Insurance Designations Handbook

Insurance Designations
Handbook




A Membership Service for SITE



















© The Society of Insurance Trainers & Educators, SITE, 2007
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Table of Contents



Page


Preface........................................................................................ 3


Foreword

The Society of Insurance Trainers and Educators……… 4


Contents


Alphabetical Listing of
Insurance-Related
Designations....................................
5-8


Alphabetical Description of
Designations..................................................................
9-223


Alphabetical Listing of
Sponsoring
Organizations.............................................
224-225


Alphabetical Description of

Sponsoring Organizations.............................................. 226 - 280
© The Society of Insurance Trainers & Educators, SITE, 2007
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Preface


The purpose of this handbook is to provide insurance industry professionals with a reference tool
that identifies and describes the various insurance designations available throughout the industry. This
handbook contains information on:

• certification and designation acronyms
• program descriptions
• designation and certification requirements
• course/program listings
• sponsoring organizations


The Insurance Designations Handbook should prove useful to insurance professionals needing
quick and frequent access to information on insurance designations for educational counseling and
professional development planning.

The Insurance Designations Handbook is produced as a service to the insurance industry by the Society
of Insurance Trainers and Educators (SITE).

© The Society of Insurance Trainers & Educators, SITE, 2007
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Foreword

The Society of Insurance Trainers and Educators (SITE)



The Society of Insurance Trainers and Educators (SITE) is an international organization whose
purpose is to promote the professional development of its members and to benefit the insurance
industry, our employees, and our students. Our membership includes a complete cross-section of the
insurance business, including insurance company education and training directors and training staff,
human resource directors, academics, training resource providers, regulators, students, and others
responsible for training and education in insurance. SITE members include representatives of both the
property/casualty and life/health segments of the industry, as well as all types of insurance organizations.


To enhance training and education in the insurance industry, SITE provides several activities and
publications for its members. A bi-monthly newsletter and an JOURNAL help keep members informed of
SITE's plans and activities and ensure that members stay on the leading edge of current training
techniques and developments. In addition, regional and virtual meetings and an annual conference
(open to members and non-members) allow participants to network with other insurance professionals to
discuss common problems and issues, and to acquire new knowledge and skills.


The Society of Insurance Trainers and Educators is committed to providing educational
experiences and growth opportunities to a large audience of insurance professionals. To learn more
about SITE, its programs and member benefits, or to learn about becoming a member, please contact:

Kathy Hodge, AIM, Executive Director
SITE
6635 W. Happy Valley Rd., Suite A104, #444
Glendale, AZ 85310
Phone: (623) 547-6401
Fax: (623) 547-6814
Email: ed@insurancetrainers.org
Website: www.insurancetrainers.org
© The Society of Insurance Trainers & Educators, SITE, 2007
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Insurance Industry Designations

Description








Page

AAAM
American Academy of Actuaries Member
9
AAI
Accredited Adviser in Insurance
10
AAMS
Accredited Asset Management Specialistsm
11
AAPA
Associate, Annuity Products and Administration
12
ACA
Associate of the Conference of Consulting Actuaries
13
ACAS
Associate, Casualty Actuarial Society
14
ACII
Associateship of the Chartered Insurance Institute
15-16
ACLA
Automobile Claim Law Associate
17
ACLS
Automobile Claim Law Specialist
18
ACP
Associate Compliance Professional
19-20
ACS
Associate Customer Service (LOMA)
21-26
ACS
Associate Customer Service (IIC)
27
ACSR
Accredited Customer Service Representative
28
AEP
Accredited Estate Planner
29-30
AFA
Associate Financial Advisor
31
AFC®
Accredited Financial CounselorSM 32
AFSB
Associate in Fidelity and Surety Bonding
33
AFSI
Associate, Financial Service Institute
34
AFSR
Accredited Financial Services Representative
35
AIAA
Associate, Insurance Agency Administration
36
AIAF
Associate in Insurance Accounting and Finance (IIA)
37
AIAF
Associate in Insurance Accounting and Finance (LOMA)
38
AIAM
Associate in Insurance Account Management
39
AIC
Associate in Claims
40-45
AIDM
Associate Insurance Data Manger
46
AIE
Accredited Insurance Examiner
47-49
AIIC
Associate of The Insurance Institute of Canada
50
AIM
Associate in Management
51
AIP
Associate in Insurance Production
52
AIRC
Associate, Insurance Regulatory Compliance
53
AIS
Associate in Insurance Services
54
AIT
Associate in Information Technology
55
ALHC
Associate, Life and Health Claims
56
ALMI
Associate, Life Management Institute
57

Alternative Investments Certificate
58
AMIM
Associate in Marine Insurance Management
59
AOHST
Associate Occupational Health and Safety Technologist
60
APA
Accredited Pension Administrator
61
APA
Associate in Premium Auditing
62
API
Associate in Personal Insurance
63
APM
Associated Professional Member
64
APR
Accredited Pension Representative
65
ARA
Associate, Reinsurance Administration
66
ARC
Associate in Regulation and Compliance
67
ARe
Associate in Reinsurance
68
ARM
Associate in Risk Management
69
ARM-P
Associate in Risk Management for Public Entities
70
ARPM
Associate in Risk Pool Management
71
ASA
Associate of the Society of Actuaries
72
© The Society of Insurance Trainers & Educators, SITE, 2007
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ASF
Associate in State Filings
73
ASLI
Associate in Surplus Lines Insurance
74
ASP
Associate Safety Professional
75
AU
Associate in Underwriting
76
AWMA
Accredited Wealth Manger Advisor
77
BCE
Board Certified in Estate Planning
78
BPA
Business Process Advisor
79
CAIB
Canadian Accredited Insurance Broker
80
CAM
Chartered Asset Manager
81
CAP
Chartered Advisor in Philanthropy
82
CAS
Certified Annuity Specialist
83
CASL
Chartered Advisor for Senior Living
84
CCIB
Canadian Certified Insurance Broker
85
CCLA
Casualty Claim Law Associate
86
CCLS
Casualty Claim Law Specialist
87
CCMP
Certified Case Management Professional
88
CCP
Certified Compliance Professional
89-90
CEA
Certified Estate Advisor
91
CEBS
Certified Employee Benefit Specialist (Canada)
92
CEBS
Certified Employee Benefit Specialist (US)
93
CEP
Certified Estate Planner
94
CERA
Chartered Enterprise Risk Analyst
95
Cert CII
Certificate in Insurance
96
Cert PFS
Certificate in Financial Planning
97
CFA
Chartered Financial Analyst 98
CFE
Certified Fraud Examiner
99
CFP
Certified Financial Planner
100
CFP
CFP Certification Curriculum
101
CFP
Certified Financial PlannerTM Professional Education Program
102
CFS
Certified Fund Specialist
103
CHC®
Certified Housing Counselor®
104
ChFC
Chartered Financial Consultant
105
CHST
Construction Health and Safety Technician
106
CIAM
Chartered Insurance Agency Manger
107
CIC
Certified Insurance Counselor
108
CIDM
Certified Insurance Data Manager
109-110
CIE
Certified Insurance Examiner
111
CIMA Certified
Investment
Management Analyst
112
CIP
Chartered Insurance Professional
113
CIPM
Certificate in Investment Performance Measurement
114
CISR
Certified Insurance Service Representative
115
CLCS
Commercial Lines Coverage Specialist
116
CLF
Chartered Leadership Fellow
117
CLTC
Certified in Long-Term Care
118
CLU
Chartered Life Underwriter
119
CMA/FAD
Chartered Market Analyst/Financial Analyst Designate
120
CMFA
Certified Manger of Financial Advisors
121
CMFC
Chartered Mutual Fund Counselorsm
122
CMS
Compensation Management Specialist (Canada)
123
CMS
Compensation Management Specialist (US)
124
CPC
Certified Pension Consultant
125
CPCU
Chartered Property Casualty Underwriter
126
CPDM
Certified Professional Disability Management
127
© The Society of Insurance Trainers & Educators, SITE, 2007
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CPIA
Certified Professional Insurance Agent
128
CPIB
Canadian Professional Insurance Broker
129
CPIW/M
Certified Professional Insurance Woman/Man
130
CPM
Chartered Portfolio Manager
131
CPSR
Certified Professional Service Representative
132
CRM
Canadian Risk Manager
133
CRM
Certified Risk Manager
134
CRPC
Chartered Retirement Planning Counselorsm
135
CRPS
Chartered Retirement Plans Specialistsm
136
CSA
Certified Senior Advisors
137
CSF
Certified State Filer
138
CSFP
Chartered Senior Financial Planner
139
CSP
Certified Safety Professional
140
CTEP
Chartered Trust and Estate Planner
141
CTS
Certified Tax Specialist
142
CWM
Chartered Wealth Manager
143
DAE
Diversified Advanced Education
144
DHP
Disability Healthcare Professional
145
DIA
Disability Income Associate
146
Dip CII
Certificate of Insurance Practice/Diploma in Insurance
147
Dip PFS
Diploma in Financial Planning
148
EHBA
Employee Healthcare Benefits Associate
149
EPLS
Estate Planning Law Specialist
150
ERMP
Enterprise Risk Management Professional
151

Essential of Investment Consulting Certificate
152
FAIQ
Financial Advisers International Qualification
153
FCA
Fellow of the Conference of Consulting Actuaries
154
FCAS
Fellow, Casualty Actuarial Society
155
FCII
Fellowship of the Chartered Insurance Institute
156
FCIP
Fellow Chartered Insurance Professional
157
FCLA
Fraud Claim Law Associate
158
FCLS
Fraud Claim Law Specialist
159
FFSI
Fellow, Financial Service Institute
160
FIIC
Fellow of The Insurance Institute of Canada
161
FLHC
Fellow, Life and Health Claims
162
FLMI
Fellow, Life Management Institute
163
FSA
Fellow of the Society of Actuaries
164
FSPA
Fellow, Society of Pension Actuaries
165
FSS
Financial Services Specialist
166-167
GBA
Group Benefit Associate (Canada)
168
GBA
Group Benefit Associate (US)
169
GBDS
Group Benefits Disability Specialist
170

Graduate Financial Planning Track - American College - CFP 171
GSP
Graduate Safety Practitioner
172
HCAFA
Health Care Anti-Fraud Associate
173
HCSA
Healthcare Customer Service Associate
174
HIA
Health Insurance Associate
175
HIPAAA HIPAA
Associate
176
HIPAAP HIPAA
Professional
177
INS
Program in General Insurance
178

Introduction to Investment Consulting Certificate
179
ISC
Investment Strategist Certificate
180
ITP
Insurance Training Professional
181
© The Society of Insurance Trainers & Educators, SITE, 2007
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LLIF
LIMRA Leadership Institute Fellow
182
LPCS
Legal Principles Claim Specialist
183
LTCP
Long-Term Care Professional
184
LUTCF
Life Underwriting Training Council Fellow
185
MFA
Master Financial Advisor
186
MFM
Master Financial Manager
187
MFP
Master Financial Professional
188
MHP
Managed Healthcare Professional
189
MMA
Medical Management Associate
190
MS
Master of Science Degree Program
191-192
MSFS
Master of Science in Financial Services
193-194
MSM
Master of Science in Management
195
MSPA
Member, American Society of Pension Actuaries
196
OHST
Occupational Health and Safety Technologist
197
PCLA
Property Claim Law Associate
198
PCLS
Property Claim Law Specialist
199
PCS
Professional Customer Service Program
200
PFA
Professional Financial Advisor
201
PISA
Professional Insurance Sales Association
202
PLCS
Personal Lines Coverage Specialist
203
QKA
Qualified 401(k) Administrator
204
QPA
Qualified Pension Administrator
205
QPFC
Qualified Plan Financial Consultant
206
REBC
Registered Employee Benefits Consultant
207
RF RIMS
Fellow
208
RFS
Registered Financial Specialist
209
RHU
Registered Health Underwriter
210
RIS
Retirement Income Specialist
211
RMPE
Risk Management for Public Entities
212
RP®
Registered Paraplannersm
213
RPA
Retirement Plans Associate (Canada)
214
RPA
Retirement Plans Associate (US)
215
RPLU
Registered Professional Liability Underwriter
216
SCLA
Senior Claim Law Associate
217
SILA-A
Securities & Insurance Licensing Administrators Associate
218
SILA-F
Securities & Insurance Licensing Administrators Fellow
219
STS
Safety Trained Supervisor
220
WCCP
Workers’ Compensation Claims Professional
221
WCLA
Workers Compensation Claim Law Associate
222
WCLS
Workers Compensation Claim Law Specialist
223
© The Society of Insurance Trainers & Educators, SITE, 2007
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AAAM
American Academy of Actuaries Member

Description:
ASPPA, the CAS, CCA, and the SOA rely on the Academy to lead the way in setting and enforcing high
standards of professional conduct for their members and all practitioners in North America. By joining the
Academy, you strengthen the profession's commitment to responsible and competent conduct, show your
willingness to adhere to the Code of Professional Conduct, and have an opportunity to apply your skills
outside the workplace to assist public policy decision-makers. Most states now have regulations that
recognize the MAAA designation as a qualification for signing insurance company annual statements.

Requirements:
1. Proof of actuarial educational credentials, eligible proof is specified in the complete membership
requirements available on the AAAM website..
2. At least three years of full-time equivalent experience in responsible actuarial work.
3. A resident of the United States for at least three years, or a non-resident or new resident who meets
the Academy's education requirements and can prove familiarity with U.S. laws and practices in his or
her “actuarial practice area.”
4. Print out, complete, and mail the online application form.

Note: Actuaries who are interested in becoming Academy members are strongly urged to read the
complete membership requirements before they submit an application.

Sponsoring Organization:
American Academy of Actuaries
1100 Seventeenth Street NW, Seventh Floor
Washington, DC 20036
Phone: (202) 223-8196
Fax: (202) 872-1948
E-mail: rusch@actuary.org
Website: www.actuary.org
© The Society of Insurance Trainers & Educators, SITE, 2007
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AAI
Accredited Adviser in Insurance

Description:
The objective of the AAI program is to enhance the effectiveness of insurance producers. The program
includes a study of personal and commercial insurance, sales management, agency operations, as well as
increasing commissions and reducing E&O claims.

Requirements:
1.
Three courses (three undergraduate semester hours each).
2.
Successful completion of three examinations.

Courses:
AAI 81 Foundations of Insurance Production
AAI 82 Multiple-Lines Insurance Production
AAI 83 Agency Operations and Sales Management

Course sequence:
It is best to take AAI 81 before taking AAI 82. AAI 83 may be taken at any time.

Sponsoring Organization:
AICPCU/IIA
720 Providence Road, P.O. Box 3016
Malvern, PA 19355-0716
Phone: (800) 644-2101
Fax: (610) 640-9576
Email: customersupport@cpcuiia.org
Website: www.aicpcu.org
© The Society of Insurance Trainers & Educators, SITE, 2007
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