Tools for CPCU and IIA Class Sponsors
Excel Tools for Planning Classes
Click this link to use and/or download an Excel workbook with the following worksheets:
- Class Budget Worksheet – to determine break even points and financial goals
- Class Meeting-Date Planner - to determine a series of class meeting dates
- Class Planning Checklist and Timeline – to identify a series of essential planning milestones and timing suggestions
- Instructor Compensation
Assignments by Course
Determine the number of assignments and the individual assignment titles by clicking on the course in the following drop-down list:
Finding and Compensating Course Leaders
Click this link for a list of suggestions for locating course leaders for your courses.
Finding Classroom Space
Click this link for a list of suggestions for locating classroom space for your courses.
Promoting Classes - Click the following links
- To download specific CPCU and IIA Program Flyers in PDF Format.
- To see and request specific Student Marketing Information from the Institutes
- For a List of Additional Marketing Ideas and Suggestions
- To locate your public class on the Institutes Web page under Public Classes once you have entered it in the Institutes' Study Group System.
- To see your sponsor listing on the Institutes' Web page under Public Class Sponsors.
Help Students Choose the Right Course - Click the following links
- For Online Counseling
- To download our Self-Inventory Counseling form.
Click this link to find a list of current study materials for all of our courses.
Scheduled Study-Material Changes
Click this link to see if there are any firm plans to change study materials in the near future.