- ACS
- Associate in Customer Service
The Associate in Customer Service Program is
offered by the Life Office Management Association (LOMA), an international association of
insurance and financial services companies. Courses in this program prepare individuals to
meet customer service needs specific to the insurance industry.
- AIC
- Associate In Claims
The Associate in Claims (AIC) program is a broadly based, nationally recognized continuing
education opportunity for claim representatives, adjusters, examiners, and supervisors
handling workers compensation, property, and liability claims in companies, agencies, and
independent adjusting firms. Education and examination for this designation are
administered by the Insurance Institute of
America.
- AIM
- Associate In Management
Earning the AIM designation requires successful course completion and passing three
national examinations administered by the Insurance Institute of
America. The three-course AIM program is designed for middle and upper
management people as well as those who are about to move into middle management positions.
- ARM
- Associate in Risk Management
Courses in this program deal with identification and evaluation of exposures to both
accidental losses and business risks, analysis of risk control and financing techniques
for each exposure, selection of the most effective risk management alternative, and ways
to implement and monitor selected risk control and risk financing techniques. The ARM
program was developed by the Insurance Institute of
America with technical and financial assistance from the Risk and Insurance Management Society (RIMS). Candidates
for this designation must pass three national three-hour essay examinations.
- AU
- Associate in Underwriting
Designed by the Insurance Institute of
America
for people experienced at underwriting and placing commercial insurance (such as agency
and company underwriters, field representatives, and account managers), the four-course AU
program deals with underwriting decision making on individual risks and on a book of
business. Candidates must successfully complete courses and four national examinations.
- CFP
- Certified Financial Planner
The CFP examinations are administered by the Certified
Financial Planner Board of Standards, Inc. (CFP Board). To qualify for certification,
candidates must fulfill four requirements (education, examination, experience, ethics).
The designation was originally developed by the College for Financial Planning.
- ChFC
- Charted Financial Consultant
The ChFC program provides financial planners and others in the financial services industry
with in-depth knowledge of the skills needed to perform comprehensive financial planning
for their clients. To earn the ChFC designation, students must complete a ten-course
curriculum, meet specified experience requirements, maintain ethical standards, and agree
to comply with both The American College's Code of Ethics and Procedures and applicable
continuing education requirements. For more information, see the American College's
description of the ChFc program.
- CIC
- Certified Insurance Counselor
The CIC Program is administered by The
National Alliance for Insurance Education & Research to meet the practicing
insurance professional's need for technical knowledge in all areas of the insurance
industry. To attain the CIC designation, candidates pass five examinations; to maintain
the CIC designation, individuals must attend a CIC institute, seminar, or other program
each year.
- CISR
- Certified Insurance Service Representative
The National Alliance for Insurance
Education & Research offers this practical program, stressing methods to minimize
E & O claim possibilities and the understanding and analysis of risks and exposures.
Candidates for the CISR designation must pass five examinations, and they must attend at
least one continuing education session annually to retain the CISR designation.
- CLU
- Chartered Life Underwriter
To earn the CLU designation students must complete ten courses. The CLU program provides
insights into the life insurance business, its importance to the economy, its operation
and distribution systems, and its resurging importance for safe and secure investments.
For more information, see the American College's
description of the CLU program.
- CPCU
- Chartered Property Casualty Underwriter
Earning the Chartered Property Casualty Underwriter (CPCU) designation requires: passing
nine national examinations, meeting the Related Studies requirement, having at least three
years' experience in the insurance business, and agreeing to abide by the American
Institute's Professional Ethics Requirement. For more information, see the American Institute for CPCU.
- LUTCF
- Life Underwriters Training Council Fellow
The LUTC Fellow designation is conferred only upon those individuals who meet or exceed
the qualification requirements determined by LUTC
and The National Association of Insurance and Financial
Advisors (NAIFA), joint sponsors of the designation.
- REBC
- Registered Employee Benefit Consultant
The REBC designation signifies that an individual working in the employee benefits field
has successfully completed a comprehensive five-course program. The number of electives
provides an opportunity for individuals to specialize within the broader employee benefits
field. In addition, students must meet specified experience requirements, maintain ethical
standards, and agree to comply with both The American
College's Code of Ethics and Procedures and applicable continuing
education requirements/.
- RIA
- Registered Investment Advisor
Investment advisors are supervised by the Securities and Exchange Commission. Investment
advisers must register with either the SEC or the state securities agency where they have
their principal place of business.
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