Getting Started
Invest in your growth with learning and development programs that help enhance your expertise and stay ahead in an evolving risk landscape. The Institutes Designations provide comprehensive education that equips employees with the knowledge and skills needed to excel in their career. Employee Benefits certificates offer targeted training with focused programs that provide practical insights and specialized knowledge to expand your service offerings. Micro-Cert Courses are short, flexible learning modules where you can quickly gain or refresh key skills in specific topics, plus you’ll earn digital badges to display in your email signature and social media profiles. Whether you’re new to the industry or looking to expand your skill set, these programs offer a competitive advantage to help you become a trusted advisor clients expect.
Ready to enroll? Expand the learning options below and click on the links to get started in Workday.
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The Institutes Designations
Recommended Designations:
Early Career
PRC: Professional Risk Consultant™
AAI®: Accredited Adviser in Insurance
ACSR™: Accredited Customer Service Representative™
Associate in Commercial Underwriting (AU™)
Associate in Personal Insurance (API™)
Mid-Career
ARM™ Associate in Risk Management
Experienced
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Employee Benefits Certificates
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Micro-Certs
CE-Eligible
Closing Commercial Coverage Gaps
Helping Clients Prepare for the Worst
Identifying Commercial Clients' Risks
Understanding Supplemental Personal Lines
Closing Business Income Coverage Gaps
Excelling at Account Management
Examining Workers Compensation Coverage
Exploring Today's Risk Management and Insurance Landscape
Understanding P&C Ratemaking and Pricing
Understanding RMI Market Cycles
Non-CE Eligible
The Institutes Designations
Ready For Your Exam?
Follow these steps to register and purchase your exam.
- Sign in to your account. Under your Account Profile, scroll down to Edit your Current Employer, type in The Baldwin Group (Baldwin Risk Partners), and select it from the dropdown list. Within your Account, select Licenses to add or update your information as needed, and be sure your preferred mailing address is indicated.
- Maintaining the accuracy of producer state license information will ensure you receive any free CE credits available for passing designation exams.
- Go to a designation page, scroll down to find your course and select "Buy Exam."
- Choose your testing window, exam, and program from the dropdowns, then select "Add To Cart." Select "Continue To Cart" to check out and select “Proceed to Checkout.”
- Fill out your Contact Information and Billing Details. Under Payment Method, leave the Discount Code blank and Select “Corporate Account” as your Payment Method.
- Enter this Account Number: A68610200 and add your exam number under PO Number (e.g., PRC 110) then complete the checkout process. Your virtual exam will show in My Courses & Exams and can be accessed when the exam window opens.
Explore Your Learning Options
Discover more learning programs that build risk and insurance knowledge, take control of your career path, and accelerate your success.
Employee Benefits Certificates
Better understand employee benefits so you can serve your clients with these courses in health care, retirement, and general benefits. We partner with the International Foundation of Employee Benefits Plans (IFEBP) to offer this valuable content.
Health Plans and Products, Foundations I
Build your foundational knowledge and skills with this comprehensive program covering health care and prescription plans, the ACA and HIPPA, and delivery models.
Health Plans and Products, Foundations II
Explore programs clients can implement to promote employee wellness and savings tools including HSA, HRA, and FSA accounts.
Health Plan Laws & Regulations
Expand your knowledge of the complex laws and regulations that surround health plans and their impact on your clients.
Accelerated Health Benefit Topics
Develop an enhanced mastery of the complexities of Social Security and FMLA and methods to minimize productivity losses as a result of employee leave.
Life and Retirement Essentials
Sharpen your knowledge of life- and retirement-focused products to offer a full range of employee benefits services to your clients.
Certified Employee Benefit Specialist® (CEBS®)
The CEBS designation delivers benefits expertise supported by research-based best practices with a curriculum developed by the Wharton School of the University of Pennsylvania and administered by the International Foundation of Employee Benefit Plans. Whether you are looking to break into the industry, currently work in employee benefits or are an experienced benefits professional, CEBS provides the knowledge you need to succeed in a career in benefits.
Micro-Cert Courses
The Institutes offer curated collection of concentrated, topic-focused Micro-Cert courses to help sharpen your skills and advance your knowledge as you explore key facets of the risk insurance industry and develop your career path and focus.
★ CE-eligible
Closing Commercial Coverage Gaps
Dive into how to best serve your clients and close commercial coverage gaps to reduce risks. Familiarity with standard commercial lines products is helpful in the completion of this course, but not required.
★ CE-eligible
Helping Clients Prepare for the Worst
Explore disaster coverages and develop skills to categorize property, sources of risk, and how to value physical property.
★ CE-eligible
Identifying Commercial Clients' Risks
Understand of risk classifications and categories to collaborate with your clients as you manage their risk and build resilient organizations.
Non-CE eligible
Leading and Coaching Skills
Learn the essentials of recruiting, developing, and leading your team as you explore emotional intelligence, motivational methods, and the keys to managing virtual teams.
★ CE-eligible
Managing Clients' Cyber Risks
Explore the variety of cyber risks clients are exposed to whether they are sole proprietorships or large corporations.
★ CE-eligible
Understanding Supplemental Personal Lines
Understand what personal lines cover and where your clients may be exposed to risk. Familiarity with standard personal lines products is helpful in the completion of this course, but not required.
★ CE-eligible
Closing Business Income Coverage Gaps
Explore BI coverage and differentiate between provisions in business income and extra expense insuring agreements. Understand additional coverages and their limits.
★ CE-eligible
Examining Workers Compensation Coverage
Understand workers comp qualifying criteria and benefits. Review elements of workers comp insurance, liability coverage, and endorsements to minimize exposure.
★ CE-eligible
Excelling at Account Management
Develop strategies to grow your selling skills. Implement strategies to increase sales and leverage opportunities during the policy renewal process to existing customers.
★ CE-eligible
Exploring Today's Risk Management and Insurance Landscape
Assess cyber risk and data liability exposures. Explore how big data and technology influence RMI strategy. Understand why parametric insurance has emerged and how it works.
★ CE-eligible
Understanding P&C Ratemaking and Pricing
Explore the purpose of personal rate regulation and rate-making principles. Explain how underwriters use rating plans to tailor insurance pricing on commercial accounts.
★ CE-eligible
Understanding RMI Market Cycles
Understand unique factors that impact the insurance marketplace and cycles. Examine trends that that influence insurers’ bottom line. Review underwriting’s effect on cycle phases. Explore reinsurance, surplus lines, reinsurance to understand how they shape the marketplace.
We’re here to help
For assistance or any questions, contact ABsupport@theinstitutes.org.
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