CPCU PTC/Program Completers/Exam Passers

How to Access Student Information:

Using a unique PIN number assigned to your chapter, online access to student information is now available.

Requests for information not available on the Web Site should be sent to chaptermail@TheInstitutes.org.

View CPCU PTC List - Login required

View a list of students in your local chapter area who have completed a specific number of CPCU exams.

View The Institutes’ Program Completers - Login required

View a list of students in your local chapter area who have completed a particular program.

View The Institutes’ Exam Passers - Login required

View The Institutes’ Exam Passers in your local chapter area and/or save a delimited file to your desktop for one-time use only.

Conducting a Local Conferment Ceremony

Local Conferment Official Guidelines

Instructions for Conferring Officer

CPCU Professional Commitment

Script for Post-Year Designees

CPD Memo

Web Instructions - CPD Roster

CPD Sample Script

Facsimile Diploma

Optional Script for Regional Conferment Remarks

Of Interest

Regional Sales Executives
Contact the RSE in your area for help in reaching your chapter’s candidate development goals.

Education and I-Day Planning Kit
This new turn-key kit will help you promote insurance education in your chapter.

Publications and Forms

Catalog
Use this as a reference during chapter candidate activities.

Order Form
View a list of all Institutes study materials and their current prices.

Forty Four Proven Strategies Brochure
Here are 44 specific techniques that successful companies have used to encourage the professional development of their employees.

Promote The Institutes’ Programs Electronically
Download electronic versions of The Institutes’ program flyers to use in promoting candidate development activities.

Continuing Professional Development Form
Download this form to apply for CPD credit. Click here,CPD Flyer, for further information.