Publications and Forms

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

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

The Institutes’ Waiver Request Form
Download this form to request Institutes designation credit for certain college/university degrees and professional designations you already hold.

Continuing Professional Development (CPD) Application
Download this form to apply for CPD credit. Download the CPD Flyer for complete information on the CPD program.

Order Form
Contains current pricing and ording 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
Previous completers can order a duplicate certificate or diploma by calling Customer Service at (800) 644-2101 or (610) 644-2101, or by e-mailing customerservice@TheInstitutes.org.

Registration Booklet
Contains registration form and information needed to register for an Institutes exam.

Matriculation Form
The Institutes have simplified the CPCU matriculation process and it is now completely online. When individuals register to take a CPCU exam, they will receive a link to the online matriculation form. The online matriculation form is accessible through each person’s individual account in the Account Manager. For more information on matriculation, see the CPCU program page.

Study Group Handbook
A guide to CPCU and IIA study for informal study groups.

Executive Education
Contains complete information about The Institutes’ Insurance Executive Development program at the Wharton School of the University of Pennsylvania.

Official Transcript Request Form
Use this form to request an official copy of your transcript.

How to Prepare for Institute Exams
Contains practical study and exam tips designed to help you prepare for CPCU and IIA exams

Diploma Frame Ordering
The Institutes are pleased to offer customized certificate and diploma frames from Frames4diplomas.com.

Planning for Success
Brochure containing useful professional development resources which can be used to plan a successful career in property and casualty insurance.

Career Track Flyers

  • Agent/Broker Development Paths
  • Claims Development Paths
  • Underwriting Development Paths
  • CSR Development Paths
  • Risk Management Development Paths


  • Quick Links