National Programs

Accredited Advisor in Insurance (AAI)

“AAI is a manual for operating an agency. The AAI program is an authoritative educational source that provides significant insight into business, law, finance, marketing, sales, insurance coverages, and insurance agency operations. It is a requisite to meeting the knowledge demands of our profession and the risk management needs of our customers.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Claims (AIC)

“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.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Fidelity and Surety Bonding (AFSB)

“Build a strong foundation of knowledge in fidelity and surety bonding principles and practices with The Institutes' Associate in Fidelity and Surety Bonding designation program. You'll also gain an overall understanding of insurance operations and regulation to better serve your clients' needs.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Information Technology (AIT)

“Gain a holistic view of insurance industry functions and processes to increase the value of your IT contributions and meet your business challenges. The Associate in Information Technology designation program will help you understand the value of strategic alignment of the IT function, collaboration and integration, project management, and outsourcing.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Insurance Accounting and Finance (AIAF)

“Learn the practices, principles, and procedures used to prepare insurer financial statements to comply with the requirements of the NAIC and other regulatory bodies. The Institutes' Associate in Insurance Accounting and Finance designation program will give you an overall understanding of how to use the information contained in these statements for management or assessment of insurer performance.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Insurance Services (AIS)

“The Associate in Insurance Services program will teach you the continuous improvement principles that will help you attract new clients while retaining current customers. Customize the program to meet your specific technical insurance knowledge needs with the AIS program's several completion options.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Management (AIM)

“Gain a solid understanding of management principles and practices through the Institutes' Associate in Management (AIM) designation program. Develop the real-world skills you need to effectively manage your team, strategically plan initiatives, and make smarter business decisions.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Marine Insurance Management (AMIM)
"By balancing the study of specialized ocean and inland marine insurance and underwriting content with material on the overall business of insurance, The Institutes' Associate in Marine Insurance Management program arms you with knowledge you can apply to a wide variety of situations."  For more details, visit The Institutes' website www.theinstitutes.org.
Associate in Personal Insurance (API)

“Gain the practical, real-world skills you need to increase your confidence in working with upper management, supervisors, peers, and clients through The Institutes' Associate in Personal Insurance (API) designation program. The program will provide you with a thorough understanding of the personal lines business, including underwriting, marketing practices, the personal insurance environment, personal insurance profitability, the product development process, and portfolio management.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Premium Auditing (APA)

“Increase your overall insurance knowledge and become familiar with proper auditing procedures for a variety of situations with the Associate in Premium Auditing (APA) program. Learn about insurance contracts, auditing procedures appropriate for a variety of complex situations, principles of insurance accounting, and the relationship of premium auditing to other insurance operations.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Regulation and Compliance (ARC)

“Gain a better understanding of the insurance regulatory environment and the effect regulation has on the business of insurance by earning the Associate in Regulation and Compliance designation. The program is designed to help you understand the interests of both insurance regulators and those who must comply with insurance regulation.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Reinsurance (ARe)

“Build a better book of business through an enhanced understanding of reinsurance terms and pricing, reinsurance treaties, and facultative certificates in The Institutes' Associate in Reinsurance program. After completing the program, you'll be able to design a reinsurance program based on your expanded knowledge of advanced coverages and financial risk management.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Risk Management (ARM or ARM-P)

“With multiple specialty focuses to choose from, ARM is the premier designation for all risk management professionals.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Surplus Line Insurance (ASLI)

“Meet the challenges and opportunities presented by the use of the surplus lines market through the Associate in Surplus Lines Insurance program. After completing this program, you'll be able to ensure correct risk placement through a strong foundation in surplus lines insurance practices.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Associate in Commercial Underwriting (AU)

“Enhance your professional confidence and build a strong foundation in underwriting principles with the 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.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Certified Insurance Counselor (CIC)

“The Certified Insurance Counselors (CIC) Program has been the insurance industry's premier, proven source for practical, real-world education since 1969. According to the Producer Profile publication, commercial lines producers with the CIC designation earn 30% more than those without the designation. CIC institutes are available in major cities throughout the U.S. and Puerto Rico. Each institute includes 20 hours of instruction and is designed to cover important aspects of the insurance industry. An optional exam is given at the end of each institute for those seeking the designation.”  For more details, visit The National Alliance for Insurance Education & Research’s website www.scic.com.

Certified Insurance Service Representative (CISR)

“The Certified Insurance Service Representatives (CISR) designation is a program with nine ONE-DAY courses, a curriculum that's tailored to your region--all these features make the CISR Program a truly superior education opportunity.”  For more details, visit The National Alliance for Insurance Education & Research’s website www.scic.com.

Certified Professional Disability Management (CPDM)

“CPDM is a professional designation in disability and absence management developed by IEA and the Disability Management Employer Coalition Inc. (DMEC). CPDM offers an in-depth curriculum devised by industry experts, providing the unique skills required for effective disability and absence management.”  For more details, visit Insurance Educational Association’s website www.ieatraining.com.

Certified Risk Manager (CRM)
“The Certified Risk Managers International (CRM) designation demonstrates that you are knowledgeable in all areas of managing risks, hazards, and exposures.”  For more details, visit The National Alliance for Insurance Education & Research’s website www.scic.com.
Chartered Property and 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.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Independent Insurance Agents & Brokers of Oregon (IIABO)
The IIABO offers an array of educational opportunities including on-line, webinar, and in-person formats. Classes range from agency E&O and risk management, law & ethics, property/casualty/auto (both commercial and personal lines), management liability, and earthquake & flood hazards.  In addition to its Annual Convention, the IIABO also hosts a Midwinter Education Symposium and the Annual Forecast Breakfast, which is presented by renowned economic forecasting expert, John Mitchell PHD.  For more details, visit the IIABO website www.iiabo.org.
Accredited Customer Service Representative (ACSR)

“ACSR is an international designation program developed and administered by the Independent Insurance Agents and Brokers of America (IIABA) to promote and recognize the professionalism of customer service personnel in the insurance industry. With more than 13,000 designees, ACSR is the nation’s largest program of its kind.  The ASCR program trains front-line insurance personnel to understand coverages and analyze risks and exposures with top-notch instruction and cutting edge content.  These courses will help everyone in the office provide exceptional customer service by learning current, practical, up-to-date information that can be applied immediately in daily interactions with customers.  In addition, the program has been approved for continuing education credit for ACSRs who are licensed in the state of Oregon.”  For more details, visit Insurance Brokers & Agents of the West’s website www.iiaba.net.

Certification in Case Management (CCMP)

“CCMP is a leading edge, nationally recognized designation for Case Managers. Presented in an online format, this designation delivers an in-depth curriculum devised by industry experts, which provides the unique skills required for effective medical case management.”  For more details, visit Insurance Educational Association’s website www.ieatraining.com.

International Risk Management Institute, Inc. (IRMI)

“International Risk Management Institute, Inc. (IRMI), was founded in 1978 to provide important risk and insurance information to business, legal, risk management, and insurance professionals. In the years since it was founded, IRMI has published the most comprehensive library (45,000+ pages) of practical manuals, books, and newsletters available. IRMI also sponsors seminars and conferences, and the annual IRMI Construction Risk Conference is the premier national symposium devoted exclusively to the management of construction risks. To maintain objectivity and avoid conflicts of interest in its research, IRMI does not offer insurance sales, consulting, expert witness, underwriting, or similar services.”  For more details, visit IRMI’s website www.irmi.com.

Associate in General Insurance (AINS)

“Accelerate your career in insurance with the new Associate in General Insurance (AINS) designation. The AINS courses provide you with a comprehensive knowledge of insurance principles, practices, policies, and coverages, while the optional electives allow you to focus on areas relevant to your professional goals.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Program in Supervisory Management (SM)

“The Institutes’ Program in Supervisory Management provides you with practical knowledge of fair employment laws and supervisory skills, so you will be better equipped to handle motivational and leadership roles, manage workflows, deal effectively with performance problems, and develop teamwork. By earning the Certificate in Supervisory Management, you’ll gain the practical, real-world skills you need to increase your confidence in working with upper management.”  For more details, visit The Institutes’ website www.theinstitutes.org.

Registered Professional Liability Underwriter (RPLU)

“The goal of the Registered Professional Liability Underwriter (RPLU) Program is to provide those participating in the program with a broad, basic understanding of the key professional liability disciplines. The RPLU Program is recommended for all professionals active in the field of professional liability.”  For more details, visit Professional Liability Underwriting Society (PLUS) website www.plusweb.org.

Workers' Compensation Claims Administration (WCCA) and Workers' Compensation Claims Professional (WCCP) 

“Developed with The Institutes, IEA's WCCA series continues their time-honored tradition of industry leading curriculum taught by IEA's team of great instructors who bring practical real-world experience to the table.  For fall 2014, IEA introduced the new four-course WCCP series which qualifies you for the California WC industry's dominant designation: the Workers' Compensation Claims Professional. IEA's instructors are ready to lead you through the new courses while delivering insights you can use today.”  For more details, visit Insurance Educational Association’s website www.ieatraining.com.

Quick links

Tax Calculator

Slip Portal