Agent and Broker Courses and Programs
Browse our full list of courses tailored to the needs of agents and brokers. Whether you’re looking to grow your foundational, technical, or leadership skills, our programs are designed to help you stay ahead of evolving trends, gain on-the-job skills, and develop a consultative approach to managing your customers' unique risks.
Use these links* to find the appropriate level for your career experience:
Recommended
Not sure where to start? Take a look at a few of our most popular courses that provide essential knowledge about risk management and insurance that every agent or broker should have.
-
Accredited Adviser in Insurance (AAI®)
Course Title PDU Price Description Course No. AAI 301-Becoming a Successful Agent 12 $299 Master essential skills key to becoming a successful insurance agent. Deepen your understanding of your role as an agent and how to best serve your clients, work with carriers, and manage clients’ risks. CAAI301F AAI 302-Growing a Book of Business 12 $299 Develop the skillset required to maintain and build a book of business. Examine methods to attract and retain clients, target coverage solutions, and use current technological solutions to your advantage. CAAI302F AAI 303- Understanding Coverage Solutions 12 $299 Deepen your coverage solutions knowledge-base. Explore personal homeowners, personal auto, and commercial property policies and how to address gaps with expanded coverage. CAAI303F AAI 330-Managing a Thriving Agency 12 $299 Master the skills to recruit, train, and retain employees through your agency’s career pathing, succession planning, culture, and common goals. CAAI330 -
Professional Risk Consultant (PRC™)
Course Title PDU Price Description Course No. PRC 110-Insurance Foundations for Agents and Brokers 12 $299 Learn about common types of insurance and insurers. Explore how risk management has evolved. Gain an understanding of why insurance operations are regulated. C110F PRC 111-Recommending Coverage Solutions 12 $299 Explore commercial property and general liability coverage and policies. Understand why liability coverage is vital and the options you have when recommending a solution. C111F PRC 112: Focusing on Commercial Coverage Solutions 12 $299 Understand coverage options, causes of loss, and factors influencing premiums as you explore the intricacies of commercial property insurance. C112F
Foundational
If you’re new to risk management and insurance or starting a new role, our foundational courses and programs will help you gain a deeper understanding of RMI fundamentals.
-
AI Online Courses
Course Title PDU Price Description Course No. Enhancing Marketing Strategies With AI 3.2 $79 Better segment and target customers by learning how AI can transform marketing strategies, helping you stand out from the competition. AI-MKTG Streamlining the Sales Process With AI 3.2 $79 Better serve your clients by discovering how AI streamlines policy renewals to increase customer retention and boost efficiencies. AI-SALE -
Essential Business Skills for Insurance Professionals
Course Title PDU Price Description Course No. Fundamental Business Skills 1 $25 Gain a competitive edge by combining key skills like basic finance and time management with effective interpersonal communications and emotional intelligence. BUS 212 Building Client Relationships 1 $25 Learn the interpersonal skills that help you establish productive business relationships. You'll discover how to manage projects and how to identify and handle the needs of your clients. BUS 213 Consultative Selling 2 $50 Discover the dynamics of how clients make buying decisions. You will learn to provide solutions that help turn prospects into clients. BUS 214 Management Training 2 $50 Learn the basics of employment law, performance management, and coaching. Develop the interpersonal skills and the perspective to help you deliver on organizational expectations. BUS 215 Follow-Up Coaching 1 $25 Maximize the benefits of employee training by understanding how to develop your employees. Managers and prospective managers will see the fundamentals of performance management in action. BUS 216 Overview of Insurance 2nd Ed 1 $25 Gain new skills and confidence in your understanding of essential insurance concepts and how to apply them to your everyday work. BUSSKL-001 -
Essentials Online Courses
Course Title PDU Price Description Course No. Claims Essentials 4 $99 Learn how to support customers with their losses and understand how claims fits into the insurance value chain. ESSN-CLM Insurance Essentials 4 $99 Set yourself up for success with a strong foundation of risk management and insurance knowledge. ESSN-INS Sales & Marketing Essentials 4 $99 Learn how to connect with customers, differentiate insurance products, and support revenue growth at your organization. ESSN-SAL Underwriting Essentials 4 $99 Build the skills to assess risk, make smart coverage decisions, and collaborate effectively with colleagues. ESSN-UND -
Ethics
Course Title PDU Price Description Course No. Insurance Ethics $art of PTC1 Package Equip yourself to fairly resolve problems, effectively communicate with customers, and adhere to laws and regulations with this comprehensive exploration of ethical conduct. PTC1-603-CE Ethical Decision Making in Risk and Insurance Free Build an ethical framework and gain skills to effectively navigate ethical dilemmas and foster integrity in risk management and insurance. 311CE -
Insurance Fundamentals
Course Title PDU Price Description Course No. Cyber Risk Fundamentals 3 $75 Discover how cyber risk loss exposures are covered and how to effectively manage your client’s emerging cyber loss exposures. CYB 201 Insurance Business Fundamentals 2 $50 Learn about the benefits of insurance to its purchasers, the functions within insurance organizations, and more. CFBS1 Insurance Ethics Fundamentals 1 $25 Learn frameworks for resolving ethical dilemmas and how to conduct yourself competently and ethically to ensure that consumers receive the benefits they expect. CFET1 Surplus Lines Fundamentals 3 $75 Confidently explain the transaction process used by surplus lines intermediaries so that you can better serve clients with risks that the standard market doesn’t accept. SPEC 210-CE -
Introduction Courses
Course Title PDU Price Description Course No. Fundamentals of Property-Casualty Insurance, 1st Ed 3 $75 Get an introduction to insurance principles. Ideal for professionals who are new to the insurance business or who work in nontechnical positions in the industry and would like to learn more about the insurance mechanism. GEN 201 Communicating Effectively, 2nd Ed 1 $25 Learn how to use the communication process in claim handling and to employee active listening skills in claim handling. CLM 414 Introduction to Risk Management and Insurance 6.8 $170 Develop an understanding of property-casualty insurance, risk management, underwriting, and claims in this four- to six-week online course. RMI 315 -
Insurance Principles
Course Title PDU Price Description Course No. Insurance Regulation, 7th Ed 2 $50 Discover how regulations govern the practices of insurers per state, how insurers develop insurance rates, the role of NAIC, and more. PRIN 203 Marketing, 7th Ed 2 $50 Gain a better understanding of the field of marketing and develop a more in-depth view of what marketing entails PRIN 206 Understanding Insurance, 7th Ed 2 $50 Gain a better understanding of the framework of insurance by discussing the major roles of insurance, common types of insurance, and functional areas of an insurer. PRIN 209 -
MICRO-COURSES - Business Acumen
Course Title PDU Price Description Course No. The Insurance Business 1.5 $37 Discuss the evolution of insurance, the benefits of insurance, why insurance is regulated, insurer solvency, and the prevention of destructive competition. ML 002 The Insurance Product 1.5 $37 Learn about how insurance policies are structured, preprinted and manuscript forms, self-contained and modular policies, and other documents that a policy can contain. ML 003 -
MICRO-COURSES - Foundations
Course Title PDU Price Description Course No. Micro-course: Insurance Basics 1.5 $37 Build a solid foundation of insurance fundamentals and gain an understanding of the key elements of how insurance works, as well as how it benefits society. SAOIF1 Micro-course: Insurance Financial Basics 1.5 $37 Gain an overview of insurance transactions, as well as insights into insurer profits and how they are used. SAOIF2 Micro-course: Insurance Operations 1.5 $37 Gain an overview of insurance companies and the roles of their producers, as well as regulation and ethics as they apply to the insurance landscape. SAOIF3 -
MICRO-COURSES - New Hire Onboarding P&C Content
Course Title PDU Price Description Course No. Micro-course: Industry Overview 1 $25 Understand the basics of the risk management and property-casualty insurance landscape, including the nature of risk and the fundamentals of pooling before describing a typical insurance transaction. ONB 203 Micro-course: Financial Overview 1 $25 Dive into the financial side of insurance, including how and why insurers earn profits, how to measure an insurer’s profits, the importance of return on surplus, and how insurers spend premiums. ONB 204 Micro-course: Ethics and Regulation 1 $25 Explore insurers’ ethical and legal requirements. Learn how insurance benefits society, describes the importance of ethical behavior from both insurers and insureds, and outlines the United States insurance-regulation framework. ONB 205 Micro-course: Insurer Departments and Their Tasks 1 $25 Explore the differences between centralized and decentralized organizational structures, including various departments unique to the insurance industry. ONB 206 Micro-course: Categories of Insurers and Services to the Insurance Industry 1 $25 Explore the three main types of insurance: property-casualty, life and health, and reinsurance. Learn about the various forms of insurer ownership and the different roles producers play. ONB 207 -
Successful Starts
Course Title PDU Price Description Course No. Successful Starts for CSRs 3 $75 Gain the confidence and professionalism you need to succeed in your new customer service role. ONB 201 Successful Starts for Producers 3 $75 Demystify the insurance marketplace, increase your insurance IQ and help you understand the importance of risk management to customers. ONB 202 -
Associate in Insurance (AINS®)
Course Title PDU Price Description Course No. AINS 101-Increasing Your Insurance IQ 14 $349 Put insurance basics into practice and gain the ability to collaborate with colleagues from different departments. C101F AINS 102-Understanding Personal Insurance 14 $349 Learn the basics of key personal coverages and how insurer roles work together to deliver personal insurance solutions. C102F AINS 103-Exploring Commercial Insurance 14 $349 Learn commercial coverage fundamentals and how different insurer roles interact with businesses to select coverage and pay claims. C103F
Technical
If you want to advance in your role and become an expert in your field, our technical courses and programs will provide you with in-demand and in-depth skills you can use right away.
-
Introduction Courses
Course Title PDU Price Description Course No. Insurer Value Chain: Policy Administration 5.6 $140 Gain an understanding of the producer’s role, from start to finish, in connecting clients with insurers that can meet their needs. ISABI01 -
Accelerated Health Benefit Topics Certificate
Course Title PDU Price Description Course No. Understanding Social Security 6.6 $165 This course is designed to help both employers and individual workers understand eligibility requirements and funding processes in anticipation of applying for Social Security or Social Security Disability Insurance (SSDI). IFEBP 024-OL Self-Funded Health Plans: Cost Containment Strategies 4.4 $110 This course explains how self-funded plan sponsors can use data analytics, predictive modeling and various plan designs to deliver cost-effective health care benefits while achieving strategic goals. IFEBP 033-OL Self-Funded Health Plans: Understanding Stop-Loss Insurance 2.2 $55 This course explains the types of stop-loss insurance available and what to know before purchasing and negotiating a policy. IFEBP 009-OL Self-Funded Health Plans: Plan Administration 6.6 $165 Self-funded group health plan sponsors must give careful consideration to plan administration. This includes enrolling participants, collecting contributions, processing claims, and maintaining compliance with federal laws. IFEBP 034-OL Family Medical Leave Act (FMLA) 8.8 $220 This course will help employers identify their responsibilities under FMLA so they can administer leave properly to eligible employees. IFEBP 013-OL Leave Program Design and Administration 8.8 $220 This course will review the various types of short- and long-term leave programs that employers can provide as well as best practices for designing and administering these benefits. IFEBP 032-OL Managing Absence and Productivity Issues 4.4 $110 This course addresses absence management strategies and other tools for driving employee productivity. IFEBP 031-OL -
Health Plan Laws & Regulations Certificate
Course Title PDU Price Description Course No. Medicare Basics 6.6 $165 This course provides an overview of the current Medicare program, including benefits, trust funds and provider payments. IFEBP 017-OL Americans with Disabilities Act (ADA) 6.6 $165 This course goes into depth on Title I of ADA, which specifically provides protection from employment discrimination to qualified applicants and employees with disabilities. IFEBP 026-OL -
Health Product Foundations I Certificate
Course Title PDU Price Description Course No. Introduction to Group Health Plans 8.8 $220 Identify the different plan funding options, outlines the evolution of managed care, reviews cost-containment strategies for group health plans and addresses how plans must comply with federal and state laws. IFEBP 001-OL Overview of Prescription Drugs 2.2 $55 For many consumers, taking medication is a part of daily life, but navigating through sources of coverage, the different types of drugs that exist, various plan costs and features, and the claims process can be difficult. IFEBP 002-OL Self-Funded Health Plan Basics 2.2 $55 Outline the basics of self-funding and provide a foundation for decision making, design and administration. IFEBP 003-OL HIPPA Privacy 2.2 $55 Get comprehensive training on the latest HIPAA regulations for plan sponsors and business associates. IFEBP 016-OL Health Literacy 2.2 $55 Only 12% of adults are proficient in health literacy. This course defines health literacy and its importance and provides a comprehensive overview of how to assist consumers with low health literacy in any setting. IFEBP 018-OL Health Insurance Basics 2.2 $55 Designed for those who help participants enroll in health insurance coverage, this course focuses on the basic concepts and terminology that consumers need to know. IFEBP 019-OL Health Care Cost Quality 2.2 $55 To use health care coverage wisely and effectively, consumers must understand the various costs associated with their coverage as well as set expectations for quality of care. IFEBP 020-OL Health Care Delivery Models 2.2 $55 Stay informed on ever-developing health care delivery models. This course will review the evolution of health care plan types, demonstrating how different plans utilize various models for delivering care to consumers. IFEBP 021-OL Overview of ACA 2.2 $55 This course offers a current look at the main components of the Affordable Care Act (ACA) and the law’s impact on health care plans. IFEBP 022-OL Overview of Exchanges 2.2 $55 Everything you need to know about the ACA-created online Marketplace, also known as a public exchange in some states, is covered in this course. IFEBP 023-OL -
Health Product Foundations II Certificate
Course Title PDU Price Description Course No. Workforce Wellness 6.6 $165 Learn how taking an active role in supporting employee wellness can improve overall productivity and the health and stability of your workforce. IFEBP 005-OL Health Savings Accounts (HSAs) 6.6 $165 Learn about who can own and contribute to an HSA, as well as contribution limits, distribution requirements and administration considerations. IFEBP 004-OL Health Reimbursement Arrangements 4.4 $110 This course reviews HRA funding requirements, tax advantages, distribution options for qualifying medical expenses, claims substantiation and other administration considerations. IFEBP 006-OL Flexible Spending Accounts (FSAs) 8.8 $220 This course reviews the various requirements of health care flexible spending accounts (HCFSAs), dependent care flexible spending accounts (DCFSAs) and limited purpose FSAs. IFEBP 010-OL -
Life and Retirement Essentials Certificate
Course Title PDU Price Description Course No. Overview of Disability Plans 2.2 $55 Learn more about the various types of private and government-sponsored disability insurance programs as well as how to guide consumers with disabilities and their families through the decision-making process. IFEBP 008-OL Life and Accidental Death & Dismemberment 4.4 $110 This course provides a solid understanding of life insurance options, business-oriented life policies, accidental death and dismemberment (AD&D) policies, and underwriting and eligibility requirements. IFEBP 007-OL 401(k) Plans 8.8 $220 This course looks at many considerations for structuring and administering a compliant 401(k) plan, including employer and employee contributions, nondiscrimination testing, safe harbor protections, automatic enrollment and distributions. IFEBP 030-OL Overview of Retirement Plans 6.6 $165 This course reviews the different plan structures available and all of the Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA) requirements that retirement plans must meet to qualify for tax advantages. IFEBP 027-OL Defined Contribution Plans 2.2 $55 Study how profit-sharing plans, employee stock ownership plans (ESOPs), Savings Incentive Match Plans for Employees (SIMPLE) plans, and more provide different retirement savings options to employees. IFEBP 029-OL Defined Benefit Plans 4.4 $110 Learn about the defined benefit plan options available to plan sponsors, including the different pay- and service-related benefit formulas, plan funding responsibilities, investment decisions and risks, distribution methods and plan termination options. IFEBP 028-OL Retirement Plan Investment & Vend Management 8.8 $220 Meet all the key players involved in designing, administering and growing a retirement plan and review their unique responsibilities. IFEBP 015-OL -
MICRO-COURSES - Digital Literacy
Course Title PDU Price Description Course No. Micro-course: Communicating Like a Professional 1.5 $37 Learn how to communicate professionally in the digital workplace through emails, presentations, and insurance-related documents. DL 201 Micro-course: Appropriately Sharing Business Information 1.5 $37 Learn how to discern which business information should be shared and how to protect sensitive data. DL 202 Micro-course: Thinking Critically on the Job 1.5 $37 Learn how to evaluate sources of information and think critically on the job. DL 203 -
Personal insurance
Course Title PDU Price Description Course No. Personal Insurance Overview, 3rd Ed 2 $50 Examine elements of loss exposure (property and liability), personal financial planning loss exposures, the risk management process and techniques, and common policy provisions and analysis. PER 201 Life Insurance Planning, 3rd Ed 2 $50 Gain a better understanding of life insurance planning and an overview of premature death loss exposures, determining the amount of life insurance to own, types of life insurance, as well as contractual provisions and riders. PER 207 Retirement Planning, 3rd Ed 1 $25 Get a broad overview of the fundamentals of developing a sound financial plan for retirement income by first discussing the financial impact of retirement and examining the retirement planning process. PER 208 Disability and Health Insurance Planning, 3rd Ed 2 $50 By examining disability income insurance, health insurance plans, and long-term care insurance, this course provides a better understanding of disability and health insurance planning. PER 209 -
Risk Management Verticals
Course Title PDU Price Description Course No. Understanding Risks in the Hospitality Industry: 1st Ed 2.5 $62 Get a high-level view of the risks hospitality businesses face and the risk mitigation strategies and insurance coverages that tend to be the most beneficial to these businesses. RM 210 Understanding Risk in the Construction Industry: 1st Ed 2.5 $62 Get a high-level view of the unique risks the construction industry faces and of corresponding mitigation strategies and insurance coverages. RM 211 Understanding Risks in the Real Estate Industry: 1st Ed 2.5 $62 Explore the unique risks threatening organizations in the commercial real estate industry, along with mitigation strategies and insurance coverages that effectively address those risks. RM 212 Understanding Risks for Public Entities: 1st Ed 2.5 $62 Dive into the unique risks public entities face along with mitigation strategies and insurance coverages that effectively address those risks. RM 213 Understanding Risks in the Transportation Industry: 1st Ed 2.5 $62 Understand the unique risks the transportation industry faces along with mitigation strategies and insurance coverages that effectively address those risks. RM 214 Understanding Risks in the Manufacturing Industry: 1st Ed 2.5 $62 Explore the unique risks the manufacturing industry faces along with mitigation strategies and insurance coverages that effectively address those risks. RM 215 Understanding Risks in the Healthcare Industry: 1st Ed 2.5 $62 Dive into the unique risks the healthcare industry faces along with mitigation strategies and insurance coverages that effectively address those risks. RM 216 -
Accredited Adviser in Insurance (AAI®)
Course Title PDU Price Description Course No. AAI 301-Becoming a Successful Agent 12 $299 Master essential skills key to becoming a successful insurance agent. Deepen your understanding of your role as an agent and how to best serve your clients, work with carriers, and manage clients’ risks. CAAI301F AAI 302-Growing a Book of Business 12 $299 Develop the skillset required to maintain and build a book of business. Examine methods to attract and retain clients, target coverage solutions, and use current technological solutions to your advantage. CAAI302F AAI 303- Understanding Coverage Solutions 12 $299 Deepen your coverage solutions knowledge-base. Explore personal homeowners, personal auto, and commercial property policies and how to address gaps with expanded coverage. CAAI303F AAI 330-Managing a Thriving Agency 12 $299 Master the skills to recruit, train, and retain employees through your agency’s career pathing, succession planning, culture, and common goals. CAAI330 -
Accredited Customer Service Representative (ACSR™)
Course Title PDU Price Description Course No. ACSR 321-Becoming a Successful CSR 12 $299 Anticipate client expectations, master methods to exceed them, and understand how your superior service grows revenue. CACSR321F ACSR 332-Addressing Coverage Inquiries 12 $299 Review the HO-3 policy and personal liability options to address client questions on coverage options. CACSR322F M-AB 131-Examining Workers Compensation Coverage 3.2 $79 Understand workers comp qualifying criteria and benefits. Review elements of workers comp insurance, liability coverage, and endorsements to minimize exposure. M-AB 131F M-AB 132-Understanding P&C Ratemaking and Pricing 3.2 $79 Explore the purpose of personal rate regulation and rate-making principles. Explain how underwriters use rating plans to tailor insurance pricing on commercial accounts. M-AB 132F M-AB 133-Excelling at Account Management 3.2 $79 Develop strategies to grow your selling skills. Implement strategies to increase sales and leverage opportunities during the policy renewal process to existing customers. M-AB 133F M-AB 134-Exploring Today's Risk Management and Insurance Landscape 3.2 $79 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. M-AB 134F M-AB 135-Closing Business Income Coverage Gaps 3.2 $79 Explore BI coverage and differentiate between provisions in business income and extra expense insuring agreements. Understand additional coverages and their limits. M-AB 135F M-AB 123-Understanding Supplemental Personal Lines 3.2 $79 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. M-AB 123F -
Associate in Personal Insurance (API™)
Course Title PDU Price Description Course No. API 320-Evaluating and Underwriting Personal Lines Risks 16 $399 Better serve your customers by learning how to properly tailor personal lines coverages to each of their unique loss exposures and needs. CAPI320 -
Professional Risk Consultant (PRC™)
Course Title PDU Price Description Course No. PRC 110-Insurance Foundations for Agents and Brokers 12 $299 Learn about common types of insurance and insurers. Explore how risk management has evolved. Gain an understanding of why insurance operations are regulated. C110F PRC 111-Recommending Coverage Solutions 12 $299 Explore commercial property and general liability coverage and policies. Understand why liability coverage is vital and the options you have when recommending a solution. C111F PRC 112: Focusing on Commercial Coverage Solutions 12 $299 Understand coverage options, causes of loss, and factors influencing premiums as you explore the intricacies of commercial property insurance. C112F M-AB 121-Closing Commercial Coverage Gaps 3.2 $79 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. M-AB 121 M-AB 122-Helping Clients Prepare for the Worst 3.2 $79 Explore disaster coverages and develop skills to categorize property, sources of risk, and how to value physical property. M-AB 122 M-AB 123-Understanding Supplemental Personal Lines 3.2 $79 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. M-AB 123 M-AB 124-Managing Clients' Cyber Risks 3.2 $79 Explore the variety of cyber risks clients are exposed to whether they are sole proprietorships or large corporations. M-AB 124 M-AB 125-Leading and Coaching Skills 3.2 $79 Learn the essentials of recruiting, developing, and leading your team as you explore emotional intelligence, motivational methods, and the keys to managing virtual teams. M-AB 125 M-AB 126-Identifying Commercial Clients' Risks 3.2 $79 Understand of risk classifications and categories to collaborate with your clients as you manage their risk and build resilient organizations. M-AB 126
Leadership
If you’re looking to grow your expertise and become a trusted voice within risk management & insurance, our leadership courses and programs will help develop your mindset and skills in strategic decision-making and more.
-
MICRO-COURSES - Leading and Managing People
Course Title PDU Price Description Course No. Micro-course: Cultivating Successful Teams 1.5 $37 Explore how you can motivate key stakeholders, manage organizational change, and lead with the emotional intelligence required to keep your teams at the top of their game. ML 013 Micro-course: Positioning Employees for Success 1.5 $37 Become equipped to recruit the right employees, align their performance with strategic goals, and cultivate leaders for long-term growth. ML 014 Micro-course: Connecting with Stakeholders 1.5 $37 Explore the fundamentals of effective communication and collaboration, equipping you to effectively deliver your message. ML 015 -
Associate in Management (AIM™)
Course Title PDU Price Description Course No. AIM 330-Leading in an Evolving Risk Environment 16 $399 Learn how to manage a team and mitigate enterprise risks in your day-to-day work. Successfully lead a team, advocate for your employees, collaborate with stakeholders, and build an engaged culture within your company. CAIM330F AIM 331-Managing Strategic Threats and Opportunities 16 $399 Learn how to strategically leverage data so you can contribute to your organization’s growth and success. Effectively interpret risk data and connect risk to strategy, protect data assets, and implement a data analytics strategy. CAIM331F -
CPCU®
Course Title PDU Price Description Course No. CPCU 500-Becoming a Leader in Risk Management and Insurance 16-20 $399 - $519 Gain tangible leadership skills to help you take the next step in your career. Make strategic business decisions, confidently lead teams, think critically to develop solutions, and recommend risk management approaches. C500F CPCU 520-Meeting Challenges Across Insurance Operations 16-20 $399 - $519 Build the foundation you need to understand the business of insurance, so you can better collaborate and prepare for real-world scenarios to improve your operational effectiveness. C520F CPCU 530-Applying Legal Concepts to Insurance 16-20 $399 - $519 Develop skills to minimize your organization’s legal risks and successfully navigate the ever-changing insurance landscape while familiarizing yourself with United States property-casualty law. C530F CPCU 540-Contributing to Insurer Financial Performance 16-20 $399 - $519 Learn how to apply key accounting concepts and principles in your day-to-day work to make strategic financial decisions and improve your organization’s bottom line. C540F CPCU 550-Maximizing Value With Data and Integrity 16-20 $399 - $519 Learn how to leverage data and technology to drive strategic decisions, strengthen the insurance value chain, and elevate your organization's competitive advantage. C550F CPCU 551-Managing Commercial Property Risk 16-20 $$399 - $519 Learn how to think critically about commercial property loss exposures so you can confidently develop and recommend the right solutions for your customers. C551F CPCU 552- Managing Commercial Liability Risk 16-20 $399 - $519 Learn how to analyze customers' commercial liability loss exposures so you can recommend the best coverage options. Gain skills to help you evaluate cyber exposures, recommend risk management strategies, and more. C552F CPCU 555-Advancing Personal Insurance Products 16-20 $399 - $519 Gain the skills you need to clearly explain and recommend personal insurance options. Analyze home and personal auto loss exposures, identify life and health insurance gaps for customers, recommend personal investment strategies, and more. C555F CPCU 556-Building a Competitive Edge in Personal Lines 16-20 $399 - $519 Develop and implement personal lines marketing and underwriting strategies to effectively promote products. Gain skills to assess personal lines portfolios, evaluate loss exposures, control losses and expenses, and more. C556F CPCU Matriculation 3.6 $90 CPCU Matriculation is a requirement to earning the CPCU designation, and includes content covering the CPCU Canons, as well as digital forms that validate your professional experience and ethical standards. MATRIC-OL
*Looking to order a course that isn't linked / available on the website? Please reach out to Sales@TheInstitutes.org with the course title and number you’re interested in.