Chartered Property Casualty Underwriter (CPCU) is a professional designation in property-casualty insurance and risk management. The curriculum includes eight courses covering topics such as insurance law, history, contracts, ratemaking, and risk management, as well as business courses in finance, corporate strucutre and ethics. CPCU designees are bound by a Code of Ethics and must also pass an experience requirement.
Certified Life Underwriter (CLU) is an advanced life insurance and financial planning designation. The curriculum includes eight courses covering topics such as insurance planning, life insurance, insurance law, estate planning, and business planning, as well as financial planning, income taxation, group benefits and retirement planning.
Certified Financial Planner (CFP) is a professional certification for financial planners. Candidates must have a bachelor's degree or higher from an accredited U.S. college or university and master planning areas such as financial, insurance, employee benefits, investment and securities, income tax, estate and transfer tax, asset protection, retirement and estate planning. The designation is earned after the candidate passes a 10-hour exam.
Certified Insurance Counselor (CIC) is an insurance agent professional certification designation. The curriculum consists of five institutes covering Agency Management, Commercial Casualty, Commercial Property, Life & Health, and Personal Lines.
Certified Risk Manager (CRM) is a professional designation that is earned after the completion of five practically oriented courses covering topics such as principles of risk management, analysis of risk, control of risk, financing of risk and practice of risk management.
Associate in Risk Management (ARM) is a professional designation that teaches how to build and implement a balanced risk financing strategy using retention, transfer, and hybrids. The curriculum consists of three courses covering risk assesment, risk control, and risk financing.
Chartered Financial Consultant (ChFC) is a professional designation that focuses on the advanced financial planning needs of individuals, professionals, and small business owners.
The curriculum includes nine courses covering topics such as financial planning, insurance planning, income taxation, retirement planning, investments, estate planning, as well as, executive compensation and the financial system in the economy.
Certified Insurance Service Representative (CISR) is a professional designation for customer service representatives. The curriculum includes five courses covering topics such as commercial casualty exposures, commercial property, personal residential property, personal auto exposures and agency operations.
Accredited Advisor in Insurance (AAI) is a professional deisgnation earned by producers who complete a course of study and succesfully take a series of three national examinations. The curriculum includes foundations of insurance protection, multiple-lines insurance production and agency operations and sales management.
Associate in Reinsurance (ARe) is a professional designation that is earned after the completion of four courses that focus on reinsurance principles and practices.
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