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Education Program Partners

CPCU Society
The CPCU Society is a membership organization of nearly 28,000 credentialed insurance professionals who promote excellence through ethical behavior and continuing education. The Society's members hold the Chartered Property Casualty Underwriter (CPCU®) professional designation, which requires passing eight rigorous undergraduate- and graduate-level examinations, meeting experience requirements, and agreeing to be bound by a strict code of professional ethics. The CPCU designation is conferred by the American Institute for CPCU.

Accredited Adviser in Insurance (AAI) Program
The AAI designation program gives you a competitive edge in the increasingly competitive insurance business. It will help you increase your commissions, improve your insurance knowledge, avoid E&O claims, and earn continuing education (CE) credits for your license renewal, all at the same time. AAI is more cost-effective and more flexible than other comparable programs. Further, no continuing education credits are required to maintain your designation. AAI is the result of a joint effort of the Insurance Institute of America (IIA) and the Independent Insurance Agents and Brokers of America (IIABA): These organizations have established agreements with the Institutes to offer AAI seminars in the classroom.

AAI Test Administrator Forms

Insurance Educational Association
Founded in 1876, IEA, the leader of professional education in the Western United States, serves the needs of more than 15,000 students annually through more than 400 semester courses, workshops, self-study, telelearning, online courses, and customized in-house programs.

One of the educational programs offered by IEA is the Associate in Risk Pool Management (ARPM). The ARPM curriculum provides risk pool managers and prospective risk pool managers with theoretical and practical knowledge needed to successfully manage the risk pool.

International Foundation of Employee Benefit Plans
The International Foundation of Employee Benefit Plans is the largest educational association serving the employee benefits and compensation industry. A nonprofit, nonlobbying organization, the Foundation has been a trusted resource for objective, accurate, and timely information since it was formed 50 years ago. Today, 35,000 individual members represent 8,500 multiemployer trust funds, corporations, public employee groups, and professional advisory firms throughout the United States and Canada. The Foundation confers the Certified Employee Benefit Specialist (CEBS) designation. To learn more about the CEBS program click the link abover or call (800) 494-3951.

Independent Insurance Agents & Brokers of America (IIABA)
In 1999, the IIABA—the largest national association of its kind—and IIABA state associations partnered with the Institutes to revise the IIABA’s Accredited Customer Service Representative (ACSR) designation program and to develop its national examinations. The Institutes develop both the study materials and examinations for three of the four program modules. IIABA state association staff proctor the exams; the Institutes grade them.

IIABA has conferred more than 13,000 ACSR designations on agency customer service representatives and other agency personnel over the past 11 years, making it one of the largest CSR training program in the country.

For more about ACSR:
General ACSR program information.

ACSR program forms for IIABA state education directors.

International Center for Captive Insurance Education (ICCIE)
In 2004, ICCIE was founded to assist in building the capacity of the captive insurance industry through comprehensive captive insurance education.

The Institutes partnered with ICCIE in 2004 to assist with the development of their Associate in Captive Insurance (ACI) designation program. ICCIE’s program includes courses that are tailored to meet the specific educational needs of captive insurance professionals. ICCIE confers the ACI designation.

The following Institute courses are offered as electives to give the ACI curriculum a solid foundation in broad p-c insurance principles and practices:

LOMA
Founded in 1924, LOMA is an international association through which more than 1,200 insurance and financial services companies from more than 80 countries engage in research and educational activities to improve company operations.

The Institutes partnered with LOMA in 2003 to offer a property-casualty track in LOMA’s Associate, Customer Service (ACS) designation program. The ACS program combines technical insurance courses from the Institutes with comprehensive customer service education from LOMA’s ACS 100 course. LOMA confers the ACS designation. Click here for more information about the ACS program.

Nearly 65,000 financial services professionals around the world have earned the ACS designation, which was developed in 1991. The ACS curriculum is available in English, French, Spanish and Chinese.

Approximately 250 students have earned the ACS designation under the P&C track since the fall of 2003.

National Association of Insurance Women (International)
The NAIW (International) serves its members by providing professional education, an environment in which to build business alliances and the opportunity to make connections with people of differing career paths and levels of experience within the insurance industry.

The Institutes have partnered with the NAIW in support of promoting and developing professional education by making its educational materials available to individual members of the NAIW at a discount. Members will be required to provide a unique promotional code when placing an order to receive the discount. Details of this arrangement and additional benefits of NAIW membership can be found on the members section of the NAIW (International) website.

National Association of Public Insurance Adjusters (NAPIA)
Public Adjusters are experts on property loss adjustment, who are retained by policy holders to assist in preparing, filing and adjusting insurance claims. NAPIA members across the United States have joined together to promote professional education, certification, and a code of professional conduct.

The Institutes have partnered with NAPIA to develop curriculum and examinations for the CPPA and SPPA designation programs. The Certified Professional Public Adjuster (CPPA) and Senior Professional Public Adjuster (SPPA) designations are awarded to public insurance adjusters who meet specific experience and educational requirements, complete a qualifying examination, and subscribe to a code of ethics for business and professional conduct. Both designations are awarded by NAPIA.

For more about the CPPA or SPPA designations, call (703) 433-9217 or visit NAPIA’s Web site.

The Wharton School, University of Pennsylvania
Founded in 1881, The Wharton School was the first collegiate business school in the world. The Institutes have a long-standing connection with Wharton. The American Institute was chartered in 1942 as the result of combined efforts of insurance industry leaders and university professors, principally from Wharton.

Today, Wharton, the global leader in business knowledge, remains a partner of the Institutes, offering their specialized executive education program, Insurance Executive Development.