Professional Development Solutions

Transcription

1 Professional Development Solutions Fall 2016 Spring 2017

2 Are you ready for the big data revolution? Help prepare yourself for the future with The Institutes Associate in Insurance Data Analytics (AIDA) designation, designed to provide property-casualty insurance professionals with an overview of big data analytics and their application to underwriting, claims, and risk management. Know more. Do more. TheInstitutes.org.

3 Contents 2 Getting Started 2 Insurance Professionals 2 Corporate Customers 3 Did You Know? 3 Icon Key 4 Fundamentals 4 Successful Starts for CSRs 4 Insurance Essentials 5 Captive Insurance Fundamentals 5 Catastrophe Claim Fundamentals 5 International Insurance Fundamentals 6 Introduction to Claims 6 Introduction to Property-Casualty Insurance 7 Introduction to Risk Management 7 Introduction to Underwriting 8 Introduction to Workers Compensation Claims 8 Surplus Lines Fundamentals 9 Certificates 9 California Workers Compensation Claims Administration (WCCA ) 9 Certified Professional Public Adjuster (CPPA) 10 Cyber Risk Management 10 Program in Supervisory Management (SM) 11 Property Technical Certification I Core Property Adjusting Principles (PTC I) 11 Property Technical Certification II Exterior Loss Adjusting (PTC II) 11 Property Technical Certification III Interior Loss Adjusting (PTC III) 12 Designations 12 Chartered Property Casualty Underwriter (CPCU ) 14 Accredited Adviser in Insurance (AAI ) 14 Accredited Adviser in Insurance Management (AAI-M ) 15 Accredited Customer Service Representative (ACSR ) 16 Associate in Claims (AIC ) 17 Associate in Claims Management (AIC-M ) 18 Associate in Commercial Underwriting (AU ) 19 Associate in Commercial Underwriting Management (AU-M ) 20 Associate in Fidelity and Surety Bonding (AFSB ) 21 Associate in General Insurance (AINS ) 22 Associate in Information Technology (AIT ) 23 Associate in Insurance Accounting and Finance (AIAF ) 23 Associate in Insurance Data Analytics (AIDA ) 24 Associate in Insurance Services (AIS ) 25 Associate in Management (AIM ) 25 Associate in Marine Insurance Management (AMIM ) 26 Associate in National Flood Insurance (ANFI ) 27 Associate in Personal Insurance (API ) 28 Associate in Premium Auditing (APA ) 28 Associate in Regulation and Compliance (ARC ) 29 Associate in Reinsurance (ARe ) 30 Associate in Risk Management (ARM ) 31 Associate in Risk Management ERM (ARM-E ) 31 Associate in Risk Management for Public Entities (ARM-P ) 32 Associate in Surplus Lines Insurance (ASLI ) 33 California Workers Compensation Claims Professional (WCCP ) 33 Senior Professional Public Adjuster (SPPA ) 34 Exams 36 Solutions 36 Individual Online Courses 36 Continuing Education 37 Knowledge Assessments and Solutions 37 Custom Solutions 38 Leadership Education 38 Industry Research and Analysis 39 Networking and Knowledge Sharing 40 Promoting Insurance Education and Careers AAI, AFSB, AINS, AMIM, ANFI, APA, WCCP, and CPCU are registered trademarks of The Institutes. All rights reserved. For more details, visit TheInstitutes.org or call (800)

4 Getting Started The Institutes provide a comprehensive range of educational offerings designed to help insurance professionals and their organizations succeed. How to Get Started The Institutes offer free educational counseling to TheInstitutes.org to see whether you qualify for waivers based on courses completed for other You can order online at TheInstitutes.org or by You can register for your exam at TheInstitutes.org or by calling Customer Find an on-site testing center by visiting find a Prometric testing center by visiting The Institutes can help you strategically target your educational needs by collaborating with your and objectives their positions in technical knowledge education (CE) credits quickly and conveniently via CEU Convenient and Cost-Effective Order Study Materials: Use your corporate account to place study material orders for all your employees at Corporate Pricing: please call Customer Success at (800) or Exam Registrations: Register your employees for exams quickly and conveniently by billing all registrations to your On-Site Testing: Save your employees time and your organization money by setting up an approved testing area Online Courses: The Institutes offer a wide variety of courses to your corporate Learning Management System Monitor and Manage Employee Performance Return on your professional development investment is certificate-holders Custom Solutions Institutes courses can be used to develop custom courses TheInstitutes.org/CustomSolutions for contact Customer Success at (800) or Personalized Service Learn how The Institutes can match solutions to your specific corporate needs by scheduling a call with our 2 Valid through Spring 2017

5 Getting Started Did You Know? You can get college credit for your Institutes studies: Did you know that many of The Institutes courses are approved by the American Council on Education (ACE) for college credit recommendations? Approved Underwriter (CPCU) And more! TheInstitutes.org/CollegePrograms You can search online for instructor-led classes: Interested in participating in either an online or a live instructor-led class to help you study for an Institutes exam? Be sure to check out the Public Class Search tool at TheInstitutes.org/Classes Look for these helpful icons! New Indicates a course or program is new Revised Indicates a course or program was recently revised Approved for State CE Indicates that state continuing education credits are available for some courses within the program Varies by state. Please verify credits online. Print Indicates printed study materials are available for this program Online Indicates online study materials are available for this program Practice Exams Indicates online practice exams are available for courses within this program Study Aids Indicates Review Notes and Flash Cards are available for courses within this program App Indicates a QuizMe app is available for courses within this program through itunes and Google Play Instructor-Led Classroom classroom options are available for this program Available in French Indicates courses within this program are available in French Contact Customer Success to order. Your Progress Tracker Wondering where you stand in your professional development with The Institutes? TheInstitutes.org For more details, visit TheInstitutes.org or call (800)

6 Fundamentals Successful Starts for CSRs Insurance Essentials Build a foundation in basic insurance principles to increase your confidence and professionalism, both of which are key skills for starting a successful career. Course Level: Beginner Completion Time Frame: 3 4 hours Topics Covered Include: management to your customers decision : Gain a basic understanding of insurance concepts and operations. Course Level: Beginner Completion Time Frame: 4 hours Topics Covered Include: managing general agencies (MGAs) who have no prior insurance background background : Employees new to the industry 4 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

7 Fundamentals Captive Insurance Fundamentals Catastrophe Claim Fundamentals International Insurance Fundamentals Learn the fundamental characteristics and benefits of captive insurance from a global perspective. Course Level: Intermediate Completion Time Frame: 3 4 hours Topics Covered Include: : Learn how to investigate, document, and estimate losses in a catastrophe claims environment. Course Level: BeginnerIntermediate Completion Time Frame: 3 4 hours Topics Covered Include: adjustment environment : insurers following a major loss Understand the international insurance environment and the techniques for crafting international insurance programs for your customers. Course Level: BeginnerIntermediate Completion Time Frame: 3 4 hours Topics Covered Include: : international market with international exposures New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 5

8 Fundamentals Introduction to Claims Introduction to Property-Casualty Insurance Build the foundation for your career as an insurance claims professional. Course Level: Beginner Completion Time Frame: 4 6 weeks Topics Covered Include: Exam Duration: 2 hours Exam Length: 50 multiple-choice questions : Employees new to the industry Learn how insurance works and understand the big picture as you begin your insurance career. Course Level: Beginner Completion Time Frame: 4 6 weeks Topics Covered Include: Exam Duration: 2 hours Exam Length: 50 multiple-choice questions : Employees new to the industry 6 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

9 Fundamentals Introduction to Risk Management Introduction to Underwriting Learn how risk management provides a comprehensive framework within which insurance is one of many possible techniques. Course Level: Beginner Completion Time Frame: 3 5 weeks Topics Covered Include: Exam Duration: Exam Length: 40 multiple-choice questions : Employees new to the industry Understand the essential role that underwriting performs in the business of insurance, and how to measure underwriting results. Course Level: Beginner Completion Time Frame: 4 6 weeks Topics Covered Include: Exam Duration: 2 hours Exam Length: 50 multiple-choice questions : Employees new to the industry New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 7

10 Fundamentals Introduction to Workers Compensation Claims Surplus Lines Fundamentals Learn the fundamentals of workers compensation claims that will help you succeed on the job. Course Level: Beginner Completion Time Frame: 4 6 weeks Topics Covered Include: compensation employer statutes of limitations requirements Exam Duration: Exam Length: 100 multiple-choice questions Learn how the surplus lines market profitably insures risks that the standard insurance market does not accept. Course Level: Intermediate Completion Time Frame: 3 4 hours Topics Covered Include: Exam Duration: Exam Length: : lines market * Only the CE-approved version of this course requires a final exam. : Employees new to the industry 8 Valid through Spring 2017

11 Certificates California Workers Compensation Claims Administration (WCCA) Certified Professional Public Adjuster (CPPA) Develop the skills to confidently handle California workers compensation claims. Course Level: Intermediate Completion Time Frame: 12 months or less : WCCA 10 Foundations of California Workers Compensation Claims WCCA 11 Establishing Injury and Affirmative Defenses in California Workers Compensation Claims WCCA 12 Medical Benefits in California Workers Compensation Claims Develop the skills to confidently handle the duties of public claims adjusting. Course Level: Intermediate Completion Time Frame: 6 9 months : AIC 31 Property Claim Practices SPPA 30 Claim Principles and Practices for Public Adjusters Exam Durations: Exam Lengths: 60 to 85 multiple-choice questions : WCCA 14 Disability and Death Benefits in California Workers Compensation Claims WCCA 15 Discovery and Litigation in California Workers Compensation Claims Exam: TheInstitutes.org/WCCA : Did You Know? After you ve earned the CPPA earning the Senior Professional Public Learn more on page 33 New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 9

12 Certificates Cyber Risk Management Program in Supervisory Management (SM) Understand cyber threats from a risk management perspective by examining property, liability, and business continuity cyber exposures, as well as best practices for a cyber risk management plan. Course Level: Intermediate Completion Time Frame: 4 6 weeks Topics Covered Include: management Prepare to take on leadership roles with a strong foundation in supervisory management practices. Course Level: Beginner Completion Time Frame: 8 12 months : SM 18 Essentials of Supervision SM 19 Supervisory Skills Exam Durations: 2 hours Exam Lengths: 60 multiple-choice questions : Insurance professionals in a new supervisory position or aspiring to hold a supervisory role Exam Duration: Exam Length: 50 multiple-choice questions : 10 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

13 Certificates Property Technical Certification I Core Property Adjusting Principles (PTC I) Property Technical Certification II Exterior Loss Adjusting (PTC II) Property Technical Certification III Interior Loss Adjusting (PTC III) Effectively apply principles and procedures for adjusting property losses. Course Level: Beginner Completion Time Frame: 6 12 months Courses in This Program Include: Exam Durations: Exam Lengths: 25 to 50 multiple-choice questions : Effectively estimate residential and commercial exterior property damage. Course Level: Beginner Completion Time Frame: 6 12 months Courses in This Program Include: Exam Durations: Exam Lengths: 25 to 50 multiple-choice questions : Effectively estimate residential and commercial interior property damage. Course Level: Beginner Completion Time Frame: 6 12 months Courses in This Program Include: Exam Durations: Exam Lengths: 25 to 50 multiple-choice questions : New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 11

14 Designations Chartered Property Casualty Underwriter (CPCU) CPCU Completion Path From risk management principles to complex policy and coverage analysis, CPCU is the premier designation to ensure your professional success and to help increase your organization s bottom line. Course Level: Intermediate and Advanced Completion Time Frame: 2 3 years Education Requirement 4 Foundation Courses: CPCU 500 Foundations of Risk Management and Insurance CPCU 520 Insurance Operations CPCU 530 Business Law for Insurance Professionals CPCU 540 Finance and Accounting for Insurance Select One Track 3 Commercial Lines Courses:** CPCU 551 Commercial Property Risk Management and Insurance CPCU 552 Commercial Liability Risk Management and Insurance CPCU 553 Survey of Personal Insurance and Financial Planning Ethics 312 CPCU 500 CPCU 520 CPCU 530 CPCU 540 Select one track Personal Lines CPCU 555 CPCU 556 CPCU 557 Commercial Lines CPCU 551 CPCU 552 CPCU 553 This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. 3 Personal Lines Courses:** CPCU 555 Personal Risk Management and Property-Casualty Insurance CPCU 556 Financial Planning CPCU 557 Survey of Commercial Insurance Select One Elective Course: AAI 83 AAI 87 AIC 31 AIC 32 AIC 47 ARe 144 ARM 56 AU 67 CPCU 560 ERM 57 Chartered Property Casualty Underwriter (CPCU) 1 Elective Course: AAI 83 Agency Operations and Sales Management AAI 87 Agency Leadership and Strategic Alignment AIC 31 Property Claim Practices AIC 32 Liability Claim Practices AIC 47 Claims Leadership and Organizational Alignment ARe 144 Reinsurance Principles and Practices ARM 56 Risk Financing AU 67 Strategic Underwriting Techniques CPCU 560 Financial Services Institutions ERM 57 Enterprise Risk Management * Comprehensive video instruction is available for this course. **3 Commercial Lines Courses or 3 Personal Lines Courses 12 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

15 Designations CPCU Exam Durations: CPCU Exam Lengths: 60 to 85 multiple-choice questions CPCU 560 Exam Duration: 3 hours CPCU 560 Exam Length: 30 to 35 essay questions Ethics Requirement Ethics 312 Ethics and the CPCU Code of Professional Conduct Experience Requirement within the insurance industry by the time of designation completion Continuing Education The CPCU Code of Professional Conduct identifies continuing education as a core value currently formalizing the process for reporting continuing education activities and establishing a standard among CPCUs of 24 completed Learn more at TheInstitutes.org/CEforCPCUs New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 13

16 Designations Accredited Adviser in Insurance (AAI) Accredited Adviser in Insurance Management (AAI-M) Become a more effective and customer-focused agency professional by earning the AAI designation. Course Level: Intermediate Completion Time Frame: 9 15 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AAI 81 Foundations of Insurance Production AAI 82 Multiple-Lines Insurance Production AAI 83 Agency Operations and Sales Management AAI and AAI-M Completion Path AAI Exam Durations: 2 hours AAI Exam Lengths: 85 multiple-choice questions AAI Segmented Exam Durations: 1 hour AAI Segmented Exam Lengths: 15 to 40 multiple-choice questions Earn AAI-M and learn new leadership skills that will help you align your agency s operations with its organizational goals. Course Level: Advanced Completion Time Frame: AAI completion time plus an additional 2 3 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AAI 81 Foundations of Insurance Production AAI 82 Multiple-Lines Insurance Production AAI 83 Agency Operations and Sales Management AAI 87 Agency Leadership and Strategic Alignment AAI 87 Exam Duration: AAI 87 Exam Length: 50 multiple-choice questions Ethics 311 or Ethics 312 Accredited Adviser in Insurance (AAI) AAI 81 AAI 82 AAI 83 Additional Designation Accredited Adviser in Insurance Management (AAI-M) AAI 87 See AAI and AAI-M Completion Path. This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. 14 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

17 Designations Accredited Customer Service Representative (ACSR) ACSR Completion Path With a strong focus on customer service skills, ACSR provides the knowledge you need to confidently meet the complex insurance challenges your clients face. Course Level: Beginner Completion Time Frame: 6 9 months Ethics 311 or Ethics 312 ACSR 4 ACSR 5 Select one track Personal Lines ACSR 1 ACSR 2 ACSR 3 Life/Health ACSR 10 ACSR 11 ACSR 12 Accredited Customer Service Representative (ACSR) Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Commercial Lines ASCR 6 ACSR 7 ACSR 8 ACSR 9 This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. Core Courses: ACSR 4 Agency Errors and Omissions ACSR 5 Professional Development & Account Management Select One Track Personal Lines Track: ACSR 2 Personal Automobile Insurance ACSR 3 Personal Lines Related Coverages Commercial Lines Track: ACSR 6 Commercial Property Insurance ACSR 7 Commercial Liability Insurance ACSR 8 Commercial Automobile Insurance ACSR 9 Commercial Lines Related Coverages Life/Health Track: ACSR 10 Life Insurance ACSR 11 Retirement Planning ACSR Exam Durations: 45 minutes to 1 hour ACSR Exam Lengths: 25 to 30 multiple-choice questions New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 15

18 Designations Associate in Claims (AIC) AIC and AIC-M Completion Path Multiline Adjuster AIC 31 AIC 32 AIC 43 Master the practical and legal details of claims handling through your choice of several tracks, including property, liability, auto, workers compensation, and multiline. Course Level: Intermediate Completion Time Frame: months Ethics 311 or Ethics 312 AIC 30 AINS 21 Select one track Auto AIC 37 AIC 39 AIC 40 Property AIC 31 AIC 41 Associate in Claims (AIC) Additional Designation Associate in Claims Management (AIC-M) AIC 47 Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Required Courses: Liability AIC 32 AIC 37 AIC 42 AINS 21 Property and Liability Insurance Principles Select One Track Multiline Adjuster Track: AIC 31 Property Claim Practices AIC 32 Liability Claim Practices AIC 43 Property and Liability Coverages Auto Track: AIC 37 Managing Bodily Injury Claims AIC 39 Auto Claim Practices AIC 40 Personal and Commercial Auto Coverages Property Track: AIC 31 Property Claim Practices AIC 41 Property Coverages This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. Liability Track: AIC 32 Liability Claim Practices AIC 37 Managing Bodily Injury Claims AIC 42 Liability Coverages Workers Compensation Track: AIC 37 Managing Bodily Injury Claims AIC 44 Workers Compensation Claim Practices AIC Exam Durations: 1 to 2 hours AIC Exam Lengths: 40 to 85 multiple-choice questions AIC Segmented Exam Durations: 1 hour AIC Segmented Exam Lengths: 15 to 40 multiple-choice questions Workers Comp AIC 37 AIC Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

19 Designations Associate in Claims Management (AIC-M) Make the transition from claims handler to claims leader by understanding how claims professionals find alignment within the insurance organization and how the claims function serves the organization s mission. Course Level: Advanced Completion Time Frame: AIC completion time plus an additional 2 3 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Required Courses: AINS 21 Property and Liability Insurance Principles AIC 47 Claims Leadership and Organizational Alignment Select One Track Multiline Adjuster Track: AIC 31 Property Claim Practices AIC 32 Liability Claim Practices AIC 43 Property and Liability Coverages Auto Track: Property Track: AIC 31 Property Claim Practices AIC 41 Property Coverages Liability Track: AIC 32 Liability Claim Practices AIC 37 Managing Bodily Injury Claims AIC 42 Liability Coverages Workers Compensation Track: AIC 37 Managing Bodily Injury Claims AIC 44 Workers Compensation Claim Practices AIC 47 Exam Duration: AIC 47 Exam Length: 60 multiple-choice questions See AIC and AIC-M Completion Path on previous page. AIC 37 Managing Bodily Injury Claims AIC 39 Auto Claim Practices AIC 40 Personal and Commercial Auto Coverages New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 17

20 Designations Associate in Commercial Underwriting (AU) Earn AU and build a profitable book of business by developing a strong foundation in underwriting principles and a disciplined approach to underwriting commercial property and liability exposures. Course Level: Intermediate Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AINS 23 Commercial Insurance AU 60 Commercial Underwriting Principles AU 61 Underwriting Commercial Property AU 62 Underwriting Commercial Liability AU Exam Durations: AU Exam Lengths: 60 multiple-choice questions See AU and AU-M Completion Path on next page. 18 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

21 Designations Associate in Commercial Underwriting Management (AU-M) Earn AU-M and gain practical knowledge of how to develop and manage competitive underwriting strategies to enhance your organization s profitability. Course Level: Advanced Completion Time Frame: AU completion time plus an additional 2 3 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AINS 23 Commercial Insurance AU 60 Commercial Underwriting Principles AU 61 Underwriting Commercial Property AU 62 Underwriting Commercial Liability AU 67 Strategic Underwriting Techniques AU 67 Exam Duration: AU 67 Exam Length: 60 multiple-choice questions AU and AU-M Completion Path Ethics 311 or Ethics 312 AINS 23 Associate in Commercial Underwriting (AU) AU 60 AU 61 AU 62 Additional Designation Associate in Commercial Underwriting Management (AU-M) AU 67 This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 19

22 Designations Associate in Fidelity and Surety Bonding (AFSB) Earn AFSB and distinguish yourself as a fidelity and surety bonding professional. Course Level: Intermediate and Advanced Completion Time Frame: months AFSB 151 Exam Duration: AFSB 151 Exam Length: 60 multiple-choice questions AFSB 152 and 153 Exam Durations: 2 hours AFSB 152 and 153 Exam Lengths: 70 multiplechoice questions Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AFSB 151 Principles of Suretyship AFSB 152 Contract Surety Financial Institution Bonds CPCU 530 Business Law for Insurance Professionals CPCU 540 Finance and Accounting for Insurance Professionals 20 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

23 Designations Associate in General Insurance (AINS) AINS Completion Path AINS 22 AINS 23 Earn AINS to gain a strong foundation in property-casualty insurance principles and coverages, plus choose from among numerous elective options within personal and commercial insurance paths. Ethics 311 or Ethics 312 AINS 21* Select one path AINS 22 Elective Associate in General Insurance Course Level: Intermediate (AINS) Completion Time Frame: 9 15 months AINS 23 Elective Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. *AINS 24 waives AINS 21. Select One Path Completion Path A: AINS 21 Property and Liability Insurance Principles AINS 22 Personal Insurance AINS 23 Commercial Insurance Completion Path B: AINS 21 Property and Liability Insurance Principles AINS 22 Personal Insurance Elective Course Completion Path C: AINS 21 Property and Liability Insurance Principles AINS 23 Commercial Insurance Elective Course Elective Course: Elective options include courses from the following TheInstitutes.org Accredited Adviser in Insurance (AAI) Associate in Claims (AIC) Associate in Commercial Underwriting (AU) Associate in Fidelity and Surety Bonding (AFSB) Associate in Information Technology (AIT) Associate in Insurance Accounting and Finance (AIAF) Associate in Management (AIM) Associate in Marine Insurance Management (AMIM) Associate in National Flood Insurance (ANFI) Associate in Personal Insurance (API) Associate in Premium Auditing (APA) Associate in Regulation and Compliance (ARC) Associate in Reinsurance (ARe) Associate in Risk Management (ARM) Associate in Risk Management Enterprise Risk Management (ARM-E) Associate in Surplus Lines Insurance (ASLI) Chartered Property Casualty Underwriter (CPCU) AINS Exam Durations: 2 hours AINS Exam Lengths: 85 multiple-choice questions AINS Segmented Exam Durations: 1 hour AINS Segmented Exam Lengths: 15 to 40 multiple-choice questions New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 21

24 Designations Associate in Information Technology (AIT) AIT helps insurance professionals leverage the technology that drives our business and gives IT professionals a grounding in the insurance business functions that their systems serve. Course Level: Intermediate Completion Time Frame: 9 15 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AIT 131 Using Information Technology AIT 134 The Strategic Management of Information AINS 24 General Insurance for IT and Support Professionals AIT 131 and AINS 24 Exam Durations: 2 hours AIT 131 and AINS 24 Exam Lengths: 85 multiple-choice questions AIT 134 Exam Duration: 2 hours AIT 134 Exam Length: 75 multiple-choice questions 22 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

25 Designations Associate in Insurance Accounting and Finance (AIAF) Associate in Insurance Data Analytics (AIDA) Gain in-depth knowledge of insurance accounting, including statutory accounting, and methods insurers use to manage risk and deploy capital. Course Level: Intermediate and Advanced Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AIAF 114 Insurer Accounting Management AIAF 115 Insurer Risk and Capital Management CPCU 520 Insurance Operations CPCU 540 Finance and Accounting for Insurance Professionals AIAF 114 Exam Duration: AIAF 114 Exam Length: 65 multiple-choice questions AIAF 115 Exam Duration: AIAF 115 Exam Length: 60 multiple-choice questions Gain knowledge of big data analytics and risk modeling, including their application to underwriting, claims, and risk management. Course Level: Intermediate and Advanced Completion Time Frame: 9 15 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AIDA 181 Big Data Analytics for Risk and Insurance AIDA 182 Risk and Insurance Analysis Techniques 1 Elective Course AIDA Completion Path Ethics 311 or Ethics 312 AIDA 181 AIDA 182 Elective Courses: AIC 47 Claims Leadership and Organizational Alignment AU 67 Strategic Underwriting Techniques CPCU 520 Insurance Operations CYB 301 Managing Cyber Risk ERM 57 Enterprise Risk Management AIDA Exam Durations: AIDA Exam Lengths: 50 multiple-choice questions Select One Elective Course AIC 47 AU 67 CPCU 520 CYB 301 ERM 57 Associate in Insurance Data Analytics (AIDA) This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 23

26 Designations Associate in Insurance Services (AIS) Business process improvement is no longer just a trend, but is an essential methodology for any ongoing business. The AIS program gives you a grounding in the continuous improvement approach from a unique insurance perspective. Course Level: Beginner to Intermediate Completion Time Frame: the completion path chosen Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AIS 25 Delivering Insurance Services Accredited Adviser in Insurance (AAI) program Associate in Reinsurance (ARe) program Associate in Claims (AIC) program Associate in Risk Management (ARM) program Associate in Commercial Underwriting (AU) program Associate in Surplus Lines Insurance (ASLI) program Associate in Fidelity and Surety Bonding (AFSB) program Associate in Marine Insurance Management (AMIM) program Associate in Personal Insurance (API) program Associate in General Insurance (AINS) program Associate in Premium Auditing (APA) program AIS Completion Path AIS Exam Duration: 2 hours AIS Exam Length: 50 multiple-choice questions Ethics 311 or Ethics 312 AIS 25 Complete one option This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. AAI program ARe program AIC program ARM program AU program ASLI program AFSB program CPCU 500, 520, 551, 552, and 553 CPCU 500, 520, 555, 556, and 557 AMIM program API program AINS program APA program Associate in Insurance Services (AIS) 24 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

27 Designations Associate in Management (AIM) Associate in Marine Insurance Management (AMIM) Gain the knowledge you need to effectively manage your team and strategically plan initiatives within your organization. Course Level: Intermediate Completion Time Frame: 9 15 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AIM 40 Management AIM 45 Managing Business Organizations Today AIM 40 and 44 Exam Durations: 2 hours AIM 40 and 44 Exam Lengths: 85 multiple-choice questions AIM 45 consists of multiple-choice questions based on posted articles. There is no end-of-course exam. or supervisory role Earn AMIM and distinguish yourself with your knowledge of marine insurance. Course Level: Intermediate Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AMIM 121 Ocean Marine Insurance AMIM 122 Inland Marine Insurance CPCU 500 Foundations of Risk Management and Insurance CPCU 530 Business Law for Insurance Professionals 2 Elective Courses Elective Courses: TheInstitutes.org Accredited Adviser in Insurance (AAI) Associate in Claims (AIC) Associate in Commercial Underwriting (AU) Associate in Commercial Underwriting Management (AU-M) Associate in Risk Management (ARM) Chartered Property Casualty Underwriter (CPCU) AMIM Exam Durations: 2 hours AMIM Exam Lengths: 85 multiple-choice questions New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 25

28 Designations Associate in National Flood Insurance (ANFI) Confidently and accurately handle all aspects of flood insurance with ANFI, the insurance designation developed by The Institutes and the Federal Emergency Management Agency (FEMA). Intermediate Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Exam Requirements: To prepare for the ANFI exams, you must download the National Flood Insurance Program Flood Insurance Manual. The Institutes offer an exam preparation package for this program but do not offer additional course materials. ANFI 205 Exam Duration: 2 hours ANFI 205 Exam Length: 75 multiple-choice questions ANFI 206 Exam Duration: 2 hours ANFI 206 Exam Length: 50 multiple-choice questions 26 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

29 Designations Associate in Personal Insurance (API) API Completion Path Earn API and expand your knowledge of personal insurance underwriting principles, marketing practices, exposure analysis, and coverages. Course Level: Intermediate Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Select One Path Completion Path A: Marketing Practices AINS 21 Property and Liability Insurance Principles AINS 22 Personal Insurance Completion Path B: Marketing Practices CPCU 555 Personal Risk Management and Property-Casualty Insurance CPCU 556 Financial Planning API Exam Durations: API Exam Lengths: 55 multiple-choice questions API Segmented Exam Durations: 1 hour API Segmented Exam Lengths: 25 to 35 multiple-choice questions Ethics 311 or Ethics 312 Select one path Path A API 28 API 29 AINS 21 AINS 22 Path B API 28 CPCU 555 CPCU 556 This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. Associate in Personal Insurance (API) New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 27

30 Designations Associate in Premium Auditing (APA) Associate in Regulation and Compliance (ARC) Distinguish yourself as a professional premium auditor by earning the APA designation. Course Level: Intermediate Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: APA 91 Principles of Premium Auditing APA 92 Premium Auditing Applications CPCU 520 Insurance Operations CPCU 540 Finance and Accounting for Insurance Professionals CPCU 552 Commercial Liability Risk Management and Insurance APA Exam Durations: 2 hours APA Exam Lengths: 85 multiple-choice questions Gain a deeper understanding of the insurance regulatory environment and its effects on the industry by earning the ARC designation. Course Level: Intermediate Completion Time Frame: 9 15 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: IR 201 Insurance Regulation AIAF 114 Insurer Accounting Management CPCU 520 Insurance Operations IR 201 Exam Duration: 2 hours IR 201 Exam Length: 85 multiple-choice questions 28 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

31 Designations Associate in Reinsurance (ARe) Earn the ARe designation and gain practical knowledge of essential reinsurance, finance, and coverage concepts that will enable you to create effective reinsurance programs. Course Level: Intermediate Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: ARe 143 Primary Insurance Coverages ARe 144 Reinsurance Principles and Practices ARe 145 Readings in Reinsurance Issues and Developments CPCU 520 Insurance Operations 1 Elective Course: CPCU 540 Finance and Accounting for Insurance Professionals ARM 56 Risk Financing AIAF 114 Insurer Accounting Management ARe 143 and 144 Exam Durations: 2 hours ARe 143 and 144 Exam Lengths: 85 multiple-choice questions ARe 145 consists of multiple-choice questions based on posted articles. There is no end-of-course exam. ARe Completion Path Ethics 311 or Ethics 312 ARe 143 ARe 144 ARe 145 CPCU 520 Select One Elective Course CPCU 540 ARM 56 AIAF 114 Associate in Reinsurance (ARe) This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 29

32 Designations Associate in Risk Management (ARM) Expand your knowledge beyond insurance by gaining an in-depth understanding of techniques for identifying, analyzing, and treating risk based on common frameworks. Course Level: Intermediate and Advanced Completion Time Frame: 9 15 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: ARM 54 Risk Management Principles and Practices ARM 55 Risk Assessment and Treatment ARM 56 Risk Financing ARM Exam Durations: 2 hours ARM Exam Lengths: 75 multiple-choice questions ARM Segmented Exam Durations: 1 hour ARM Segmented Exam Lengths: 15 to 40 multiple-choice questions ARM, ARM-P, and ARM-E Completion Path Ethics 311 or Ethics 312 NEW! Associate in Risk Management (ARM) ARM 54 ARM 55 ARM 56 This course applies to multiple Institutes programs. Learn more at TheInstitutes.org. Additional Designation Associate in Risk Management for Public Entities (ARM-P) RMPE 352 Associate in Risk Management ERM (ARM-E) ERM Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

33 Designations Associate in Risk Management ERM (ARM-E) Associate in Risk Management for Public Entities (ARM-P) Expand your knowledge beyond traditional risk management by gaining an in-depth understanding of tools and techniques for applying risk management on an enterprise-wide basis. Course Level: Advanced Completion Time Frame: ARM completion time plus an additional 2 3 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: ARM 54 Risk Management Principles and Practices ARM 55 Risk Assessment and Treatment ARM 56 Risk Financing ERM 57 Enterprise Risk Management ERM 57 Exam Duration: 2 hours ERM 57 Exam Length: 65 multiple-choice questions ERM 57 Segmented Exam Durations: 1 hour ERM 57 Segmented Exam Lengths: 15 to 30 multiplechoice questions See ARM, ARM-P, and ARM-E Completion Path on previous page. Gain in-depth knowledge of how risk management tools and techniques apply to the public sector. Course Level: Advanced Completion Time Frame: ARM completion time plus an additional 2 3 months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: ARM 54 Risk Management Principles and Practices ARM 55 Risk Assessment and Treatment ARM 56 Risk Financing RMPE 352 Risk Management for Public Entities RMPE 352 Exam Duration: 2 hours RMPE 352 Exam Length: 75 multiple-choice questions New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 31

34 Designations Associate in Surplus Lines Insurance (ASLI) Propel your career by attaining ASLI, the mark of professional achievement in the innovative surplus lines market. Course Level: Intermediate Completion Time Frame: 9 15 months Please note that the Registered Professional Liability Underwriter (RPLU) designation satisfies the requirement for two electives. ASLI Exam Durations: 2 hours ASLI Exam Lengths: 85 multiple-choice questions Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: ASLI 163 Surplus Lines Insurance Operations ASLI 164 Surplus Lines Insurance Products 2 Elective Courses Elective Courses: Elective options include courses from the following TheInstitutes.org Accredited Adviser in Insurance (AAI) Associate in Insurance Accounting and Finance (AIAF) Associate in Claims (AIC) Associate in Insurance Services (AIS) Associate in Information Technology (AIT) Associate in Commercial Underwriting (AU) Associate in Commercial Underwriting Management (AU-M) Associate in Premium Auditing (APA) Associate in Reinsurance (ARe) Associate in Risk Management (ARM) Chartered Property Casualty Underwriter (CPCU) 32 Valid through Spring 2017 For more details, visit TheInstitutes.org or call (800)

35 Designations California Workers Compensation Claims Professional (WCCP) Senior Professional Public Adjuster (SPPA) Develop the skills to confidently handle California workers compensation claims with in-depth workers compensation claims knowledge. Course Level: Advanced Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: WCCP 16 Permanent Disability Rating in California Workers Compensation Claims and Civil Remedies in California Workers Compensation Claims WCCP 18 Advanced Issues in Discovery and Litigation in California Workers Compensation Claims WCCP 20 Advanced Topics in California Workers Compensation Claims WCCP Exam Durations: 2 hours WCCP Exam Lengths: 85 multiple-choice questions Master the practical, legal, and ethical details of handling claims as a public adjuster. Course Level: Intermediate Completion Time Frame: months Professionals or Ethics 312 Ethics and the CPCU Code of Professional Conduct Courses: AINS 21 Property and Liability Insurance Principles SPPA 30 Claim Principles and Practices for Public Adjusters AIC 31 Property Claim Practices AIC 41 Property Coverages Did You Know? SPPA Exam Duration: SPPA Exam Length: 60 multiple-choice questions SPPA Segmented Exam Durations: 1 hour SPPA Segmented Exam Lengths: 20 to 40 multiple-choice questions Learn more on page 9 New Revised Approved for State CE Print Online Practice Exams Study Aids App Instructor-Led Classroom Available in French 33

36 Exams TheInstitutes.org/ExamReg General Exam Information Testing Window Dates October 15 December 15 Testing Centers On-Site Testing Centers Our exams are given at on-site testing centers in more testing center at TheInstitutes.org/ExamLocations Prometric Test Centers Our exams are also given at Prometric test centers in more TheInstitutes Special Arrangements The Institutes make every effort to assist individuals who Submit requests in writing no later than the first day of Exam Registration Information Examinees must register for an exam with The Institutes How to Register Online: TheInstitutes.org/ExamReg Phone: Fax: (610) Reduced Exam Fees The Institutes offer a reduced exam fee to those engaged agency university Confirmation Scheduling and Taking the Exam abide by The Institutes Code of Academic and Professional Exam Rescheduling, Transferring, and Cancellation Policies Complete exam policy information can be found in The Important Prometric Rescheduling Information Before rescheduling an appointment within the same fee to examinees who reschedule their appointments within is a fee charged and collected by Prometric and agreed business-day window and you have a legitimate hardship please call Prometric Customer Care directly at *Business days are defined as Monday Friday, excluding holidays observed by Prometric. Exam Retake The same exam may be taken a maximum of two times during a given testing window and no more than Study Materials call Customer Success for more information on study 34 Valid through Spring 2017

37 Exams Grading Delays Grades may be delayed after a course undergoes a change in content or exam format until an adequate number of administrations allows for statistical analysis International Exam Information and its possessions are subject to The Institutes 2017 Exam Fee Schedule Full Exams On-Site Exam Fee Prometric Early Exam Fee Prometric Standard Exam Fee U.S. Pen/Paper Exam Fee (Nontransferable) International Pen/Paper Exam Fee (Nontransferable) CPCU $249 $276 $350 n/a $476 AINS $128 $158 $229 n/a $358 API, AIC, ARM, AU, AIT, ARe, Cyber, AIDA, SPPA, $175 $207 $276 n/a $407 WCCA, WCCP AIM, AAI, APA, AMIM, AIAF, AFSB, ASLI, IR, ANFI $232 $266 $334 n/a $466 ERM $242 $308 $377 n/a $508 Introduction to: Property & Casualty; Claims; Underwriting; $46 $149 $216 $174 $349 Risk Management Transfer Fee (Subject to exam transfer rules and time/date restrictions) On-site $90 Prometric $115 Cancellation Forfeiture (Subject to exam cancellation rules and time/date restrictions) On-site $140 Prometric $180 On-Site Testing Note - If the exam fee is less than the transfer fee, the entire exam fee is charged to transfer. Prometric Testing Notes - Changes made to Prometric appointments are subject to a rescheduling fee. Also, when transferring an exam, if the exam fee is less than the transfer fee, the entire exam fee is charged to transfer. If an on-site testing center or a Prometric test center exams in paper-and-pen format for an additional please call (610) or SM, RMPE $72 $153 $222 $178 $353 AIS 25 $93 $153 $222 $178 $353 CAS n/a $350 $350 n/a n/a icas n/a $400 $400 n/a n/a ACSR $57 n/a n/a n/a n/a Segmented Exams On-Site Exam Fee Prometric Early Exam Fee Prometric Standard Exam Fee U.S. Pen/Paper Exam Fee (Nontransferable) International Pen/Paper Exam Fee (Nontransferable) Transfer Fee Cancellation Forfeiture AINS 21, 22, 23, 24 (A, B, C) $62 $101 $153 n/a n/a AIC 37, 41, 43 (A, B) $108 $143 $197 n/a n/a SPPA 30 & API 28, 29 (A, B) $108 $143 $197 n/a n/a WCCA 10, 11 (A, B) $108 n/a n/a n/a n/a AIC 30, 31, 32, 39, 44 (A, B, C) $77 $122 $175 n/a n/a Not transferable. Full exam fee charged to transfer/re-register for segmented exams. The entire exam fee is forfeited if the exam is canceled. ARM 54, 55, 56 (A, B, C) $77 $128 $180 n/a n/a WCCA 12, 14, 15 (A, B, C) $$77 n/a n/a n/a n/a AAI 81, 82, 83 (A, B, C) $98 $143 $197 n/a n/a ERM 57 (A, B, C) $118 $165 $217 n/a n/a For more details, visit TheInstitutes.org or call (800)

38 Solutions Individual Online Courses In addition to our designation courses that are available day-to-day responsibilities into your organization s learning management system Courses can be completed in a matter of hours and as TheInstitutes.org to find the online course that s Continuing Education CEU practical continuing education (CE) courses based on refreshed with new content Columbia Corporate CE Programs Managers can use CEU to establish a tailored corporate program to ensure that all their licensed employees with your learning management system (LMS) for fifty or more employees CEU.com Popular courses include: Administrative Services CEU Administrative Services creates administrative solutions that help our customers achieve their For organizations that would like to deliver their own submitting all of the necessary paperwork on your 36 Valid through Spring 2017

39 Solutions Knowledge Assessments and Solutions The Institutes Knowledge Assessments and Solutions is the only training tool for the risk management and How It Works: Your company identifies its business needs. Employees take an online assessment to reveal knowledge gaps. Custom Solutions Meet your organization s specific professional development needs with The Institutes Custom variety of custom educational products designed just for technical content organizational needs convenient delivery options You can also choose from a variety of different If needed, employees are enrolled in prescriptive learning courses. Employees take an online post assessment to verify knowledge gained. Your organization saves time and increases training ROI. To learn more or schedule a complimentary TheInstitutes.org/CustomSolutions or our Custom Solutions team at TheInstitutes.org/KAS or contact us For more details, visit TheInstitutes.org or call (800)

40 Solutions Leadership Education Industry Research and Analysis Management Education October 9 to 13, 2017 Business Strategy for Emerging Risk and Insurance Leaders Emerge as a leader within your organization and gain valuable organizational leadership training tailored to the risk management and property-casualty insurance brought to you in partnership with the Wisconsin School Designed for experienced and high-potential managers and supervisors who are looking to advance their leadership roles or are in a position to implement the management ranks execute business strategy Learn more at TheInstitutes.org/ManagementEd Executive Education March 26 to 31, 2017 Lead With an Enterprise Perspective in Risk and Insurance Develop the advanced strategic decision-making skills you need to gain a competitive advantage in the risk management and property-casualty insurance industry Designed for senior-level managers with twelve or more years of industry experience who plan and formulate organizational strategies high-performance environment Learn more at TheInstitutes.org/ExecEd Insurance Research Council The Insurance Research Council (IRC) provides valuable research and analysis on current legislative and regulatory Supported by leading property-casualty insurance Policymakers and opinion leaders view IRC reports as and Views Twelve Jurisdictions and Opinions 2015 Edition for the latest reliable research on public policy issues affecting risk 38 Valid through Spring 2017

41 Solutions Networking and Knowledge Sharing The Institutes Community at your fingertips when you join The Institutes The Community is an online social platform where members of the insurance and risk management advance in your career professionals Institutes student TheInstitutesCommunity.org to exchange welcome to join! The Institutes CPCU Society The Institutes CPCU Society is a professional community and career growth for individuals in the risk management resource for lifelong professional development and cutting- The CPCU Society is the premier provider of continuing including those from The Institutes CPCU Society Center is an online resource containing content that has been carefully curated by career stage and that focuses on key topics such as leadership development and Society members can also further customize their including complimentary access to live webinars and Insights members can also access all of the latest versions of CPCUSociety.org to learn how CPCU Society The Institutes CPCU Society Annual Meeting celebrate those who have earned their CPCU brings together insurance and risk management immediately apply to your job emerging challenges facing your business and our industry valuable professional relationships Learn more at CPCUSociety.org For more details, visit TheInstitutes.org or call (800)

42 Solutions Promoting Insurance Education and Careers CPCU-Loman Education Foundation Education Foundation provides financial assistance to sometimes finances can prevent students from the CPCU-Loman Education Foundation can make a positive difference by offering financial aid to help CPCUSociety.org/Loman for details on the CPCU-Loman Education Foundation s financial The Griffith Insurance Education Foundation dedicated to providing nonadvocacy educational offerings that promote the study and teaching of risk management and all lines of insurance to high school and college The Griffith Foundation fills the essential need of preparing an educational head start to successful careers in risk secondary risk management and insurance education nonadvocacy educational programs and resources to help public policymakers make more-informed decisions on GriffithFoundation.org MyPath: Insurance. It s Limitless. The insurance industry is competing for top talent with provides our industry with a unified voice to educate and excite students and young professionals about the Be part of a unified voice to inform students perception of our industry and take advantage of the opportunity to showcase your organization on our InsureMyPath.org 40 Valid through Spring 2017

43 Spend less time training and more time knowing. The Institutes Knowledge Assessments and Solutions is the industry s only targeted training tool to identify and fill employee knowledge gaps while saving you thousands of training hours and training budget dollars. Request a complimentary consultation today TheInstitutes.org/KAS