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NEW! Accredited Adviser in Insurance—Management (AAI-M™)

Establish a clear professional advantage in the marketplace and fulfill your commitment to customer service with the Accredited Adviser in Insurance program. In today's increasingly complex property-casualty insurance marketplace, only producers with in-depth insurance knowledge and a strong focus on customer service have a competitive edge. AAI gives you the professional education you need.

With in-depth insurance product knowledge and a strong focus on customer service skills, AAI is the premier designation for all agency professionals.

This Program Is Recommended For

• Agents
• Brokers
• Agency Principals
• Producers
• Account Managers
• Customer Service Representatives

Course Levels

• Intermediate
• Advanced

Completion Time Frame

Complete the program in as little as 9-15 months.

Course Requirements

• Three foundation courses
• Complete Ethics 311 or 312

Course Sequence

You can take courses in any sequence according to your background, needs, and interests.

Program Requirements


In order to satisfy the Accredited Adviser in Insurance (AAI) education requirements, you must pass in any order the following courses. You can also earn the Accredited Adviser in Insurance - Management (AAI-M) by completing the AAI designation program plus one additional course.

Foundation Courses

AAI-M Course


To satisfy the Ethics requirement, you must pass one of the following free, 50-question online exams:

• Ethics 311 Ethical Guidelines for Insurance Professionals
• Ethics 312 Ethics and the CPCU Code of Professional Conduct

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