Professional Development. Planning for Success. Professional Development Resources for Planning Your Career

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Vincent George
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1 Professional Development Planning for Success Professional Development Resources for Planning Your Career

Professional Development Proven Knowledge. Powerful Results. The Institutes offer a wide range of knowledge solutions designed to help you plan your career and meet your professional goals.

2 Professional Development Proven Knowledge. Powerful Results. The Institutes offer a wide range of knowledge solutions designed to help you plan your career and meet your professional goals. Use this brochure to help you make the right decisions for a successful career. Within it, you will find: Sample professional development paths Descriptions of The Institutes designations and certificate programs A professional development planner Information on how to start your professional development journey Why Choose The Institutes Institutes Learning Solutions Provide Real Value More than 90% of The Institutes program completers believe they added value to their role within their organization. 93% of The Institutes program completers say they gained technical property-casualty insurance knowledge from Institutes course work. 83% of The Institutes program completers credit Institutes course work with preparing them for their long-term goals. 77% of The Institutes program completers agree that Institutes programs helped prepare them for their current job responsibilities. Professional Development Paths How to Use These Paths These sample paths are designed to guide you as you create a targeted professional development plan. Phases: Phase 1: Corresponds roughly with the first year in the propertycasualty insurance industry. These courses provide a solid foundation for successful career-long professional development. Phase 2: nce you have an overall understanding of the industry, Phase 2 will provide more technical knowledge. Phase 3: Professional development should continue throughout your career so you can stay current on the latest industry practices and refine your technical insurance knowledge. Delivery Methods Self-Study Print: indicates printed study materials are available for this program Self-Study nline: indicates online study materials are available for this program Have questions? The Institutes offer free professional development planning advice and assistance. Visit or call The Institutes customer service team at (800) " Professional development with The Institutes opens up doors and expands the horizon of opportunities available to you. The Institutes designation programs and courses teach you how to think more broadly and, in the process, help you gain recognition from your peers and management. With any industry, the more you learn, the better you can perform on the job, and the insurance and risk management industries are no different." Randall Clinger, CPCU, ARe Vice President, Head of Marketing Communications In today s corporate environment, it is more important than ever to set yourself apart from everyone else. My Institutes designations have afforded me the opportunity to show my employer, our customers, and my co-workers that I am driven in my goal to attain a full realm of insurance knowledge. Misty R. Fraley, CPCU, AIM, API, AIS, AINS Personal Lines Underwriting Specialist, The Cincinnati Insurance Companies Self-Study Print (P) Self-Study nline ()

3 Professional Development Paths Agent and Broker Professional Development Path Courses Delivery Mode PHASE 1 Insurance Essentials Introduction to Property and Liability Phase 2 Ethical Guidelines for Insurance Professionals Associate in General Insurance (AINS) Choose 1 of 4 tracks below Phase 3 Compliance Agent Broker Track AAI 83 Agency perations and Sales Management Risk Management Track ARM 54 Risk Assessment or ARM 55 Risk Control or ARM 56 Risk Financing Commercial Property Track AU 61 Underwriting Commercial Property Commercial Liability Track AU 62 Underwriting Commercial Liability AIS 25 Associate in Insurance Services Accredited Adviser in Insurance (AAI) AAI 81 Foundations of Insurance Production AAI 82 Multiple-Lines Insurance Production AAI 83 Agency perations and Sales Management Accredited Adviser in Insurance Management (AAI-M) AAI 87 Agency Leadership and Strategic Alignment Associate in Risk Management (ARM) ARM 54 Risk Management Principles and Practices ARM 55 Risk Assessment and Treatment ARM 56 Risk Financing Chartered Property Casualty Underwriter (CPCU) Commercial CPCU 500 Foundations of Risk Management and Insurance CPCU 520 Insurance perations CPCU 530 Business Law for Insurance Professionals CPCU 540 Finance and Accounting for Insurance Professionals CPCU 551 Commercial Property Risk Management Insurance CPCU 552 Commercial Liability Risk Management and Insurance CPCU 553 Survey of Personal Insurance and Financial Planning CPCU Elective Course Selection CEU CE approved courses as needed based on state licensing requirements

4 Courses Claims Professional Development Path Delivery Mode PHASE 1 Insurance Essentials Introduction to Claims P Phase 2 Ethical Guidelines for Insurance Professionals Associate in General Insurance (AINS) AIC 30 Claims Handling Principles and Practices Associate in Insurance Services (AIS) AIS 25 Delivering Insurance Services Phase 3 Associate in Claims (AIC) Choose 1 of 3 tracks below Multi-line Adjuster AIC 30 Claim Handling Principles and Practices AIC 31 Property Claim Practices AIC 32 Liability Claims Practices AIC 43 Property and Liability Coverages Liability Claims Track AIC 30 Claims Handling Principles and Practices AIC 32 Liability Claims Practices AIC 37 Managing Bodily Injury Claims AIC 42 Liability Coverages Property Claims Track AIC 30 Claims Handling Principles and Practices AIC 31 Property Claim Practices AIC 41 Property Coverages Auto Claims Track AIC 30 Claim Handling Principles and Practices AIC 37 Managing Bodily Injury Claims AIC 39 Auto Claims Practices AIC 40 Personal and Commercial Auto Coverages Workers Compensation Claims Track AIC 30 Claim Handling Principles and Practices AIC 37 Managing Bodily Injury Claims AIC 44 Workers Compensation Claims Practices Associate in Claims Management (AIC-M) AIC 47 Claims Leadership and rganizational Alignment Chartered Property Casualty Underwriter (CPCU) Commercial CPCU 500 Foundations of Risk Management and Insurance CPCU 520 Insurance perations CPCU 530 Business Law for Insurance Professionals CPCU 540 Finance and Accounting for Insurance Professionals CPCU 551 Commercial Property Risk Management Insurance CPCU 552 Commercial Liability Risk Management and Insurance CPCU 553 Survey of Personal Insurance and Financial Planning CPCU Elective Course Selection Compliance CEU CE approved courses as needed based on state licensing requirements

5 Professional Development Paths Customer Service Development Path Courses Delivery Mode PHASE 1 Insurance Essentials Introduction to Property and Liability Phase 2 Ethical Guidelines for Insurance Professionals Accredited Customer Service Representative (ACSR) Choose 1 of 3 tracks below Phase 3 Compliance Commercial Lines Track ACSR 4 Agency Errors and missions ACSR 5 Professional Development and Account Management ACSR 6 Commercial Property Insurance ACSR 7 Commercial Liability Insurance ACSR 8 Commercial Automobile Insurance ACSR 9 Commercial Lines Related Coverages Personal Lines Track ACSR 1 Homeowners Insurance ACSR 2 Personal Autombile Insurance ACSR 3 Personal Lines Related Coverages ACSR 4 Agency Errors and missions ACSR 5 Professional Development and Account Management Life and Health Track ACSR 4 Agency Errors and missions ACSR 5 Professional Development and Account Management ACSR 10 Life Insurance ACSR 11 Retirement Planning ACSR 12 Disability and Health Insurance Associate in Insurance Services (AIS) AIS 25 Delivering Insurance Services Accredited Advisor in Insurance (AAI) AAI 81 Foundations of Insurance Production AAI 82 Multiple-Lines Insurance Production AAI 83 Agency perations and Sales Management Accredited Adviser in Insurance Management (AAI-M) AAI 87 Agency Leadership and Strategic Alignment Chartered Property Casualty Underwriter (CPCU) Commercial CPCU 500 Foundations of Risk Management and Insurance CPCU 520 Insurance perations CPCU 530 Business Law for Insurance Professionals CPCU 540 Finance and Accounting for Insurance Professionals CPCU 551 Commercial Property Risk Management Insurance CPCU 552 Commercial Liability Risk Management and Insurance CPCU 553 Survey of Personal Insurance and Financial Planning CPCU Elective Course Selection CEU CE approved courses as needed based on state licensing requirements

6 Courses Information Technology Professional Development Path Delivery Mode PHASE 1 Insurance Essentials Introduction to Property and Casualty Insurance Phase 2 Ethical Guidelines for Insurance Professionals AINS 24 for IT Professionals Associate in Data Management (AIDM ) Insurance Data Collection and Reporting (IDMA 1) Insurance Data Quality (IDMA 2) Systems Development and Project Management (IDMA 3) Data Management, Administration and Warehousing (IDMA 4) Phase 3 Certified Insurance Data Manager (CIDM ) CPCU 520 Insurance perations CPCU 540 Finance and Accounting for Insurance Professionals CPCU 551 Commercial Property Insurance and Risk Management CPCU 552 Commercial Liability Insurance and Risk Management

7 Underwriting Professional Development Path Courses Delivery Mode PHASE 1 Insurance Essentials Introduction to Underwriting P Phase 2 Ethical Guidelines for Insurance Professionals Associate in General Insurance (AINS) Choose 1 of 2 tracks below Commercial Property Track AU 61 Underwriting Commercial Property Commercial Liability Track AU 62 Underwriting Commercial Liability Associate in Insurance Services (AIS) AIS 25 Delivering Insurance Services Phase 3 Associate in Commercial Underwriting (AU) AU 60 Commercial Underwriting Principles AU 61 Underwriting Commercial Property AU 62 Underwriting Commercial Liability Associate in Commercial Underwriting (AU-M) AU 67 Strategic Underwriting Techniques Associate in Risk Management (ARM) ARM 54 Risk Management Principles and Practices ARM 55 Risk Assessment and Treatment ARM 56 Risk Financing Chartered Property Casualty Underwriter (CPCU) Commercial CPCU 500 Foundations of Risk Management and Insurance CPCU 520 Insurance perations CPCU 530 Business Law for Insurance Professionals CPCU 540 Finance and Accounting for Insurance Professionals CPCU 551 Commercial Property Risk Management Insurance CPCU 552 Commercial Liability Risk Management and Insurance CPCU 553 Survey of Personal Insurance and Financial Planning CPCU Elective Course Selection Self-Study Print (P) Self-Study nline ()

8 Risk Management Professional Development Path Courses Delivery Mode PHASE 1 Insurance Essentials Introduction to Risk Management P Additional Fundamentals ptions International Insurance Fundamentals Surplus Lines Fundamentals Phase 2 Ethical Guidelines for Insurance Professionals Associate in General Insurance (AINS) Choose 1 of 2 Path below Phase 3 Risk Management Path ARM 54 Risk Management Principles and Practices Insurance Finance Series Financial Statements Insurance Accounting Financial Ratios Insurance Cycles Ratings, Regulations and Reinsurance Associate in Risk Management (ARM) ARM 54 Risk Management Principles and Practices ARM 55 Risk Assessment and Treatment ARM 56 Risk Financing Additional Risk Management Education ptions RMPE 352 Risk Management for Public Entitites ERM 57 Enterprise Risk Management Chartered Property Casualty Underwriter (CPCU) Commercial CPCU 500 Foundations of Risk Management and Insurance CPCU 520 Insurance perations CPCU 530 Business Law for Insurance Professionals CPCU 540 Finance and Accounting for Insurance Professionals CPCU 551 Commercial Property Risk Management Insurance CPCU 552 Commercial Liability Risk Management and Insurance CPCU 553 Survey of Personal Insurance and Financial Planning CPCU Elective Course Selection P P Self-Study Print (P) Self-Study nline ()

9 ur Most Popular Designations Associate in Claims (AIC TM ) AIC and AIC-M Completion Path Reduce time and costs, improve customer satisfaction and retention, and avoid costly lawsuits with the Associate in Claims program. With this program, you'll improve your technical claim handling skills, communication and negotiation skills, good-faith claim -handling abilities, and in-depth policy knowledge. Be ready when that promotion opens up. 72% of AIC completers receive a promotion within two years of earning the designation. Gain the technical knowledge you need to succeed. 93% of AIC completers gain advanced knowledge. Ethics 311 or Ethics 312 AIC 30 AINS 21 Select one track Multi-Line Adjuster AIC 31 AIC 32 AIC 43 Auto AIC 37 AIC 39 AIC 40 Property AIC 31 AIC 41 Liability AIC 32 AIC 37 AIC 42 AIC Designation Additional Designation AIC-M Designation AIC 47 Secure your value to your organization. 78% of AIC completers attribute earning the AIC designation to added job security. This course applies to multiple Institutes programs. Learn more at Workers Comp AIC 37 AIC 44 Associate in General Insurance (AINS ) Commercial Insurance Completion Path Accelerate your career in insurance with the Associate in General Insurance (AINS) designation. AINS courses will provide you with comprehensive knowledge of insurance principles, practices, policies, and coverages, while the optional electives will allow you to focus on areas relevant to your professional goals. Gain the education you need to make your experience count. 90% of program completers say earning an Institutes designation added value to their roles. Ethics 311 or Ethics 312 AINS 21* Select one path AINS 22 AINS 22 AINS 23 AINS 23 Elective Elective AINS Designation Secure your value to your organization. 81% believe earning an Institutes designation increased their job security. This course applies to multiple Institutes programs. Learn more at *AINS 24, see page 6, waives AINS 21. Trust the program your colleagues recommend. 93% of designation completers say they would recommend The Institutes' courses. Associate in Commercial Underwriting (AU TM ) AU and AU-M Completion Path Enhance your professional confidence and build a strong foundation in underwriting principles with Tthe Institutes' Associate in Commercial Underwriting program. You'll gain a broadened understanding of advanced underwriting techniques and develop a disciplined approach to underwriting commercial property and liability exposures. Be ready when that promotion opens up. 86% of AU completers say earning the designation prepared them for their long-term career goals. Increase your earning potential. 70% of AU designees received a promotion within two years of completing the program. Ethics 311 or Ethics 312 AINS 23 Associate in Commercial Underwriting (AU) AU 60 AU 61 AU 62 This course applies to multiple Institutes programs. Learn more at Additional Designation Associate in Commercial Underwriting Managment (AU-M) AU 67 Gain skills you can apply immediately. 70% of AU designees said completing the program helped prepare them for their current professional responsibilities.

10 Associate in Risk Management (ARM TM ) The Institutes Associate in Risk Management designation is the premier designation for all risk management professionals. With multiple specialty focuses available, the ARM program allows you to choose from a variety of courses that will help you develop vital skills to control, assess, and finance risk effectively. Demonstrate your commitment to yourself. 87% of completers say earning the ARM designation prepared them for their long-term career goals. Secure your value to your organization. 75% of ARM designees say completing the program resulted in faster career progression. Trust the program your colleagues recommend. 93% of ARM completers say they would recommend The Institutes' courses. Chartered Property Casualty Underwriter (CPCU ) Meet the changes and challenges of a demanding risk management and insurance marketplace with confidence and professionalism. Earn the Chartered Property Casualty Underwriter (CPCU) designation to ensure professional success. Enhance your career like over 70,000 CPCUs before you. 92%of CPCUs believe earning their CPCU prepared them for their long-term career goals. Put your career on the fast track. 85% of CPCUs say earning the CPCU designation accelerated their careers. Gain access to a network dedicated to helping you succeed. 74% of CPCU Society members value the opportunities that being a member gives them to engage with industry experts. ARM, ARM-P, and ARM-E Completion Path Ethics 311 or Ethics 312 This course applies to multiple Institutes programs. Learn more at CPCU Completion Path Select one track Associate in Risk Management (ARM) ARM 54 ARM 55 ARM 56 Personal Lines CPCU 555 CPCU 556 CPCU 557 Commercial Lines CPCU 551 CPCU 552 CPCU 553 Additional Designations This course applies to multiple Institutes programs. Learn more at Associate in Risk Management For Public Entities (ARM-P) RMPE 352 Associate in Risk Management ERM (ARM-E) ERM 57 CPCU Designation New! Management Program Tracks The Institutes now offer management tracks within specialized designation programs designed specifically for professionals focused on developing or enhancing their management skills. Associate in Claims Management (AIC-M TM ) This program emphasizes aligning claims within your organization and managing the claims area to improve customer satisfaction and retention. Associate in Commercial Underwriting Management (AU-M TM ) Previously known as the Associate in Commercial Underwriting Strategic Techniques (AU-S), AU-M focuses on valuable technical knowledge that you can use to manage a profitable book of business. Accredited Adviser in Insurance (AAI-M TM ) This program will teach you new leadership skills that will help you align your agency's operations with its organizational goals. Visit our website to learn more about our other designations and certificates:

11 My Professional Development Planner

12 Getting Started How to Get Started 1. Choose a course. The Institutes offer free educational counseling to help you decide which course is right for you. Visit to see if you qualify for waivers based on courses completed for other designations or advanced degrees. 2. Talk to your employer. Find out whether they: Reimburse educational expenses rder study materials Submit your exam registrations ffer onsite testing 3. rder your study materials. You can order online at or by calling Customer Service at (800) American Institute For Chartered Property Casualty Underwriters 4. Register for your exam. You can register for your exam at or by calling Customer Service at (800) Schedule your exam appointment. Find an onsite testing center by visiting or find a Prometric testing center by visiting PFS_BR2020_04_1014

Professional Development Solutions

Professional Development Solutions Fall 2016 Spring 2017 Are you ready for the big data revolution? Help prepare yourself for the future with The Institutes Associate in Insurance Data Analytics (AIDA)