The following courses are required to earn the Accredited Adviser in Insurance (AAI) designation:
AAI 81—Foundations of Insurance Production: Insurance and the Legal System, Risk Management and the Producer,
Sales/Account Development, Homeowners and Personal Auto, Personal Financial Planning, Commercial Property, Business
Income and Extra Expense, and Commercial Inland Marine Insurance
AAI 82—Multiple-Lines Insurance Production: Commercial General Liability Insurance, Commercial Automobile,
Garage and Motor Carrier, Commercial Crime, Businessowners, Other Commercial Coverages, Workers Compensation and
Employers Liability, Specialty Property, Excess and Umbrella, Ocean Marine, and Surety Bonds
AAI 83—Agency Operations and Sales Management: Agency Formation/Environment, Organizational Management,
Agency Management, Personal Production Plans, Producer-Insurer Relations, Public Image of the Agency, Agency
Growth/Customer Communications, Market Segmentation/Product Targeting, the Automated Agency, Client Services, Agency
Financial Management
Program Options: The Accredited Adviser in Insurance designation program is available as a self-study program
via printed textbooks and course guides. AAI is also offered in a seminar format by certain state insurance
associations. Contact Customer Service for information on AAI Seminars by calling (800) 644-2101 or by e-mailing
customerservice@cpcuiia.org.
AAI is also offered in a segmented format, which breaks each course into three pieces.
We Recommend AAI for: Agents/brokers, agency principals, and customer service representatives
Course Sequence: It is best to take AAI 81 before taking AAI 82. AAI 83 may be taken at any time.
Exam Information: AAI exams are offered at Institute-approved on–site testing locations and Prometric Testing
Centers.
If you prefer, you can approach your AAI studies in a modular format consisting of a series of shorter study
segments. You can do this by attending state-sponsored AAI seminars. Contact your state association education
coordinator for further information about AAI seminars and segmented exams.
AAI full-length exams consist of 85 objective questions and examinees have two hours to complete the exam. AAI
segmented exams consist of between 15-50 objective questions, depending on the course and segment, and examinees
have 60 minutes to complete each exam.