Registration Information

You can register online to take any of The Institutes’ exams given in the United States. Take a moment to review the schedules and fees for the course you are interested in, and log on when you are ready to register. You may charge your registration to your VISA, MasterCard, Discover, or American Express using our secure server. International students, please e-mail Customer Service for registration information. If you can’t find the exam you need, contact us at 1-800-644-2101.

We have improved our exam driver. Please download our new exam demo to try out the new features before your next exam!

Grades can be delayed when a course undergoes a change in content or exam format. Results are delayed until adequate administrations allow for statistical analysis of the exam forms. Before registering for an exam, visit our Current Grading Delays page to see which exams will have delayed grading.

Important note: Before rescheduling an appointment within the same testing window, please note Prometric will charge a $50 fee to students who reschedule their appointments within 3 to 12 business days of the original test date. Business days are defined as Monday-Friday, excluding holidays observed by Prometric.

The Institutes want to ensure your exam experience is as stress free as possible. Here is a handy checklist to help you get ready.

Study Materials. We update study materials regularly. You are responsible for ensuring that you are using the correct editions/versions. View study material changes here.  
Study Schedule. Pick a target date for your exam, and make a study schedule to get yourself ready in time.  
Exam Length and Type. Visit the course or program Web site for exam length and the number and type of questions.  
Exam Registration. Some companies have specific registration procedures; contact your human resources or training department. To register directly with The Institutes, see below for instructions.  
Credits and Fees. Verify cancellation credits and/or transfer fees. This information can be found in the Exam Registration Booklet.  
Exam Retake. The same exam may be taken a maximum of two (2) times during a given testing window and no more than four (4) times during a twelve month period. All exam retakes are subject to the full applicable exam registration fee. Exam Registration Booklet.  
CE Credit. Examinees are responsible for maintaining their license information on their Institutes account and understanding a state's reporting requirements before sitting for an exam. Exam Registration Booklet.  
Rescheduling, Transferring, and Canceling. Before you register, review rescheduling, transferring, and canceling exam registration information in the Exam Registration Booklet.  
Confirmation E-mail. You will receive an e-mail confirming your exam registration. Verify all information in the e-mail, and read the exam policies and procedures thoroughly; all people taking Institutes' exams must adhere to them. You can also find complete exam policies and procedures in the Exam Registration Booklet.  
Exam Appointment. Make your exam appointment with Prometric or your on-site testing center for a date when think you will be ready to take the exam.  
Visit the Exam Section of Our Web Site. You can download our Exam Registration Booklet, which contains complete exam information, and register for your exam.  

Institutes-Approved On-Site Testing or Prometric Testing Centers

Exam Information

If you know which exam you'd like to view information for, select it from the list below and click the Show Details button. If you can't find the exam you need, contact us at 1-800-644-2101.

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You may also choose from the list below and see all of the exams for a particular program.

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If you prefer to submit a paper registration, download the Registration Booklet.

Message to All Examinees Regarding Rules of Conduct

For the protection of all Institutes’ designation holders and students, The Institutes have a Code of Academic and Professional Integrity that applies to all who take The Institutes’ exams. All examinees must abide by the Code as printed in the above-referenced exam registration booklets. The Code of Academic and Professional Integrity is also presented before an exam is administered, and examinees must agree to follow the Code in order to be permitted to take an exam. To ensure the integrity of our respected industry credentials, The Institutes reserve the right to expunge the grades of or restrict future exam-taking for anyone who fails to abide by the Code during and after exam administration. To ensure the integrity of Institutes’ assessments, The Institutes employ analytical tools to determine whether an irregularity occurred during a testing session.

CPCU candidates are bound by the CPCU Code of Professional Conduct.

Follow these two steps to register for your exam:

  1. You can register online (U.S. exam sites only--click the Register Now tab above), by phone at (800) 644-2101, or by fax at (610) 640-9576 and charge your registration to VISA, MasterCard, Discover, American Express, or Diners Club. If you wish to pay by check or money order, you may mail your registration to:

    Customer Service
    The Institutes
    720 Providence Rd., Suite 100
    Malvern, PA 19355.

    These fees are nonrefundable and cannot be transferred for use by another person. Fees must be paid in U.S. funds only.

  2. After you register with The Institutes, schedule an appointment to take your exam at an Institutes-approved on-site testing center or a Prometric Testing Center. If you registered online, by phone, or by fax, wait two business days before making your appointment at an Institutes-approved on-site testing center or a Prometric Testing Center. If you registered by mail, wait two weeks before contacting the testing operator to make an appointment. The sooner you make an appointment, the greater your chances of getting the date you prefer.

You may take the same exam no more than two times in a given testing window (maximum four times per calendar year). Exam retakes (other than Exams-on-Request) are subject to the full applicable registration fee.

Register Early to Avoid Higher Exam Fees

You may register at the discounted exam fee by submitting your registration on or before the first day of a testing window. If you register after that date, you must pay the higher standard fee. No registrations will be accepted after the 10th of the month in which the testing window closes.

View or Cancel Current Exam Registration

To view or cancel your current exam registration, please log in and use the Account Manager.

Requests for Special Examination Accommodations

The Institutes provides special accommodations for examinations in accordance with the Americans with Disabilities Act (ADA). To request special accommodations, all documentations must be no more than three years old and include the following elements:

  • A school plan, such as an Individualized Education Program (IEP) or a 504 plan
  • A diagnostic statement from a qualified professional identifying the disability
  • A description reflecting the student’s past and current functional limitations
  • An evaluation conducted by a qualified professional that lists the professional’s name, title and professional credentials

Submitting a Request

All requests must be submitted at least 30 days before the examination date. Please mail all required documentation to:

The Institutes
720 Providence Road
Malvern, PA 19355-3433

Determination and Limitations

Requests for accommodations will be reviewed on an individual basis, and The Institutes reserve the right to request further information or verification. Failure to provide adequate documentation may result in the delay of exam administration.

Requests for an accommodation that fundamentally alters the nature of the exam or the knowledge the examination is intended to test, or that is an undue burden on The Institutes, will not be granted.

Registration and Appointment Information

Once the ADA accommodations have been approved by The Institutes, you may schedule an exam by doing the following:

  1. Register for the examination
  2. Notify that you have registered. The Institutes will coordinate the request with Prometric or an on-site test administrator. (For Prometic exams, once the arrangements have been made, The Institutes will provide you with specific details for scheduling an exam appointment.)
Please note: this process can take up to several days to complete.

Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Success is available Monday through Friday, 8 a.m. to 6 p.m. eastern time.

The Institutes' courses and programs are dynamic. To provide industry professionals with the knowledge needed to drive powerful business results, The Institutes continuously review and revise technical content and delivery methods based on current industry needs and practices. Therefore course topics, program requirements, and pricing are subject to change at any time. Our Web site contains the latest course and program information. Customer Service can be reached at or (800) 644-2101.

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