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Complete 3 Courses

No Testing

Webinar Course Format

Earn your CPIA

Tuesday 9/28/2021: CPIA 1 - Position for Success Webinar

Wednesday, 10/6/2021: CPIA 2 - Implement for Success Webinar

Wednesday, 10/13/2021: CPIA 3 - Sustain Success Webinar

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In order to earn your CPIA designation, you must complete CPIA 1, CPIA 2, and CPIA 3 within three years from the date of the first course.


Courses may be taken in any order.


CPIA 1 - Position for Success 


Course objectives: During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed. 

CPIA 2 - Implement for Success


During this session participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery proven solutions.

CPIA 3 - Sustain Success


This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling E&O including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of the Professional Expectations; the Law of Agency; and Legal and Ethical Standards.



Additional CPIA Courses

*For those interested in earning CE or a CPIA update.

*These courses do not count towards earning a CPIA designation.


Thursday 10/28/2021: CPIA Disaster Planning & Business Continuity Planning - IN PERSON

Wednesday, 12/15/2021: CPIA Insurance Implications of Cyber Security Webinar

CPIA - Disaster Planning & Business Continuity Planning


Focus on factors effecting disaster and business continuity planning:


  • Types of disasters,
  • Key planning elements,
  • Disaster team makeup,
  • Insurance considerations and funding challenges.


Use case studies and exercises to practice concepts and techniques.


CPIA - Insurance Implications of Cyber Security


During this program, participants are encouraged to focus on the insurance implications of cyber security lessons. Cyber-attacks can take many forms and effect companies in different ways. This program will examine many cyber-attacks method and discuss the insurance implications. Having the proper insurance coverages in place can make the difference in a company recovering or going out of business. Cyber insurance being a relatively new insurance coverage not all policies are created equal. Understanding cyber security risks and providing the proper insurance coverage is critical for businesses.

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