Confidentiality Requests
Customers may contact The Institutes at any time to request that we maintain the confidentiality of their personally identifiable information. To request that The Institutes maintain the confidentiality of your personally identifiable information you may use the Account Manager or contact Customer Service at (800) 644-2101.

PLEASE READ the following information carefully before you make a confidentiality request so that you fully understand the impact of such request.

Upon receipt of a confidentiality request, The Institutes will NOT share any of your personally identifiable information with any third party (including, without limitation, your employer or governmental agency, unless required by law). Accordingly, a confidentiality request may have a significant impact on you as well as on your current or future employer. For example, if you request that your personally identifiable information be treated as confidential:

• The Institutes will not confirm that you are enrolled in a course, registered to sit for any exam, or that you hold a designation or certification or any other information included in your personally identifiable information to any third party including your employer or governmental agency;
• Payment and/or reimbursement for courses and exams may be complicated or refused by your employer; and
• You may not receive important information about additional educational opportunities, classes or benefits available to you.

Privacy Policy
The Institutes does not sell or provide customer lists to non-affiliated third parties. In an effort to maintain efficient service while respecting the privacy of our certificate and designation holders and others participating in The Institutes’ courses and exams (collectively, “customers”) The Institutes has adopted this Customer Information Release Policy (“Policy”) and, as such, The Institutes may provide your personally identifiable information to a third party in order to complete a specific business transaction on behalf of The Institutes or for the reasons set forth below.

The Institutes, its subsidiaries and affiliated organizations (collectively referred to herein as “The Institutes”) collects personally identifiable information regarding its customers, including, without limitation, customer names, employer names, addresses, telephone numbers, e-mail addresses, titles, functional areas, exam information, courses enrolled in and/or completed and other course and exam information, and certification and designation information (collectively, “personally identifiable information”).

The Institutes will share your personally identifiable information in the following circumstances (unless you have specifically requested that we maintain the confidentiality of your personally identifiable information in accordance with the terms of this Policy as set forth below):

1. The Institutes will confirm whether or not a customer holds an Institutes’ designation or certificate or is a Society member upon the request of a third party because, among other reasons:
• It is in the public’s interest to know whether someone holds a credential or designation
• It assists in enforcing the CPCU Code of Professional Ethics
• Lists of program completers are a matter of public record.
• The public may determine that someone holds an Institutes designation or certificate by using the search program at our Web site.
• CPCU Society members may log onto the CPCU website and perform a membership search.
2. We release course and exam information to a customer’s employer and various state departments and CE filing organizations to be used for various purposes such as facilitating payments for Institutes’ coursework, reporting CE credits, and employee recognition.
3. The Institutes publishes an annual CPCU class list and may publish other annual lists naming individuals that have earned a designation or certificate in the news media or for recognition purposes at various insurance organization meetings.
4. The Institutes provides its affiliated organizations and subsidiaries with its customer’s personally identifiable information for the purpose of making its customers aware of certain educational opportunities, news, activities, additional courses and programs, services and membership benefits available to them.
5. The Institutes releases personally identifiable information to its instructors so that instructors can monitor examination pass ratios, recognize educational achievement and other related reasons.
6. The Institutes does not release or sell personally identifiable information to third parties for marketing purposes.
7. The Institutes will provide personally identifiable information as required by either state or federal law for notification purposes and to third party operational service providers at the direction and on behalf of The Institutes. Such service providers will treat personally identifiable information pursuant to the terms of this Policy

Updating Personal Information
At any time you may contact The Institutes at (800) 644-2101 to update your personally identifiable information, opt-in to, or opt-out of any service. We will provide opt-in and opt-out opportunities as applicable to the service or product being offered.

Policy Updates
Should any changes be made to this Policy, we will post them on this page or send them to you with appropriate explanation.

Acceptance of our Privacy Policy Terms
Enrolling in any Institutes course, registering for an exam or holding an Institutes certification or designation indicates your acceptance of this Policy.

Copyright Statement

If you believe this site contains or is linked to any material that infringes copyright, please immediately notify:

Customer Service
The Institutes
720 Providence Road
Malvern, PA 19355
(610) 644-2100 (phone)
(610) 993-7583 (fax)
legal@theinstitutes.org