 X 1 photo size Click here and let us know!
• Colored Photo
• Business Attire
• White Background

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What details should my ID have? CONTENT FAQs CONTACT US

Have your ID on hand when you register and take your exam! table of GO BACK TO back next
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ID Tips
Commonly Accepted
IDs

Your ID should have IC does NOT accept PHILPOST ID
the following details: the following IDs
• First name • Philhealth ID
• Photo • SSS ID
• Year of birth • UMID ID
• Country • Police
• Issued Data
• Expiration Date Clearance Form*
• NBI Clearance*
• GSIS ID

DRIVER’S LICENSE PASSPORT

*NBI Clearance will only be accepted with an official receipt Did you find this guide helpful?
Click here and let us know!
*Police Clearance in the form of ID is accepted

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Are your documents
complete?

If so, proceed to Step 5 – Submitting
your requirements
If not, click here to return to Step 4 –
Documentary requirements

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Step 5
Submitting your
Requirements

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Sample email to the Licensing Team CONTENT FAQs CONTACT US

Here's a sample of what you need to send to our table of GO BACK TO back next
licensing to confirm your exam registration. contents
SUMMARY
Email tips
[email protected]

Send out the
confirmation email

with the correct
attachments

Good news! Starting August 3, 2021, you can now get your IIAP form together with you training certificate in LMS!
This will be available upon finishing your Pre-Contract Training Course.

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