Copyright Statement

If you believe this site contains or is linked to any material that infringes copyright, please immediately notify:
Customer Service
The Institutes
720 Providence Road
Malvern, PA 19355
(610) 644-2100 (phone)
(610) 993-7583 (fax)
legal@cpcuiia.org

The Institutes» Student Information Release Policy
The Institutes release information in accordance with the following guidelines:
  1. On request, we confirm whether a person holds an Institutes designation or certificate, regardless of the person»s request for confidentiality (see last paragraph below), because:
    • It is in the public»s interest to know whether someone holds an Institute credential.
    • It assists in enforcing the CPCU Code of Professional Ethics.
    • Lists of program completers are a matter of public record. See item #7 below.

  2. We release pass/non-pass grade information to employers to facilitate their payments for Institutes coursework and employee recognition.

  3. We release student identification, contact, and exams-to-credit information to the CPCU Society so it can:
    • Offer Society membership to new CPCU designees and students.
    • Invite new CPCU designees to its Annual Meeting and Seminars.
    • Announce Society-chapter public classes and mentoring programs.
    • Encourage participation in the CPCU program.

  4. We release students» names, addresses, and information on examinations passed to class providers so they can promote public classes, monitor class pass ratios, or recognize educational achievement.

  5. We do not release students» contact information to third parties for marketing purposes except as noted above.

  6. Diplomas and certificates are the personal property of students. Upon program completion, a diploma or certificate is sent directly to the student unless the student authorizes its release in writing to another party or entity for award ceremony or shipping purposes.

  7. The Institutes publish the CPCU class list for the The Institutes» Annual Conferment Ceremony and may publish annual other designation lists in the news media or for recognition purposes at other insurance organization meetings.

The public may determine that someone holds an Institutes designation or certificate by using the search program at our Web site. Links to Search for a Certificate/Designation Holder can be found under About Us or Corporate Services.

Any student who would like to request confidentiality about all information (other than confirmation in the public»s interest of holding a designation) should call Customer Service at 1-800-644-2101 or log on to his/her student account to elect that option. Please note that restricting the release of the limited information above may impede employer payments and a new CPCU designee»s receipt of announcements about CPCU Society membership and its Annual Meeting and Seminars.


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