CPIA Courses
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CPIA 3 - Sustain Success
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Approved for 7 CE credits. For a list of CE approval by state click here.
Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of Professional Expectations; the Law of Agency; and Legal and Ethical Standards. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
Important information about receiving and maintaining your CPIA Designation
Upon completion of the three-part series Insurance Success Seminars, CPIA designation attendees are notified of their eligibility. Attendees have 3 years to complete the three-part CPIA series upon completion of their first class. Attendees are awarded the designation and will be notified by email from the CPIA Program Office. Diplomas are prepared on a quarterly basis.
The CPIA designation does require an annual update. This update requirement can be satisfied by attending one of the following:
- attend one of the core Insurance Success Seminars, CPIA 1 - Position for Success; CPIA 2 - Implement for Success; CPIA 3 - Sustain Success
- attend one of the Advanced Insurance Success Seminars;
- maintain Ruby, Sapphire, or Diamond level membership in the CPIA Program
100% attendance is required. Registrants must be listening to audio and log onto the visual portion of the PIA webinar session to receive credit. Participants who log in late; leave early; or miss any instruction time will not receive CE credit, or if applicable, plan certification or E&O loss-control credit. Late-comers may choose to remain on the PIA webinar, but they will not receive credit or certification.
Cancellation:
- If more than five business days prior to program: Cancellations/transfers are fully refundable.
- If less than five business days: Cancellations/transfers incur fees of $60 for online CIC programs and $15 for online CISR or CPIA programs.
- No-shows: No refunds or transfers are allowed.