To download the CCP Enrollment Form (.pdf copy), click here.
To download the CCP Enrollment Form (MS Word copy), click here.

Once the basic requirements for eligibility have been met, the following successful completion of courses in the Life and Annuity, Health or Property & Casualty concentrations need to be met for the CCP designation:

• the ACP designation

• three years insurance experience

• two years compliance experience

• AICP member in good standing

Life and Annuity Concentration (4 Required)

    1. Complete AIRC 411 — Regulatory Compliance: Companies, Producers and Operations (LOMA)
    2. Complete AIRC 421 — Regulation of Life Insurance, Sales, and Operations (LOMA)
    3. Complete one of the following:
      • LOMA 320 — Insurance Marketing or 321 — Marketing in Financial Services (LOMA)
      • LOMA 326 — Financial Services Marketing (LOMA) (retired 12/31/2015 )*
      • AFE3 — Life & Health Insurance Fundamentals (SOFE)
      • AAPA 283 — Marketing, Distribution, and Uses of Annuities (LOMA) (retired 12/31/15)*
      • AAPA 303 — Annuity Systems and Administration (LOMA) (retired 12/31/2015 )*
      • NAIC Integrating Market Regulation (NAIC)
      • NAIC Market Analysis Education Course (NAIC)
    4. Complete one elective course from the following:
      • LOMA 301 — Insurance Administration (LOMA)
      • LOMA 335 — Operational Excellence in Financial Services (LOMA)
      • AAPA 313 — Financial Aspects of Annuities (LOMA) (retired 12/31/2015 )*
      • AAPA 323 — Regulation and Taxation of Annuities (LOMA) (retired 12/31/2015)*
      • NAIC How to Analyze Insurer Portfolios (NAIC)
      • NAIC Regulating for Solvency (NAIC)
      • Course in member’s specialized area (pre-approved by the Education Committee)

Property and Casualty Concentration (4 Required)

      1. Complete CPCU 530 — Business Law for Insurance Professionals (The Institutes)
      2. Complete one of the following:
        • AIAF 114 — Statutory Accounting for Property Casualty Insurers (The Institutes)
        • CPCU 540 — Finance and Accounting for Insurance Professionals (The Institutes)
        • AFE4 — Property and Liability Insurance Accounting (SOFE)
      3. Complete one of the following:
        • CAS Part 5 — Introduction to Property and Casualty Insurance and Ratemaking (The Institutes)
        • CPCU 560 — Financial Services Institutions (The Institutes)
        • AIC 30 — Claim Handling Principles and Practices (The Institutes)
        • AIC 44 — Workers’ Compensation Claim Practices (The Institutes)
        • APA 91— Principles of Premium Auditing (The Institutes)
        • ARe 144 — Reinsurance Principles and Practices (The Institutes)
        • ARM 55— Risk Management Principles and Practices (The Institutes)
        • ASLI 163 — Surplus Lines Insurance Operations (The Institutes)
        • CFE 2 — Analysis and Evaluation Procedure (IRES)
        • AICP’s Ratemaking Course — What the State Filer Needs to Know (AICP)
      4. One elective course in your specialized area (i.e. personal lines insurance, commercial property/casualty insurance, law for insurance professionals, etc.) The Institutes courses excluded for the purpose of meeting this requirement are: Introduction to Property Liability Insurance (INTRO), Introduction to Claims, Introduction to Risk Management, Introduction to Underwriting, and Introduction to Workers’ Compensation Claims.

Health Concentration (4 Required)

      1. Complete AIRC 411 — The Regulatory Environment for Life Insurance (LOMA)
      2. Complete AIRC 421 — Regulation of Life Insurance, Sales, and Operations (LOMA)
      3. Complete one of the following:
        • Health Insurance Advance Studies Part A and B
        • Supplemental Health Insurance
        • Managed Care Part A, The Basics
        • Long Term Care Part I, Understanding Needs and Options
        • Healthcare Management, An Introduction (AHM 250)
        • C1 – Med. Aspects of Claims (ICA)
        • Medical Expense Insurance
        • Disability Part I, Primer
        • Fraud Part I, Introduction
        • HIPAA Primer
        • Dental Benefits Part A
      4. Complete one of the following:
  • Disability Part II, Advanced Issues
  • Managed Care Part B, Management Structure
  • Fraud Part II, Key Products
  • LTC Part II, Financing
  • LTC Part IV, Administration and Claims
  • HIPAA Action Items for Insurers
  • Medical Management Part III, Call Centers
  • Medical Management V, Disease Management
  • C3 – Claims Administration (ICA)
  • Health and Wellness Courses: An Introduction to Wellness Programs
  • NAIC Integrating Market Regulation (NAIC)
  • NAIC Regulating for Solvency (NAIC)
  • Disability Part III, Group and Worksite Issues
  • Managed Care Part C, Trends
  • Fraud Part III, Legal Issues
  • LTC Part III, The Product
  • Voluntary, Ancillary, and HIPAA Excepted Benefits
  • Medical Management Part, (AMH 540)
  • Medical Management IV, Case Management
  • Medical Management VI, Quality Management
  • C4 – Management of Claims Operations(ICA)
  • How to Analyze Insurers Investment Portfolios (IRES)
  • NAIC Market Analysis (NAIC)
  • Dental Benefits Part B
  • ACA Courses (AICP):
    • Accountable Care Organizations
    • Health Insurance Exchanges and the Affordable Care Act
    • Understanding Medicare
    • Understanding the Summary of Benefits and Coverage
    • Understanding Private Accountable Care Organizations
  • Annuities & Health Retirement Planning (AHIP):
    • Annuities For Funding Long Term Care Needs
    • Understanding Annuities
    • Understanding Equity-Index Annuities
    • Understanding Variable Annuities

The Ratemaking course is offered by AICP. For more information about this course, refer to

The CAS Part 5 course is offered by the Casualty Actuarial Society. For more information about this course, refer to

Any course which has been retired may still be applied towards a designation.

The Institutes will grant exam credits for an Institutes program if the candidate has earned a Professional Designation or Advanced or Graduate Degree. Refer to The Institutes’ Waiver Request Form for further information.

The courses above are offered through American College, AICP, The Institutes, AHIP, ICA, LOMA, IRES, NAIC, and SOFE. For more information regarding these organizations, please see below.