Designations, designators and degrees: insurance professionals and aspiring professionals have opportunities to increase their knowledge of the industry through classes leading to an insurance designation and programs leading to a degree.Insurance Professional Designations Accredited accredited recognition by an appropriate authority that the performance of a particular institution has satisfied a prestated set of criteria. accredited herds cattle herds which have achieved a low level of reactors to, e.g. Estate Planner Accredited Adviser in Insurance (AAI AAI American Association of Immunologists. ) Description: Earning this designation helps producers to increase commissions, improve insurance knowledge, avoid errors and omissions errors and omissions n. short-hand for malpractice insurance which gives physicians, attorneys, architects, accountants and other professionals coverage for claims by patients and clients for alleged professional errors and omissions which amount to negligence. claims, and earn continuing education credits for license renewal. Qualifications: Candidates must take three classes and a two-hour exam with 85 computer-administered, multiple-choice questions. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Accredited Asset Management Specialist (MMS (Multimedia Messaging Service) An enhanced transmission service that enables graphics, video clips and sound files to be transmitted via cellphones. Developed as part of the 3GPP project, MMS phones are generally backward compatible with SMS and EMS. ) Description: Earning this designation trains financial professionals in building lasting client relationships and gathering assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. . Qualifications: Candidates must complete the program, pass the final examination, and sign a code of ethics Code of Ethics can refer to:
Awarded by: College for Financial Planning Accredited Estate Planner (AEP AEP - Application Environment Profile ) Description: This designation is awarded to attorneys, chartered life underwriters, certified public accountants, certified trust and financial advisers, chartered financial consultants and certified financial planners. Qualifications: Candidates must meet stringent experience and educational qualifications, including two graduate-level courses administered by The American College. Awarded by: National Association of Estate Planners & Councils Accredited Financial Counselor (AFC (1) (Application Foundation Classes) A class library from Microsoft that provides an application framework and graphics, graphical user interface (GUI) and multimedia routines for Java programmers. ) Description: Accredited financial counselors have certified skills to assist individuals and families in the process of financial decision making. Qualifications: Candidates must pass an exam, present three letters of reference and have two years of admissible financial counseling experience. Awarded by: Association for Financial Counseling and Planning Education Accredited Pension Administrator (APA (All Points Addressable) Refers to an array (bitmapped screen, matrix, etc.) in which all bits or cells can be individually manipulated. APA - Application Portability Architecture ) Description: This designation is for administrators of retirement and other employee benefit plans. Qualifications: Candidates must complete six study courses and pass examinations covering all aspects of plan administration. Awarded by: National Institute of Pension Administrators Accredited Pension Representative (APR APR See: Annual Percentage Rate ) Description: This designation is for retirement plan personnel, financial consultants/planners and investment advisers, focusing on fundamentals of retirement plans with an emphasis on defined-contribution plans and investment philosophy. Qualifications: Requirements include completion of two study courses and examinations. Awarded by: National Institute of Pension Administrators Associate Financial Advisor (AFA AFA In currencies, this is the abbreviation for the Afghanistan Afghani. Notes: The currency market, also known as the Foreign Exchange market, is the largest financial market in the world, with a daily average volume of over US $1 trillion. ) Description: This designation is for new producers in their first year of business. Qualifications: Candidates must complete selected 100-level courses equaling 30 credits. Awarded by: Linwa International Associate in Claims (ALC (Assembly Language Coding) A generic term for IBM mainframe assembly languages. 1. ALC - Assembly Language Compiler. 2. ALC - Airline Line Control. ) Description: This designation, developed with the National Association of Independent Insurance Adjusters, focuses on technical claim-handling abilities as well as communication and negotiation skills. Qualifications: Candidates must complete four courses, following a standard multiline approach or one of four specialty paths, and complete a two-hour exam with 85 computer-administered, multiple-choice questions. An additional exam and/or essay may be required, depending on the line of business. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Commercial Underwriting (AU) Description: This program complements current underwriting skills with resources and options available to commercial underwriters. Qualifications: Candidates take three or four classes, depending on their background and/or prior courses, and must pass a two-hour exam with 85 computer-administered, multiple-choice questions. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Fidelity and Surety Bonding (AFSB AFSB Associate in Fidelity and Surety Bonding (insurance) AFSB Army Field Support Brigade AFSB Air Force Studies Board (National Academy of Sciences) AFSB Afloat Forward Staging Base ) Description: This program, developed with the National Association of Surety Bond Producers and the Surety Association of America, expands understanding of both contract and noncontract surety, as well as crime insurance. Qualifications: Candidates take five courses and must pass a two-hour exam with 85 computer-administered, multiple-choice questions, as well as a computer-administered essay. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Information Technology (AIT) Description: This program, which replaced the Associate in Automation Management, is designed to increase knowledge and confidence when working with IT professionals and technical issues. Qualifications: Candidates take three courses, with waivers available for AAM n. 1. A Dutch and German measure of liquids, varying in different cities, being at Amsterdam about 41 wine gallons, at Antwerp 36½, at Hamburg 38¼. courses, and take a two-hour exam with 85 computer-administered, multiple-choice questions. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Reinsurance The contract made between an insurance company and a third party to protect the insurance company from losses. The contract provides for the third party to pay for the loss sustained by the insurance company when the company makes a payment on the original contract. Associate in Insurance Accounting and Finance (AIAF AIAF Associazione Italiana degli Analisti Finanziari (Italian Association of Financial Analysts) AIAF Associate in Insurance Accounting and Finance (insurance) ) Description: This program builds a foundation for understanding insurance accounting and finance. It covers practices, principles and procedures for preparing insurer financial statements according to requirements of the National Association of Insurance Commissioners The National Association of Insurance Commissioners (NAIC) is an Internal Revenue Code Section 501(c)(3) non-profit organization which seeks to organize the regulatory and supervisory efforts of the various state insurance commissioners from around the United States. and other regulatory bodies. Qualifications: Candidates take four courses with various options and must pass a two-hour exam with 85 computer-administered, multiple-choice questions. A computer-administered essay also is required. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Insurance Accounting & Finance (Life/Health Track) (AIAF) Description: This designation is given to professionals working in accounting or financial areas, or information services professionals that work with financial data for internal or external customers. Qualifications: Candidates must complete five AIAF program courses and pass an exam. Awarded by: LOMA lo´ma n. 1. (Zool.) A lobe; a membranous fringe or flap. (Life Office Management Association) Associate in Insurance Services (AIS) Description: This program provides a basic understanding of continuous improvement principles. It is recommended for study by a group of people employed in the same organization. Qualifications: Candidates must pass the two-hour AIS 25 exam, which contains 60 multiple-choice questions, and must earn one of several other designations. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Management (AIM) Description: This program includes human resource management, analysis of current business issues, and general management principles and practices. The courses in this program are best suited for mid-level managers. Qualifications: Eligible candidates will have successfully completed three classes. Two hours are allotted for 85 computer-administered multiple-choice questions. Pius, they must answer 150 questions from posted articles. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Marine Insurance Management (AMIM AMIM Associate in Marine Insurance Management (insurance) AMIM Army Modernization Information Memorandum AMIM Army Management Information Memorandum AMIM Army Materiel Information Memorandum ) Description: This is to build a foundation in both inland and ocean marine. It was developed with the Inland Marine Underwriters Association and the American Institute of Marine Underwriters. Qualifications: Eligible candidates will have successfully completed four courses plus two electives. Two hours are allotted for 85 computer-administered multiple-choice questions. Three hours are allotted for the computer-administered essay. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Personal Insurance (API) Description: Students gain an understanding of the personal insurance business, including underwriting, marketing practices, the personal insurance environment, personal insurance profitability, the product development process and portfolio management. Qualifications: Eligible candidates will have successfully completed tour courses. The two-hour exam consists of 85 computer-administered multiple-choice questions. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Premium Auditing (APA) Description: This program increases knowledge of insurance contracts, auditing procedures appropriate to a variety of complex situations, principles of insurance accounting and the relationship of premium auditing to other insurance operations. Qualifications: Eligible candidates will have successfully completed three courses plus an elective. Two hours are allotted for 85 computer-administered multiple-choice questions. Three hours are allotted for a computer-administered essay. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Regulation and Compliance (ARC) Description: Students gain a better understanding of the insurance regulatory environment and the effect regulation has on the business of insurance. Qualifications: Eligible candidates will have successfully completed three courses including a two-hour exam consisting of 85 computer-administered multiple-choice questions and a three-hour computer-administered essay. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Reinsurance (ARe) Description: Students learn reinsurance principles and practices and gain an understanding of reinsurance terms and pricing, reinsurance treaties and facultative certificates. Qualifications: Eligible candidates will have successfully completed three courses plus an elective. This includes a two-hour test consisting of 85 computer-administered, multiple-choice questions as well as a three-hour computer-administered essay. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Risk Management (ARM) Description: This program builds a strong foundation in the science of risk management. Students gain practical skills to avoid, reduce and manage risk and learn to adapt those skills to meet changing needs. Qualifications: Eligible candidates will have successfully completed three courses. The two-hour exam for each course consists of 85 computer-administered multiple-choice questions. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Risk Management for Public Entities (ARM-P ARM-P Associate in Risk Management for Public Entities (insurance industry certification) ) Description: Students will understand the differences between public and private sector risk management. Qualifications: Eligible candidates will have successfully completed four courses and the ARM designation. A two-hour exam for each course consists of 85 computer-administered, multiple-choice questions. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Associate in Surplus Lines Insurance (ASM (1) (Association for Systems Management) An international membership organization based in Cleveland, Ohio. Founded in 1947 and disbanded in 1996, it sponsored conferences in all phases of administrative systems and management. ) Description: This program prepares students to meet the challenges presented by increased risk in the expansion of the e-commerce and high tech sectors of the economy. Qualifications: Eligible candidates will have successfully completed two required courses and two electives as well as the accompanying exams. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Certified Annuity Advisor Associate of the Casualty Actuarial Society The Casualty Actuarial Society (CAS) is a professional society of actuaries. Its members are mainly involved in the property and casualty areas of the actuarial profession. (ACAS ACAS Cardiology A clinical trial–Asymptomatic Carotid Atherosclerosis Study which evaluated the 5-yr risk of fatal and non-fatal stroke-primary outcome in Pts with asymptomatic but severe carotid atherosclerosis. See Carotid stenosis. ) Description: Curriculum focuses on strategic, financial and operational risk and the integration of hazard risk with these risks. Qualifications: Candidates must fulfill the examination requirements by successful completion of, or credit for, Exams 1-7, and have credit by Validation by Educational Experience for the required topics of economics, corporate finance, and applied statistical methods. After completing the prescribed examination requirements, all prospective Associate members must make formal application to the Casualty Actuarial Society. Candidates need to obtain letters of reference from two CAS members. After all requirements are met and application is made, each candidate is voted on by the CAS Executive Council. Awarded by: Casualty Actuarial Society Associate of the Conference of Consulting Actuaries The Conference of Consulting Actuaries, also known as the Conference or the CCA, is a professional society of actuaries engaged in consulting in the United States and Canada, as opposed to those employed by insurance companies. (ACA ACA - Application Control Architecture ) Description: A candidate for membership must be substantially engaged in consulting actuarial practice; in work as an actuary of a governmental unit; in work as an Enrolled Actuary; in work at an insurance company; or in teaching actuarial science and satisfy any one of three independent criteria. Qualifications: A candidate for membership as an associate must have attained the designation of ASA Asa (ā`sə), in the Bible, king of Judah, son and successor of Abijah. He was a good king, zealous in his extirpation of idols. When Baasha of Israel took Ramah (a few miles N of Jerusalem), Asa bought the help of Benhadad of Damascus and (Associate of the Society of Actuaries Mission Statement The Society of Actuaries is a professional organization for actuaries based in North America. Its headquarters are located in Schaumburg, Illinois. ), or ACAS (Associate of the Casualty Actuarial Society), or EA (Enrolled Actuary), or MAAA MAAA Member of the American Academy of Actuaries MAAA Mid-America Arts Alliance MAAA Model Aeronautical Association of Australia MAAA Montreal Amateur Athletic Association (Quebec) MAAA Metropolitan Area Agency on Aging (Member of the American Academy of Actuaries The The American Academy of Actuaries, also known as the “Academy” or the AAA, is the body that represents and unites United States actuaries in all practice areas. ), or MSPA MSPA Mystery Shopping Providers Association MSPA Migrant and Seasonal Agricultural Worker Protection Act MSPA Maryland School Psychologists' Association MSPA Minnesota School Psychologists Association MSPA Massachusetts School Psychologists Association (Member of the American Society of Pension Professionals and Actuaries The American Society of Pension Professionals & Actuaries or ASPPA is a national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. ); or the equivalent designation for any international actuarial organization. Awarded by: Conference of Consulting Actuaries Associate, Annuity Products & Administration (AAPA AAPA American Academy of Physician Assistants. ) Description: This designation is for those who work in all areas of annuities. Qualifications: Eligible candidates will have successfully completed LOMA's five annuity-specific courses. Awarded by: LOMA (Life Office Management Association) Associate, Customer Service Program (ACS (Asynchronous Communications Server) See network access server. ) Description: Students gain the ability to regularly interact with internal or external customers. Qualifications: Several line-of-business tracks allow completion of the program with a concentration that fits a position within the financial services industry. Each track consists of five courses: three required courses and two elective courses from a specified set of electives. Awarded by: LOMA (Life Office Management Association) Associate, Financial Services Institute (AFSI AFSI AmTrust Financial Services, Inc (New York, NY casualty insurer) AFSI Americans for a Safe Israel AFSI Asthma-Friendly Schools Initiative AFSI American Food Safety Institute AFSI American Feng Shui Institute ) Description: Students gain a comprehensive business education in the context of the financial services industry. Qualifications: Eligible candidates will have successfully completed five courses within the Fellow, Financial Services Institute Program, including exams. Awarded by: LOMA (Life Office Management Association) Associate, Insurance Agency Administration (AIAA AIAA American Institute of Aeronautics and Astronautics, Inc. AIAA Associate Insurance Agency Administration (LOMA insurance program) AIAA Aerospace Industries Association of America, Inc. ) Description: For employees in agency branch offices, field offices, and brokerages, or home office employees who interact with agency offices, this program offers knowledge of organization, customer service, technology; compliance and ethical issues, developing leadership skills and supervising employees. Qualifications: Eligible candidates will have successfully completed six courses. Awarded by: LOMA (Life Office Management Association) Associate, Insurance Regulatory Compliance (AIRC AIRC Australian Industrial Relations Commission AIRC Associazione Italiana Per La Ricerca Sul Cancro (Italian Cancer Research Association) AIRC American Information Resource Center ) Description: This designation indicates knowledge of how states and the federal government regulate insurance companies, financial examinations and market conduct examinations, state filing compliance, federal securities laws and how they apply to the sale of financial products, and what specific regulations govern insurance. Qualifications: Eligible candidates will have successfully completed six courses. Awarded by: LOMA (Life Office Management Association) Associate, Lite Management Institute (ALMI ALMI Application Level Multicast Infrastructure ALMI Automated Listing and Mapping Instrument (US Census Bureau) ) Description: This designation indicates a comprehensive business education in the context of the life and health insurance industry. Qualifications: Eligible candidates will have successfully completed five courses within the Fellow, Life Management Institute program curriculum. Awarded by: LOMA (Life Office Management Association) Associate, Reinsurance Administration (ARA Ara or Arrah (both: ŭ`rə), city (1991 pop. 157,082), Bihar state, NE India, on the Son Canal. A major road and rail junction, it is the administrative center for a district that produces grain, sugarcane, and oilseed. ) Description: Students gain knowledge of reinsurance principles; the importance of the treaty in reinsurance; the development, administration and auditing of reinsurance products; and the importance of reinsurance to the insurance industry. Qualifications: Eligible candidates will have successfully completed six courses. Awarded by: LOMA (Life Office Management Association) Associate, Society of Actuaries (ASA) Description: The preliminary SOA (1) (Start Of Authority) The first record in a DNS zone file. See DNS records. (2) (Service Oriented Architecture) The modularization of business functions for greater flexibility and reusability. examinations provide an understanding of fundamental mathematical concepts and how they are applied, with recognition of the dynamic nature of these fundamental concepts. In addition, a set of computer-based modules exposes a broad range of techniques that the actuary can recognize and identify as to their application and inherent limitations. Qualifications: Six examinations, three courses validated by educational experience, completion of a series of on-line modules and exercises, and a professionalism course. Awarded by: Society of Actuaries Board Certified in Estate Planning (BCE BCE abbr. 1. Bachelor of Chemical Engineering 2. Bachelor of Civil Engineering BCE Abbreviation for before the Common Era. ) Description: This designation indicates knowledge of estate accumulation, preservation and distribution for brokers, advisers and planners. Qualifications: Eligible candidates will have successfully completed a 60-hour self-study program. The three final exams are given at Thomson Prometric Centers and administered by the National Association of Securities Dealers National Association of Securities Dealers (NASD) Nonprofit organization formed under the joint sponsorship of the investment bankers' conference and the SEC to comply with the Maloney Act, which provides for the regulation of the OTC market. . Students must also complete two open-book case studies. The BCE program is fully accredited. Awarded by: Institute of Business & Finance Certified Annuity Advisor (CAA Caa See CCC. ) Description: This program offers knowledge of annuities for the professional financial and insurance services adviser and home office staff. Qualifications: Eligible candidates will have successfully completed an enrollment assessment exam, pre-class independent reading assignment modules that require 18 to 24 hours, courses in a classroom setting or on a self-study basis, and a proctored final exam. Awarded by: Advisors Certification Services Chartered Financial Analyst Chartered Financial Analyst (CFA) An experienced financial analyst who has passed examinations in economics, financial accounting, portfolio management, security analysis, and standards of conduct given by the Institute of Chartered Financial Analysts. Certified Annuity Specialist (CAS) Description: Students gain knowledge of fixed-rate and variable annuities. Qualifications: Eligible candidates will have successfully completed a 60-hour serf-study program. The final exam is given at Thomson Prometric Centers. The exam is administered by the National Association of Securities Dealers. Students must also complete an open-book case study. The CAS program is fully accredited. Awarded by: Institute of Business & Finance Certified Employee Benefit Specialist (CEBS CEBS Committee of European Banking Supervisors CEBS Certified Employee Benefit Specialist CEBS Chemical Effects in Biological Systems CEBS Church of England Boys Society CEBS Charles Edward Brooke School (UK) ) Description: This program is for professionals in the employee benefits and compensation field. The program offers the opportunity to earn designations in three areas of specialization: group benefits (GBA GBA Game Boy Advance (Nintendo 32-Bit Game Boy) GBA Gran Buenos Aires (Argentina) GBA God Bless America GBA Gundam Battle Assault (video game) GBA Alderney ), retirement (RPA RPA Remote Patron Authentication RPA Rural Payments Agency (UK Department of Environment, Food and Rural Affairs) RPA Replication Protein A RPA RNAse Protection Assay RPA Regional Plan Association RPA Random-Phase Approximation ), and compensation management (CMS (1) See content management system and color management system. (2) (Conversational Monitor System) Software that provides interactive communications for IBM's VM operating system. ). Qualifications: To earn a designation in each of the specialty tracks and, at the same time, receive credit that will qualify toward earning the CEBS designation, eligible candidates will have successfully completed eight courses and taken a two-hour exam at computer-based testing locations throughout the country. Awarded by: International Foundation of Employee Benefit Plans Certified Estate Advisor (CEA CEA carcinoembryonic antigen. CEA abbr. carcinoembryonic antigen CEA (Carcinoembryonic antigen) ) Description: This designation indicates expertise in estate planning. Qualifications: Eligible candidates must hold a CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. , CFP 1. CFP - Constraint Functional Programming. 2. CFP - Communicating Functional Processes. 3. CFP - Call For Papers (for a conference). , or a professional license (attorney, securities, insurance, real estate). They must complete a self-study program and pass a 75-question exam. Awarded by: National Association of Financial and Estate Planning Certified Estate Planner (CEP CEP congenital erythropoietic porphyria. CEP abbr. congenital erythropoietic porphyria ) Description: This designation indicates estate planning expertise among financial and legal professionals. Qualifications: Eligible candidates have successfully completed a series of eight courses. CEP status is based upon the education received and maintained by each individual. Awarded by: The National Institute of Certified Estate Planners Certified Financial Planner (CFP) Description: This designation indicates knowledge of competent, professional and ethical Financial planning. Qualifications: At least three years of qualifying full-time work experience are required for certification. The education requirement means the candidate must master more than 100 integrated financial planning topics. Candidates can complete a course of study offered by an education institution with a curriculum registered with the CFP Board. The curriculum taught must be the equivalent of at least 15 semester credit hours. Generally, the course work in a certificate level program can be completed in 18 to 24 months. Course work culminates in a 10-hour exam. Beginning in 2007, in addition to fulfilling other requirements, a bachelor's degree in any discipline will be required in order to attain CFP certification. Awarded by: Certified Financial Planner Board of Standards Certified Fund Specialist (CFS CFS abbr. chronic fatigue syndrome CFS, n.pr See syndrome, chronic fatigue. CFS Chronic fatigue syndrome, see there ) Description: The designation, the oldest in the mutual funds industry, indicates knowledge of studies, research reports, industry trends, new ideas and products, sales presentations, and marketing tips. Qualifications: Eligible candidates have successfully completed a 60-hour self-study program. The final exam is given at Thomson Prometric Centers. The exam is administered by the National Association of Securities Dealers. Students also must complete an open-book case study. Awarded by: Institute of Business & Finance Certified in Long-Term Care (CLTC CLTC Certified in Long-Term Care CLTC Community Long Term Care CLTC Chapter Leadership Training Conference ) Description: Students gain knowledge of long-term-care insurance. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term-care insurance. Qualifications: Eligible candidates have successfully completed a two-day master class or a correspondence course followed by an exam that is required for certification. Awarded by: Corporation for Long-Term Care Certification Certified Insurance Counselor In the United States, Certified Insurance Counselor (CIC) is an insurance agent professional certification designation. The CIC certification program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969. (CIC CIC circulating immune complexes. CIC Circulating immune complexes. See Immune complexes. ) Description: This designation recognizes expertise in various types of insurance coverage. Course content is tailored to particular regions. Qualifications: Eligible candidates have successfully completed five institutes on agency management, commercial casualty, commercial property, life and health and personal lines. Each institute is 20 hours of instruction, followed by an examination. Awarded by: National Alliance for Insurance Education & Research Certified Insurance Service Representative (CISR CISR Commission de l'Immigration et du Statut de Réfugié (immigration and refugee board of Canada) CISR Center for Information Systems Research CISR Certified Insurance Service Representative CISR Center for Intelligent Systems Research ) Description: This designation indicates an understanding of insurance coverages and the ability to analyze risks and exposures. Topics of study include commercial casualty exposures, commercial property, personal residential property, personal auto exposures and agency operations. Qualifications: Completion of five courses, exam. Awarded by: National Alliance for Insurance Education & Research Certified Investment Management Analyst (CIMA) Description: This program offers expertise in asset allocation, manager search and selection, investment policy and performance measurement. Qualifications: Eligible candidates have successfully completed the course work in a classroom setting or online and a comprehensive tour-hour examination. Awarded by: Investment Management Consultants Association Certified Pension Consultant (CPC (1) (Central Processing Complex) An IBM mainframe that has two or more central processors (CPs) that share memory. It is the collection of processors, memory and I/O subsystems manufactured with a single serial number, typically all contained in one cabinet. ) Description: Conferred to benefits professionals working in plan administration, pension actuarial administration, insurance and financial planning. Qualifications: Eligible candidates have at least three years of pension plan consulting experience. They must demonstrate competence in specific areas of pension and related employee benefits consulting through completion of the CPC examination series offered by ASPPA ASPPA American Society of Pension and Professionals & Actuaries . Awarded by: American Society of Pension Professionals & Actuaries Certified Professional Insurance Woman/Man (CPIW/M) Description: This program offers education and professional development, technical knowledge and leadership skills. Qualifications: Eligible candidates have been members in NAIW NAIW National Association of Insurance Women for at least two years, have been employed in the insurance industry for at least five years and completed the required educational programs. Awarded by: National Association of Insurance Women (International) Certified Risk Managers International (CRM (Customer Relationship Management) An integrated information system that is used to plan, schedule and control the presales and postsales activities in an organization. ) Description: Students gain expertise in all areas of managing risks, hazards and exposures. Qualifications: Eligible candidates have successfully completed five courses. Each course involves two and one-half days of instruction, followed by an exam. Awarded by: National Alliance for Insurance Education & Research Chartered Property Casualty Underwriter Certified Senior Advisor (CSA (1) (Canadian Standards Association, Toronto, Ontario, www.csa.ca) A standards-defining organization founded in 1919. It is involved in many industries, including electronics, communications and information technology. ) Description: This designation recognizes broad-based knowledge of the health, social and financial issues that are important to seniors and the dynamics of how these factors work together in seniors' lives. Qualifications: Eligible candidates have successfully completed the required courses in a classroom, online or on a self-study basis. In addition, they must pass a closed-book, proctored exam. Awarded by: Society of Certified Senior Advisors Chartered Advisor for Senior Living (CASL CASL Compact Application Solution Language (Feras Information Technologies) CASL Capital Area Soccer League (Raleigh, NC) CASL Chartered Advisor for Senior Living CASL Crosstalk Application Scripting Language ) Description: This designation recognizes comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Qualifications: Eligible candidates have successfully completed five courses in either a classroom setting or on a sell-study basis as well as the exams. Awarded by: The American College Chartered Financial Analyst (CFA (Computer Fraud and Abuse Act of 1986) Signed into law in 1986, the CFA was a significant step forward in criminalizing unauthorized access to computer systems and networks. The Act applies to "federal interest computers" that include any system used by the U.S. ) Description: This program is intended to supplement the education and work experience of investment professionals. Curriculum emphasizes the knowledge and skills needed to be involved in asset valuation or portfolio management. Qualifications: Eligible candidates hold a bachelor's degree or the equivalent. They have successfully completed three sequential, six-hour examinations. In addition, they have worked as an investment professional for at least three years. (An increase in the work experience requirement to four years will be phased in through 2007.) CFA Institute estimates that candidates will need to devote 10 to 15 hours per week for 18 weeks to prepare adequately for the Level I or the Level II examination. The minimum length of time taken to sequentially pass all three exams is two years. On average, it takes more than four years for candidates to earn the CFA charter. Awarded by: CFA Institute Chartered Financial Consultant (ChFC) Description: Students gain expertise in types of insurance, tax credits, retirement planning, portfolio management, estate administration and other subjects. Qualifications: Self-study or live classes. Required: six core courses, two electives. Each course concludes with a two-hour exam, administered at more than 3,000 exam centers around the country. Three years of full-time business experience is required. Awarded by: The American College Chartered Leadership Fellow (CLF CLF The ISO 4217 currency code for Chile Unidades de Fomento. ) Description: This designation indicates expertise in how to develop effective business plans, set performance goals, motivate others and recruit talent and retain top performers. Qualifications: Eligible candidates have successfully completed three years of experience in a leadership position in the financial services field, a curriculum that includes self-study and seminar, and exams. Awarded by: The American College Chartered Life Underwriter (CLU (language) CLU - (CLUster) An object-oriented programming language developed at MIT by Liskov et al in 1974-1975. CLU is an object-oriented language of the Pascal family designed to support data abstraction, similar to Alphard. ) Description: This program focuses on the life insurance products designed to meet the needs of individuals, business owners and professionals, including income replacement, estate planning and wealth transfer. Qualifications: Eligible candidates have successfully completed five core classes and three electives in a classroom setting or on a self-study basis as well as the required exams. Three years of full-time business experience is required for all Huebner School designations. The three-year period must be within the five years preceding the date of the award. Awarded by: The American College Chartered Mutual Fund Counselor (CMFC CMFC Collège des Médecins de Famille du Canada CMFC Chartered Mutual Fund Counselor (College for Financial Planning) CMFC Combined Marine Forces Command CMFC Carl M. Freeman Communities ) Description: This mutual fund designation is the result of collaboration between the College for Financial Planning and the Investment Company Institute. This program provides a thorough knowledge of mutual funds and their various uses as investment vehicles. Qualifications: Eligible candidates have successfully completed a study program and exam. They sign a code of ethics commitment and declaration form. Awarded by: College for Financial Planning Chartered Property Casualty Underwriter (CPCU CPCU Chartered Property Casualty Underwriter CPCU Cardiac Progressive Care Unit CPCU Custody Pending Completion of Use ) Description: This designation indicates a broad understanding of property/casualty insurance as well as a concentration in commercial or personal risk management. It includes in-depth expertise in personal financial planning and financial services institutions. Qualifications: The CPCU program consists of 11 courses. Candidates must pass eight courses to earn the CPCU designation. All candidates must complete the five foundation courses. In addition, candidates will select either the commercial or personal insurance concentration and complete the three courses in the concentration of their choosing. They may not combine courses from both concentrations. They must submit a resume showing that they were engaged in acceptable insurance activities for any 36 months during the five-year period immediately preceding the conferment of the CPCU designation. Most exams are approximately 3035 computer-administered essay questions. Two others are 100 computer-administered objective (multiple-choice) questions. Awarded by: American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America Chartered Retirement Planning Counselor (CRPC) Description: This designation indicates expertise in a variety of principles in the retirement planning field, including estate planning and asset management. Qualifications: Eligible candidates have successfully completed the program and exam. They sign a code of ethics commitment and declaration form. Awarded by: College for Financial Planning Chartered Retirement Plans Specialist (CRPS CRPS Neurology Complex regional pain syndrome, see there ) Description: This program is targeted to professionals who design, install, and maintain retirement plans for the business community. Qualifications: Eligible candidates have successfully completed a study program and exam. They sign a code of ethics commitment and declaration form. Awarded by: College for Financial Planning Chartered Senior Financial Planner (CSFP CSFP Commodity Supplemental Food Program CSFP Commonwealth Scholarship and Fellowship Plan (UK) CSFP Credit Suisse Financial Products CSFP Coded Superframe Phase (wireless communication) ) Description: This designation is available to licensed insurance agents who wish to work in the areas of retirement planning and asset protection. Qualifications: Eligible candidates have successfully completed three days of study in a classroom setting. Awarded by: Association of Chartered Senior Financial Planners Health Insurance Associate Disability Healthcare Professional (DHP DHP Department of Health Professions DHP Dean Health Plan DHP Documentary Heritage Program DHP Dark Horse Presents (comic) DHP David Hyde Pierce (actor) ) Description: This program expands the specialized course of study offered in the Disability Income Associate program by focusing on disability income insurance, group and individual health insurance. Qualifications: Eligible candidates have successfully completed five courses and an exam. Awarded by: America's Health Insurance Plans Disability Income Associate (DIA) Description: This designation indicates expertise in the fundamentals of the health insurance industry, the role of disability insurance and recent disability trends. Qualifications: Eligible candidates have successfully completed course work that includes contract analysis and case studies as well as a proctored exam for each course. Awarded by: America's Health Insurance Plans Diversified Advanced Education (DAE See digital audio extraction. ) Description: This program is for people who have held the Certified Professional Insurance Woman/Man designation for at least five years and held continuous membership in the sponsoring organization for at least the preceding five years. Qualifications: Requirements may vary. Among the ways to earn DAE: 25 hours of insurance or continuing education, or professional development courses either as student or teacher; or one class leading to an industry designation either as student or teacher. Awarded by: National Association of Insurance Women (International) Employee Healthcare Benefits Associate (EHBA EHBA Extrahepatic Biliary Atresia ) Description: Students gain an in-depth knowledge of benefit planning options that employers can combine in different ways to meet the needs of their employees. They also learn how a number of trends have changed the environment of health care and related benefits for retirees. Qualifications: Eligible candidates have successfully completed a class and an exam. Awarded by: America's Health Insurance Plans Fellow of the Casualty Actuarial Society (FCAS FCAS Fellow of the Casualty Actuarial Society FCAS Familial Cold Autoinflammatory Syndrome FCAS Frequency Control Ancillary Services (electric power industry) FCAS Foam Core Addicts Society FCAS Fellowship of Christian Athletes and Students ) Description: This designation indicates expertise in strategic, financial and operational risk and the integration of hazard risk with these risks. Qualifications: Eligible candidates have fulfilled the requirements of Associateship (ACAS) and successfully completed nine examinations. Awarded by: Casualty Actuarial Society Fellow of the Conference of Consulting Actuaries (FCA FCA Abbreviation for the Free Carrier ) Description: A candidate for membership as a Fellow must be substantially engaged in a consulting actuarial practice, employed as an actuary of a governmental unit or in work as an Enrolled Actuary or at an insurance company or in teaching actuarial science, and must satisfy any one of three independent criteria. Qualifications: Members are required to satisfy the annual continuing education requirement of 30 credits that may be satisfied with a combination of general and professionalism credits, as long as a minimum of three professionalism credits are included in the total credits. Awarded by: Conference of Consulting Actuaries Fellow, Financial Services Institute (FFSI FFSI Fellow, Financial Services Institute (industry accreditation) FFSI Federation of Film Societies of India ) Description: This designation demonstrates expertise in financial services. Qualifications: Eligible candidates have completed seven core courses and customized, job-specific education through the FFSI's Professional Achievement Credits. Awarded by: LOMA (Life Office Management Association) Fellow, Life Management Institute (FLMI FLMI Fellow, Life Management Institute (life insurance industry accreditation) FLMI Florida Labor Market Information ) Description: This designation requires the completion of a comprehensive business education program for insurance and financial services professionals. Qualifications: Eligible candidates have successfully completed a self-study, 10-course, professional development program and a proctored final exam. Awarded by: LOMA (Life Office Management Association) Fellow, Society of Actuaries (FSA FSA Financial Services Authority FSA Food Standards Agency (UK) FSA Farm Service Agency (USDA) FSA Financial Services Agency (Japan) ) Description: Through completion of the FSA program, the actuary gains expertise in the financial risk of life insurance, health programs, retirement systems, enterprise risk management, finance, or investment specialties, along with a course in ethics/professionalism and business applications. Qualifications: The FSA designation is achieved by completing the ASA requirements plus two examinations and four computer-based modules. Awarded by: Society of Actuaries Fellow, Society of Pension Actuaries (FSPA FSPA Franciscan Sisters of Perpetual Adoration (religious order) FSPA Florida Scholastic Press Association FSPA Florida Swimming Pool Association FSPA Federation of Sports and Play Associations ) Description: This program is for actuaries to certify their professional competence in actuarial and consulting aspects of pensions. Qualifications: Eligible candidates have successfully completed an examination series for actuaries that includes advanced actuarial practice, financial and fiduciary aspects of qualified plans and advanced retirement plan consulting. Awarded by: American Society of Pension Actuaries Financial Services Specialist (FSS FSS Federal Supply Service (US General Services Administration) FSS Flight Service Station FSS Family Self-Sufficiency FSS Fixed Satellite Service FSS Forensic Science Service (Great Britain) ) Description: This designation indicates practical sales skills and introductory-level technical knowledge. Qualifications: Eligible candidates are members of the National Association of Insurance and Financial Advisors who have successfully completed three core courses, three electives and an exam. Awarded by: The American College Health Care Anti-Fraud Associate (HCAFA) Description: This program is for fraud managers and others in related fields to demonstrate they have the skills needed to detect and stop health insurance fraud. Courses include types of health-care fraud and abuse, methods of detection, investigation, prevention of health-care fraud and pertinent legislation. Qualifications: Eligible candidates have successfully completed three courses and an exam. Awarded by: America's Health Insurance Plans Health Insurance Associate (HLA HLA human leukocyte antigens. HLA abbr. human leukocyte antigen HLA (human leuckocyte antigen) ) Description: Students gain knowledge of the marketing, administration and evaluation of various kinds of health insurance as well as the principles, contracts, underwriting and marketing of these coverages. Curriculum also includes cost management, pricing, claims administration, policy issue and renewal, government regulation, and fraud. Qualifications: Eligible candidates successfully complete six courses and an exam. Awarded by: America's Health Insurance Plans Healthcare Customer Service Associate (HCSA HCSA Health Care Spending Account HCSA Hospital Consultants and Specialists Association HCSA Health Care Security Act HCSA High-Cost Serving Area ) Description: This designation indicates problem-solving skills and familiarity with proven strategies for resolving customer service problems as well as the basics of managing, training and hiring customer service staff. Qualifications: Eligible candidates have successfully completed four courses and an exam. Awarded by: America's Health Insurance Plans HIPAA (Health Insurance Portability & Accountability Act of 1996, Public Law 104-191) Also known as the "Kennedy-Kassebaum Act," this U.S. law protects employees' health insurance coverage when they change or lose their jobs (Title I) and provides standards for patient health, Associate (Health Insurance Portability and Accountability Act The Health Insurance Portability and Accountability Act (HIPAA) was enacted by the U.S. Congress in 1996. According to the Centers for Medicare and Medicaid Services (CMS) website, Title I of HIPAA protects health insurance coverage for workers and their families when ) (HIPAAA) Description: Students gain a working knowledge of that part of HIPAA known as the administrative simplification provisions. Curriculum includes HIPAA terminology, overview of the Privacy Rule, patient's and individual's rights, and guidelines on uses and disclosures of protected health information protected health information Health informatics Any individually identifiable health informatlon that is used or circulated by an entity that falls under the governance of HIPAA; the privacy regulations mandate safeguards for protected health information, and the . Qualifications: Eligible candidates have successfully completed two courses and an examination. Awarded by: America's Health Insurance Hans Professional Financial Advisor HIPAA Professional (Health Insurance Portability and Accountability Act) (HIPAAP) Description: Students gain advanced knowledge of the HIPAA Standards for Privacy of Individually Identifiable Health Information in preparation for the role of privacy officer. The curriculum includes documentation; HIPAA terminology and the HHS HHS Department of Health and Human Services. Clarification of the Standards; and an elective to better understand the implications of HIPAA on either home care, medical practice or insurers. Qualifications: Eligible candidate will successfully complete three courses and an examination. Awarded by: America's Health Insurance Plans Insurance Training Professional (ITP ITP - Intent to Package ) Description: This designation recognizes excellence in professional trainers. Requires both training and insurance experience/ knowledge. Qualifications: Eligible candidates must be members of the Society of Insurance Trainers and Educators. Among the qualifications needed: Candidates must show evidence of insurance knowledge through a certificate or designation or insurance/financial services courses of at least 20 hours or a resume outlining a minimum of 10 years of insurance company experience in core competencies; evidence of training or accredited degree in adult education or a closely related field with significant education coursework; or 20 or more semester hours in an undergraduate or graduate education degree program. They must also have a minimum of five years' experience as a trainer/educator. Awarded by: Society of Insurance Trainers and Educators Life Underwriters Training Council Fellow (LUTCF LUTCF Life Underwriter Training Council Fellow (insurance) ) Description: This designation indicates sales training, basic planning concepts, communication skills and knowledge of a wide range of life insurance products and services. Qualifications: Eligible candidates are members of the National Association of Insurance and Financial Advisors who have successfully completed courses valued at 300 credits, an ethics class and an examination. Awarded by: The American College Long-Term Care Professional (LTCP LTCP Long Term Control Plan LTCP Long Term Care Professional (insurance designation) LTCP Long Term Care Insurance Professional LTCP Lobster Trap Certificate Program ) Description: This program provides an understanding of the role of insurance in rising long-term-care needs, methods of Financing long-term care, claims and administration associated with the coverage. Qualifications: Eligible candidates will have successfully completed four courses and an exam. Awarded by: America's Health Insurance Plans Managed Healthcare Professional (MHP MHP Multimedia Home Platform (consumer electronics) MHP Milliyetci Hareket Partisi (Turkish: National People's Party) MHP Mobile Home Park (district) MHP Maximum Human Performance ) Description: Students gain the knowledge and skills necessary to pursue a management position in the health insurance industry, including an understanding of the broad management role and organizational structures, operations and administration of managed care. Qualifications: Six courses. Exam. Awarded by: America's Health Insurance Plans Master Financial Advisor (MFA See multifactor authentication. ) Description: This program is for experienced producers who want to demonstrate they have the knowledge and skills necessary to conduct financial planning. Qualifications: Eligible candidates complete a selection of 300-level courses equaling 30 credits. Awarded by: Limra International Medical Management Associate (MMA (Microcomputer Managers Association, Inc.) A membership organization with chapters throughout the U.S. that was devoted to educating personnel responsible for personal computers. It disbanded in 1996. Mma - A fast Mathematica-like system, in Allegro CL by R. Fateman, 1991. ) Description: This program is intended for health insurance professionals who wish to demonstrate an understanding of the concepts and reasons for medical management and its impact on the insurance industry. It also is intended for educators, providers of health-care services, industry vendors, employees of preferred provider organizations, third-party administrators, and others whose businesses and practices are affected by new developments in health care. Qualifications: Eligible candidates successfully complete six courses and an exam. Awarded by: America's Health Insurance Plans Member, American Academy of Actuaries (MAAA) Description: This designation denotes professionalism and credibility. Most states recognize the MAAA designation as a qualification for signing insurance company annual statements. Qualifications: Eligible candidates must meet education requirements, be a member of an approved actuary society, and have at least three years of full-time actuarial work. Awarded by: American Academy of Actuaries Member, Society of Pension Actuaries (MSPA) Description: This program is for consultants and administrators, actuaries, and other benefit professionals. Qualifications: Eligible applicants have at least three years of responsible actuarial experience, as required for Enrolled Actuary status, and successfully complete three examinations. Awarded by: American Society of Pension Actuaries Private Annuity Trusts Adviser (PATA (Parallel ATA) Refers to the original ATA (IDE) technology that uses a parallel data channel from the controller to the disk drives. After Serial ATA drives became popular, the PATA term was coined to specifically refer to the parallel drives. See IDE and SATA. ) Description: This designation entitles financial advisers to assist their clients with the implementation of National Association of Financial and Estate Planning Private Annuity Trusts. Qualifications: This self-study course culminates with the successful completion of a final exam that is taken either online or by a fax process. Awarded by: Association of Chartered Senior Financial Planners Professional Financial Advisor (PFA PFA Pacific Film Archive PFA Professional Footballers Association PFA Paraformaldehyde PFA Predictive Failure Analysis PFA Perfluoroalkoxy PFA Protection From Abuse PFA Parent-Faculty Association PFA Popular Flying Association ) Description: This program is for producers in their second or third year, providing the competencies required to expand their client base and sales using needs-based selling. Qualifications: Eligible candidates complete select 200-level courses equaling 30 credits. Awarded by: Limra International Professional, Customer Service (PCS (1) (Personal Communications Services) Refers to wireless services that emerged after the U.S. government auctioned commercial licenses in 1994 and 1995. This radio spectrum in the 1. ) Description: This program is for individuals in customer contact positions in the financial services industry, such as call-center staff, customer-service representatives, claim representatives and managers. Qualifications: The self-study program requires the completion of five courses. Awarded by: LOMA (Life Office Management Association) Qualified 401(k) Administrator (QKA QKA Qualified 401(K) Administrator QKA Keuka Lake (one of the Finger Lakes in Upstate New York) ) Description: This program is for retirement plan professionals who work primarily with 401(k) plans. They typically assist employers and consultants with the record keeping, non-discrimination testing and the administrative aspects of 401(k) and related defined-contribution plans. Qualifications: Eligible candidates must have at least two years of pension-related experience and successfully complete an examination series. Awarded by: American Society of Pension Actuaries Qualified Pension Administrator (QPA QPA Quality Point Average QPA Quarry Products Association (UK) QPA Qualified Pension Administrator QPA Quality Practice Award (UK Primary Medical Care Award) QPA Quantity Per Assembly ) Description: This designation recognizes professionals who are qualified to perform the technical and administrative functions of qualified-plan administration. Qualifications: Candidates with at least two years of pension-related experience may apply for this credential after successful completion of the examination series. Awarded by: American Society of Pension Professionals &Actuaries Qualified Plan Financial Consultant (QPFC QPFC Qualified Plan Financial Consultant (ASPPA) ) Description: This program is for financial professionals who specialize in retirement plans, helping them gain knowledge and experience in the investment side of qualified retirement plans. Qualifications: Eligible candidates must have at least three years of investment-related experience or hold certain licenses. Applicants must demonstrate competence in specific areas of qualified retirement plans through completion of the examination series. Awarded by: American Society of Pension Professionals & Actuaries Registered Employee Benefits Consultant (REBC REBC Registered Employee Benefits Consultant REBC Real Estate Business Channel ) Description: The focus is on providing the student with the knowledge necessary to become a professional in the sale and service of employee benefits plans. Individuals develop an understanding of the various types of group benefits and retirement plans. Qualifications: The five required courses can be completed through independent study. Each course concludes with a two-hour exam. Awarded by: The American College Registered Health Underwriter (RHU RHU Registered Health Underwriter RHU Radioisotope Heater Units RHU Restrictive Housing Unit (Prison) RHU Replacement Holding Unit RHU Resid Hydrotreating Unit (refinery) ) Description: This designation is designed for persons involved in the sale and service of disability income and health insurance. The program offers education on medical insurance, disability-income insurance, long-term-care insurance and managed care. Qualifications: The three required courses can be completed through independent study. Each course concludes with a two-hour exam. Awarded by: The American College Registered Professional Liability Underwriter (RPLU RPLU Registered Professional Liability Underwriter ) Description: This program provides a broad, basic understanding of the professional liability disciplines. It covers technical issues from a practical point of view, including underwriting, management of risk, legal issues, claims review and marketing/sales of professional liability insurance. Qualifications: The self-study program includes five parts: General and Umbrella Liability, Reinsurance, Classification and Rating Systems; Professional Liability Overview; Non-Medical Professional Liability; Medical Professional Liability; and Directors and Officers, EPL 1. EPL - Early PL/I. 2. EPL - Experimental Programming Language. 3. EPL - Eden Programming Language. U Washington. Based on Concurrent Euclid and used with the Eden distributed OS. Influenced Emerald and Distributed Smalltalk. and Fiduciary Liability. Each exam consists of all multiple-choice questions. A three-hour block of time is allotted for the exam. Awarded by: Professional Liability Underwriting Society The Professional Liability Underwriting Society (PLUS) was founded in 1986 by industry professionals who recognized the need for a forum for individuals involved in the field of professional liability. RIMS Fellow (RF) Description: The focus is on skills and knowledge needed to identify and manage operational, financial, external, and other risks in organizations. Qualifications: Candidates need a minimum of five years of industry experience. Educational requirements include classes, workshops and online classes. Awarded by: Risk and Insurance Management Society Risk and Insurance Management Society, Inc. (RIMS), founded in 1950, is a membership-based industry trade group, representing nearly 4,000 industrial, service, nonprofit, charitable, and governmental entities and serves more than 10,000 risk management professionals around the |
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