Financial Advisor Designations

Designation: AAI
Designation Full Title: Accredited Adviser in Insurance
Definition: With in-depth insurance product knowledge and a strong focus on customer service skills, AAI is the premier designation for all agency professionals. 

Issuing Organization: The Institutes
Is the designation still offered: Currently offered & recognized by the issuing organization
Is the designation still supported: 
What are the prerequisites? None
What are the requirements to obtain the designation? 3 Courses (5-7 weeks each) + Ethics Requirement
What type of examination is required to complete the designation process? Exam for each course – no final exam
Is there any ongoing continuing education or other requirements to maintain the designation? None
Where can you check if someone has the designation and if it’s current? No
Does the designation have a complaint process and if so, where can it be found? None
Is there a published list of disciplined designees and if so, where can it be viewed? No
Who is the accreditation through? No other party
Recommended for: Agents, Brokers, Agency Principals, Producers, Account Managers, Customer Service Representatives
Code of Ethics or Ethics Course? Ethical guidelines for insurance professionals 311CE
Length of Time For Completion: 9-15 months intermediate and advanced