Publications and Forms | The Institutes

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Publications and Forms

The following publications and forms can be downloaded for your convenience. Some of them require Adobe Acrobat Reader.

The Institutes' Catalog

This booklet contains the information you need to start or continue your professional development with The Institutes.

The Institutes’ Waiver Request Form

Use this form to request Institutes designation credit for certain college/university degrees and professional designations you already hold.

Order Form

The order form contains current pricing and ordering information for all Institute study materials. This form can be used for individual or bulk orders. You can also order online.

Duplicate Certificate or Diploma Order Form

Designation holders can order a duplicate certificate or diploma by calling Customer Success at (800) 644-2101 or (610) 644-2101, or by e-mailing CustomerSuccess@TheInstitutes.org.

Registration Booklet

The registration booklet contains a registration form and information needed to register for an Institutes exam.

Matriculation Form

The Institutes have simplified the CPCU® matriculation process, which is now completely online. When you register to take a CPCU exam, you will receive a link to the online matriculation form. This form can also be accessed through your individual account by clicking the "Account Manager" tab. For more information on matriculation, see the CPCU program page.

Study Group Handbook

This handbook guides students who wish to meet in informal study groups to prepare for Institutes exams.

Executive Education

This brochure contains complete information about The Institutes' Executive Education program at the University of Virginia Darden School of Business.

Official Transcript Request Form

Use this form to request an official copy of your transcript.

The Institutes' International Education Exemption Application

Use this form to request The Institutes exam exemption credit for international professional designations you already hold.

How to Prepare for Institutes Exams

This handbook contains practical study and exam tips to help you prepare for Institutes exams.

Diploma Frame Ordering

Order customized certificate and diploma frames at Frames4diplomas.com.

Planning for Success

This guide provides useful professional development resources to help you plan a successful career in the insurance industry.

Career Track Flyers