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 – 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:
    • LOMA 320 – Insurance Marketing or 321 – Insurance Marketing:  Connecting with Customers
    • LOMA 326 Financial Services Marketing (retired 12/31/2015)*
    • AFE3 Life & Health Insurance Accounting (SOFE)
    • AAPA 303 Annuity Systems and Administration (LOMA) (retired 12/31/2015)*
    • Foundations of Insurance Regulation
    • NAIC Market Analysis Techniques
  4. Complete one elective course from the following:
    • LOMA 301 – Insurance Administration
    • LOMA 335 – Operational Excellence in Financial Services
    • AAPA 313 Financial Aspects of Annuities (LOMA) (retired 12/31/2015)*
    • AAPA 323 – Regulation and Taxation of Annuities (LOMA) (retired 12/31/2015)*
    • NAIC Financial Analysis
    • NAIC Risk – Focus Examinations
    • SRI 220 – Retirement Marketing and Business Acquisitions (LOMA)
    • SRI 230 – Retirement Administration (LOMA)
    • SRI 500 – Transforming Retirement Security (LOMA)
    • Course in member’s specialized area (pre-approved by the Education Committee)

Property/Casualty Concentration (4 Required)

  1. Complete CPCU 530 Business Law for Insurance Professionals (The Institutes)
  2. Complete one of the following:
    • AIAF 114 – Insurer Accounting Management (The Institutes)
    • CPCU 540 – Finance and Accounting for Insurance Professionals (The Institutes) or CAS Online Course 2 – Insurance Accounting, Coverage Analysis, Insurance Law, and Insurance Regulation (Casualty Actuarial Society)
    • AFE4 — Property and Liability Insurance Accounting (The Institutes)
    • ARM 56 – Risk Financing (The Institutes)
    • CRM – Financing of Risk Course (The National Alliance for Insurance Education and Research)
    • CAS Part 5 — Basic Techniques for Ratemaking and Estimating Claim Liabilities (Casualty Actuarial Society)
  3. Complete one of the following:
    • CPCU 560 — Financial Services Institutions (The Institutes)
    • ARe  321 — Exploring Reinsurance Products and Transactions (The Institutes
    • ARM 55— Risk Assessment and Treatment (The Institutes)
    • ASLI 164 – Surplus Lines Products (The Institutes)
    • CFE 2 — Analysis and Evaluation Procedure (SOFE)
    • Certified Worker’s Compensation Professional Course (American Society of Worker’s Compensation Professionals)
    • AIT 134 – Strategic Management of Information (The Institutes)
    • ANFI 206 – National Flood Insurance: Advanced Studies (The Institutes)
    • CISA – Certified Information Systems Auditor (ISACA)
    • IDMA 2 – Insurance Data Quality (Insurance Data Management Association)
    • PCLS 312 – Loss Adjustment and Subrogation (American Educational Institute)
    • CCLS 212 – Law of Evidence (American Educational Institute)
    • CCLS 213 – Pleadings and Practice (American Educational Institute)
    • FCLS 515 – Advanced Legal Issues in Fraud Investigation and Defense (American Educational Institute)
    • AEI 414 – Federal Workers Compensation (American Educational Institute)
  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
    • Long Term Care Part I, Understanding Needs and Options
    • Medical Expense Insurance
    • Supplemental Health Insurance
    • Disability Part I, Primer
    • Healthcare Management, An Introduction (AHM 250)
    • Managed Care Part A, The Basics
    • Fraud Part I, Introduction
    • HIPAA Primer
    • Dental Benefits Part A
    • C1 – Medical Aspects of Claims
  4. Complete one of the following:
    • Disability Part II, Advanced Issues
    • Disability Part III, Group and Worksite Issues
    • Managed Care Part B, Management Structure
    • Managed Care Part C, Trends
    • Fraud Part II, Key Products
    • Fraud Part III, Legal Issues
    • LTC Part II, Financing
    • LTC Part III, The Product
    • LTC Part IV, Administration and Claims
    • Voluntary, Ancillary, and HIPAA Excepted Benefits
    • HIPAA Action Items for Insurers
    • Medical Management Part, (AMH 540)
    • Medical Management Part III, Call Centers
    • Medical Management IV, Case Management
    • Medical Management V, Disease Management
    • Medical Management VI, Quality Management
    • C3 – Claims Administration
    • C4 – Management of Claims Operations
    • Health and Wellness Courses: An Introduction to Wellness Programs
    • How to Analyze Insurers Investment Portfolios
    • NAIC Integrating Market Regulation  NAIC Market Analysis
    • NAIC Regulating for Solvency  Dental Benefits Part B
    • ACA Courses:
    • 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:
    • Annuities For Funding Long Term Care
    • Understanding Annuities
    • Understanding Equity-Index Annuities
    • Understanding Variable Annuities

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

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.

Organizations