Accredited Adviser in Insurance - AAI | The Institutes

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Accredited Adviser in Insurance - AAI

Accredited Adviser in Insurance
AAI®
Overview
Benefits
Courses
Program Requirements
Resources
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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.

Should I get my AAI designation? See the Benefits
What courses and topics are covered? Courses
What requirements should I be aware of? Program Requirements

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Get the Tools You Need to Succeed

Each course is supported with textbooks, practice exams and more

What courses and topics are covered? AAI Courses
What requirements should I be aware of? Program Requirements
When and where are the next conferment ceremonies? See the Benefits

“AAI is a manual for operating an agency. The AAI program is an authoritative educational source that provides significant insight into business, law, finance, marketing, sales, insurance coverages, and insurance agency operations. It is a requisite to meeting the knowledge demands of our profession and the risk management needs of our customers.”

Brian Francis, ARM, AAI 
President 
Property & Casualty Solutions 

Bottom-Line Benefits:

Gain the education you need to make your experience count.

95%

of designees said earning AAI was important to demonstrating professional competency.

Provide unmatched customer service.

86%

of completers believed the program prepared them for both their current and long-term career goals.

Secure your value to your agency.

90%

of designees felt earning the designation added value to their roles within their agencies.

"AAI is a manual for operating an agency..."


Brian Francis, ARM, AAI
President
Property & Casualty Solutions

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.

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Program Requirements

Education

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.
 
 

Ethics

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
 
Progress Tracker
Have questions about your progress? Log into the Progress Tracker for details about completed coursework, required courses, and pre-qualifier status.

Study Options

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