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. 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: Once 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 Online: indicates online study materials are
available for this program
Have questions?
The Institutes offer free professional development planning advice
and assistance. Visit www.TheInstitutes.org or call The Institutes’
customer service team at (800) 644-2101.
"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 Online (O)
Professional Development Paths
Agent and Broker Professional Development Path
Courses
PHASE 1
Phase 2
Delivery Mode
Insurance Essentials
P, O
Introduction to Property and Liability
P, O
Ethical Guidelines for Insurance Professionals
O
Associate in General Insurance (AINS)—Choose 1 of 4 tracks below
Agent Broker Track
AINS 21—Property and Liability Insurance Principles
P, O
AINS 23—Commercial Insurance
P, O
AAI 83—Agency Operations and Sales Management
P, O
Risk Management Track
AINS 21—Property and Liability Insurance Principles
P, O
AINS 23—Commercial Insurance
P, O
ARM 54—Risk Assessment or ARM 55—Risk Control or ARM 56—Risk Financing
P, O
Commercial Property Track
AINS 21—Property and Liability Insurance Principles
P, O
AINS 23—Commercial Insurance
P, O
AU 61—Underwriting Commercial Property
P, O
Commercial Liability Track
Phase 3
AINS 21—Property and Liability Insurance Principles
P, O
AINS 23—Commercial Insurance
P, O
AU 62—Underwriting Commercial Liability
P, O
AIS 25­—Associate in Insurance Services
P, O
Accredited Adviser in Insurance (AAI)
AAI 81—Foundations of Insurance Production
P, O
AAI 82—Multiple-Lines Insurance Production
P, O
AAI 83—Agency Operations and Sales Management
P, O
Accredited Adviser in Insurance—Management (AAI-M)
AAI 87—Agency Leadership and Strategic Alignment
P, O
Associate in Risk Management (ARM)
ARM 54—Risk Management Principles and Practices
P, O
ARM 55—Risk Assessment and Treatment
P, O
ARM 56—Risk Financing
P, O
Chartered Property Casualty Underwriter (CPCU)—Commercial
CPCU 500­—Foundations of Risk Management and Insurance
P, O
CPCU 520—Insurance Operations
P, O
CPCU 530—Business Law for Insurance Professionals
P, O
CPCU 540—Finance and Accounting for Insurance Professionals
P, O
CPCU 551—Commercial Property Risk Management Insurance
P, O
CPCU 552—Commercial Liability Risk Management and Insurance
P, O
CPCU 553—Survey of Personal Insurance and Financial Planning
P, O
CPCU Elective Course Selection
Compliance
CEU CE approved courses as needed based on state licensing requirements
Claims Professional Development Path
Courses
PHASE 1
Phase 2
Phase 3
Compliance
Insurance Essentials
Introduction to Claims
Ethical Guidelines for Insurance Professionals
Associate in General Insurance (AINS)
AINS 21—Property and Liability Insurance Principles
AINS 23—Commercial Insurance
AIC 30—Claims Handling Principles and Practices
Associate in Insurance Services (AIS)
AIS 25—Delivering Insurance Services
Associate in Claims (AIC)—Choose 1 of 3 tracks below
Multi-line Adjuster
AINS 21—Property and Liability Insurance Principles
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
AINS 21—Property and Liability Insurance Principles
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
AINS 21—Property and Liability Insurance Principles
AIC 30—Claims Handling Principles and Practices
AIC 31—Property Claim Practices
AIC 41—Property Coverages
Auto Claims Track
AINS 21—Property and Liability Insurance Principles
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
AINS 21—Property and Liability Insurance Principles
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 Organizational Alignment
Chartered Property Casualty Underwriter (CPCU)—Commercial
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 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
Delivery Mode
P, O
P
O
O
O
O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
P, O
Professional Development Paths
Customer Service Development Path
Courses
PHASE 1
Phase 2
Delivery Mode
Insurance Essentials
P, O
Introduction to Property and Liability
P, O
Ethical Guidelines for Insurance Professionals
O
Accredited Customer Service Representative (ACSR)—Choose 1 of 3 tracks below
Commercial Lines Track
ACSR 4—Agency Errors and Omissions
P, O
ACSR 5—Professional Development and Account Management
P, O
ACSR 6—Commercial Property Insurance
P, O
ACSR 7—Commercial Liability Insurance
P, O
ACSR 8—Commercial Automobile Insurance
P, O
ACSR 9—Commercial Lines Related Coverages
P, O
Personal Lines Track
ACSR 1—Homeowners Insurance
P, O
ACSR 2—Personal Autombile Insurance
P, O
ACSR 3—Personal Lines Related Coverages
P, O
ACSR 4—Agency Errors and Omissions
P, O
ACSR 5—Professional Development and Account Management
P, O
Life and Health Track
ACSR 4—Agency Errors and Omissions
P, O
ACSR 5—Professional Development and Account Management
P, O
ACSR 10—Life Insurance
P, O
ACSR 11—Retirement Planning
P, O
ACSR 12—Disability and Health Insurance
P, O
Associate in Insurance Services (AIS)
AIS 25—Delivering Insurance Services
Phase 3
P, O
Accredited Advisor in Insurance (AAI)
AAI 81—Foundations of Insurance Production
P, O
AAI 82—Multiple-Lines Insurance Production
P, O
AAI 83—Agency Operations and Sales Management
P, O
Accredited Adviser in Insurance—Management (AAI-M)
AAI 87—Agency Leadership and Strategic Alignment
P, O
Chartered Property Casualty Underwriter (CPCU)—Commercial
CPCU 500—Foundations of Risk Management and Insurance
P, O
CPCU 520—Insurance Operations
P, O
CPCU 530—Business Law for Insurance Professionals
P, O
CPCU 540—Finance and Accounting for Insurance Professionals
P, O
CPCU 551—Commercial Property Risk Management Insurance
P, O
CPCU 552—Commercial Liability Risk Management and Insurance
P, O
CPCU 553—Survey of Personal Insurance and Financial Planning
P, O
CPCU Elective Course Selection
Compliance
CEU CE approved courses as needed based on state licensing requirements
Information Technology Professional Development Path
Courses
PHASE 1
Phase 2
Phase 3
Delivery Mode
Insurance Essentials
Introduction to Property and Casualty Insurance
Ethical Guidelines for Insurance Professionals
AINS 24 for IT Professionals
Associate in Data Management (AIDM®)—http://www.idma.org/educationTrimester.htm
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)
Certified Insurance Data Manager (CIDM®)—http://idma.org/educationAchievingYourDesignation.htm
CPCU 520—Insurance Operations
CPCU 540—Finance and Accounting for Insurance Professionals
CPCU 551—Commercial Property Insurance and Risk Management
CPCU 552—Commercial Liability Insurance and Risk Management
P, O
P, O
O
P, O
P, O
P, O
P, O
P, O
Underwriting Professional Development Path
Courses
PHASE 1
Phase 2
Delivery Mode
Insurance Essentials
P, O
Introduction to Underwriting
P
Ethical Guidelines for Insurance Professionals
O
Associate in General Insurance (AINS)—Choose 1 of 2 tracks below
Commercial Property Track
AINS 21—Property and Liability Insurance Principles
P, O
AINS 23—Commercial Insurance
P, O
AU 61—Underwriting Commercial Property
P, O
Commercial Liability Track
AINS 21—Property and Liability Insurance Principles
P, O
AINS 23—Commercial Insurance
P, O
AU 62—Underwriting Commercial Liability
P, O
Associate in Insurance Services (AIS)
AIS 25—Delivering Insurance Services
Phase 3
P, O
Associate in Commercial Underwriting (AU)
AINS 23—Commercial Insurance
P, O
AU 60—Commercial Underwriting Principles
P, O
AU 61—Underwriting Commercial Property
P, O
AU 62—Underwriting Commercial Liability
P, O
Associate in Commercial Underwriting (AU-M)
AU 67—Strategic Underwriting Techniques P, O
Associate in Risk Management (ARM)
ARM 54—Risk Management Principles and Practices
P, O
ARM 55—Risk Assessment and Treatment
P, O
ARM 56—Risk Financing
P, O
Chartered Property Casualty Underwriter (CPCU)—Commercial
CPCU 500—Foundations of Risk Management and Insurance
P, O
CPCU 520—Insurance Operations
P, O
CPCU 530—Business Law for Insurance Professionals
P, O
CPCU 540—Finance and Accounting for Insurance Professionals
P, O
CPCU 551—Commercial Property Risk Management Insurance
P, O
CPCU 552—Commercial Liability Risk Management and Insurance
P, O
CPCU 553—Survey of Personal Insurance and Financial Planning
P, O
CPCU Elective Course Selection
Self-Study Print (P)
Self-Study Online (O)
Risk Management Professional Development Path
Courses
PHASE 1
Delivery Mode
Insurance Essentials
P, O
Introduction to Risk Management
P
Additional Fundamentals Options
Phase 2
International Insurance Fundamentals
O
Surplus Lines Fundamentals
O
Ethical Guidelines for Insurance Professionals
O
Associate in General Insurance (AINS)—Choose 1 of 2 Path below
Risk Management Path
AINS 21—Property and Liability Insurance Principles
P, O
AINS 23—Commercial Insurance
P, O
ARM 54—Risk Management Principles and Practices
P, O
Insurance Finance Series Phase 3
Financial Statements
O
Insurance Accounting
O
Financial Ratios
O
Insurance Cycles O
Ratings, Regulations and Reinsurance O
Associate in Risk Management (ARM)
ARM 54—Risk Management Principles and Practices
P, O
ARM 55—Risk Assessment and Treatment
P, O
ARM 56—Risk Financing
P, O
Additional Risk Management Education Options
RMPE 352—Risk Management for Public Entitites
P
ERM 57—Enterprise Risk Management
P
Chartered Property Casualty Underwriter (CPCU)—Commercial
CPCU 500—Foundations of Risk Management and Insurance
P, O
CPCU 520—Insurance Operations
P, O
CPCU 530—Business Law for Insurance Professionals
P, O
CPCU 540—Finance and Accounting for Insurance Professionals
P, O
CPCU 551—Commercial Property Risk Management Insurance
P, O
CPCU 552—Commercial Liability Risk Management and Insurance
P, O
CPCU 553—Survey of Personal Insurance and Financial Planning
P, O
CPCU Elective Course Selection
P, O
Self-Study Print (P)
Self-Study Online (O)
Our Most Popular Designations
Associate in Claims (AICTM)
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.
Multi-Line Adjuster
AIC 31
AIC 32
AIC 43
Ethics 311
or
Ethics 312
AIC 30
AINS 21
Auto
AIC 37
AIC 39
AIC 40
Select
one
track
Property
AIC 31
AIC 41
Associate in General Insurance (AINS®)
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.
• Secure your value to your organization.
81% believe earning an Institutes designation increased their
job security.
AIC-M
AIC
Designation
AIC 47
Designation
Liability
AIC 32
AIC 37
AIC 42
• Gain the technical knowledge you need to succeed.
93% of AIC completers gain advanced knowledge.
• Secure your value to your organization.
78% of AIC completers attribute earning the AIC designation
to added job security.
Additional
Designation
Workers Comp
AIC 37
AIC 44
This course applies to multiple Institutes programs.
Learn more at www.TheInstitutes.org.
Commercial Insurance Completion Path
Ethics 311
or
Ethics 312
AINS 21*
AINS 22
AINS 23
AINS 22
Elective
AINS 23
Elective
Select
one
path
AINS
Designation
This course applies to multiple Institutes programs.
Learn more at www.TheInstitutes.org.
*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
(AUTM)
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.
• Gain skills you can apply immediately.
70% of AU designees said completing the program helped
prepare them for their current professional responsibilities.
AU and AU-M Completion Path
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 www.TheInstitutes.org.
Additional
Designation
Associate in
Commercial
Underwriting–
Managment
(AU-M)
AU 67
Associate in Risk Management (ARMTM)
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.
ARM, ARM-P, and ARM-E Completion Path
Associate
in Risk
Management
(ARM)
Ethics 311
or
Ethics 312
Associate in Risk
Management For Public
Entities (ARM-P)
RMPE 352
Additional
Designations
ARM 54
ARM 55
ARM 56
Associate in Risk
Management—ERM
(ARM-E)
ERM 57
This course applies to multiple Institutes programs.
Learn more at www.TheInstitutes.org.
• 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.
CPCU Completion Path
Select
one
track
Personal Lines
CPCU 555
CPCU 556
CPCU 557
CPCU
Designation
Commercial Lines
CPCU 551
CPCU 552
CPCU 553
This course applies to multiple Institutes programs. Learn more at www.TheInstitutes.org.
• 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.
New! Management Program Tracks
Associate in Claims—Management (AIC-MTM)
The Institutes now offer management tracks within specialized
designation programs designed specifically for professionals focused on
developing or enhancing their management skills.
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-MTM)
Accredited Adviser in Insurance (AAI-MTM)
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.
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: www.TheInstitutes.org.
My Professional Development Planner
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 www.TheInstitutes.org 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
• Order study materials
• Submit your exam registrations
• Offer onsite testing
3. Order your study materials.
© 2014 American Institute For Chartered Property Casualty Underwriters
You can order online at www.TheInstitutes.org or by calling Customer Service at (800) 644-2101.
4. Register for your exam.
You can register for your exam at www.TheInstitutes.org or by calling Customer Service at
(800) 644-2101.
5. Schedule your exam appointment.
Find an onsite testing center by visiting www.TheInstitutes.org/examlocations or find a Prometric
testing center by visiting www.prometric.com/TheInstitutes.
PFS_BR2020_04_1014
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