The Institutes
The Institutes is a not-for-profit educational organization founded in 1909 that educates, elevates, and connects risk management and insurance professionals globally through 30+ professional designations, 20+ affiliate brands, conferences, and research, serving 1.1-1.3 million professionals annually.
- Company typePrivate
- Founded1909
- HeadquartersMalvern, United States
- Headcount—
- GTM typeB2B
- OfferingServices
What The Institutes does
The Institutes is a not-for-profit educational organization founded in 1909, headquartered in Malvern, Pennsylvania, that educates, elevates, and connects professionals in risk management and insurance globally. The organization operates through a platform-plus-affiliates architecture: The Institutes Knowledge Group is the core education and credentialing division, surrounded by 20+ wholly-owned affiliates spanning professional societies (CPCU Society), claims organizations (CLM, Claims Pages), research institutes (Insurance Information Institute/Triple-I, Insurance Research Council), publications (Risk & Insurance, Insurance Thought Leadership), conferences (National Workers Comp, ErgoExpo, Pacific Insurance Conference), specialized communities (Black Insurance Industry Collective, Catastrophe Resiliency Council, Young Risk Professionals, International Insurance Society), insurance accounting (IASA), and insurance investment (InsuranceAUM.com).
The Institutes' technology footprint includes RiskStream Collaborative, the insurance industry's largest enterprise-level blockchain consortium, whose RapidX application for first-notice-of-loss data exchange is available as a Ready for Guidewire validated accelerator in the Guidewire Marketplace. The organization also operates the CEU.com continuing education platform and distributes content through a six-podcast network, a six-newsletter network, and the Risk & Insurance media brand. It holds 30+ registered professional designation trademarks (CPCU, AIAI, ARM, AFSB, AIDA, AINS, AMIM, ANFI, APA, CPPA, PRC, SPPA, WCCP, Associate in Insurance Data Analytics) under The Institutes Designations, LLC.
Revenue is generated across multiple streams: subscription/recurring revenue from designation courses and exam fees, CEU.com continuing education enrollments, and CPCU Society tiered membership dues (priced globally using World Bank economic classifications); transactional revenue from 300+ annual events, conferences, webinars, and podcasts; and professional services revenue from multi-year corporate partnerships (e.g., HUB International Limited as primary education partner) and sponsorships. Distribution combines self-serve online learning (CEU.com, TheInstitutes.org), enterprise direct sales, event-based sponsorship sales, and channel partnerships with carriers and broker associations. The organization serves 1.1-1.3 million professionals annually, hosts 300+ events each year, and is cited in media 22,000+ times per year for thought leadership.
The Institutes firmographics
Firmographics- Name
- The Institutes
- Legal name
- The Institutes
- Website
- https://global.theinstitutes.org
- Company type
- Private
- Founded year
- 1909
- Operating status
- Operating
- Short description
- The Institutes is a not-for-profit educational organization founded in 1909 that educates, elevates, and connects risk management and insurance professionals globally through 30+ professional designations, 20+ affiliate brands, conferences, and research, serving 1.1-1.3 million professionals annually.
- Ownership category
- akta.pro rank
The Institutes industry classification
Industry- Product category
- Insurance Education and Risk Management Training
- NAICS
- Professional Organizations (81392)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Accreditation Standards, Benchmarking & Framework Organizations (EDADACAJ)
- akta.pro secondary industries
- Online/Distance Education Quality & Accreditation Bodies (EDADACAK), Human Resources, Organizational Behavior & Leadership Institutes (EDAHAHAG)
Keywords
Where The Institutes is headquartered
LocationHeadquarters
- HQ city
- Malvern
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
The Institutes business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Professional Education and Designations: Revenue generated from professional designation programs (CPCU, ARM, AIAI, ACRR, and 30+ other designations), certification courses, exam fees, and study materials for risk management and insurance professionals.
- Events and Conferences: Registration fees and sponsorship revenue from hosting over 300 annual events including conferences, webinars, and professional networking gatherings.
- Continuing Education Credits (CEU): CEU.com platform provides continuing education courses for various insurance professional credentials, generating revenue through course enrollments.
- Membership Dues: CPCU Society and other affiliate memberships provide recurring revenue stream with tiered rates based on economic classification of countries.
- Corporate Partnerships and Sponsorships: Partnerships with organizations like HUB International, InsuranceAUM.com, and various industry associations for education and sponsorship opportunities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | Individual Professional Designations and Courses |
| Subscription | Annual | CPCU Society Membership |
| Other | Multi-year contract | Corporate/Education Partner Programs |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels8 records
The Institutes product offering
Product offeringCore offering
The Institutes is a not-for-profit educational organization that delivers professional designations, certificates, continuing education, conferences, research, and thought leadership for the risk management and insurance industry. Through its ecosystem of more than 20 affiliate brands and an online learning platform, the organization issues credentials such as CPCU, ARM, AIAI, and ACRR, hosts 300+ annual events, and operates insurance-industry research and blockchain consortia including RiskStream Collaborative.
Product overview
The Institutes is a not-for-profit educational organization comprised of diverse affiliates that educate, elevate, and connect people in risk management and insurance. The organization operates as a platform-plus-modules architecture, centered on The Institutes Knowledge Group as the core education division, supplemented by approximately 20+ affiliated brands and sub-brands spanning publications (Risk & Insurance, Insurance Thought Leadership), research organizations (Triple-I, Insurance Research Council), professional societies (CPCU Society), blockchain technology consortia (RiskStream Collaborative with RAPID X), conferences and events (CLM, National Comp, ErgoExpo, In2Leadership, In2Risk), professional designations (CPCU, AIAI, ARM, ACRR, CIIM, PRC, PEBC, PBP), content platforms (Newsletter Network, Podcast Network), and various specialized organizations addressing different segments and needs within the risk management and insurance ecosystem.
Differentiator
Problem solved
Functional benefit
Products and services
- The Institutes Podcast Network Network of podcasts including Predict & Prevent, The Voices of Risk Management, In the Know (CPCU Society), Catastrophe Resiliency Council Podcast, All Eyes on Economics (Triple-I), and InsuranceAUM.com Podcast.
- Professional Designations and Certificates Portfolio of 30+ professional credentials for risk management and insurance professionals, including CPCU (Chartered Property Casualty Underwriter), ARM (Associate in Risk Management), AIAI (Associate in Insurance AI), ACRR (Associate in Catastrophe Risk and Resiliency), CIIM (Chartered Insurance Investment Manager), PRC (Professional Risk Consultant), PEBC (Professional Employee Benefits Consultant), and PBP (Program Business Professional), designed for career advancement in risk management and insurance.
- CEU.com Continuing Education Platform Online continuing education platform offering CPE credits and professional development courses for insurance and risk management professionals to maintain licenses and credentials.
- CPCU Society Membership Professional society for Chartered Property Casualty Underwriter (CPCU) designees providing networking, facilitated study groups, conferences, and member resources with tiered membership rates based on World Bank economic classification.
- RAPID X Blockchain Claims Data Exchange Blockchain-based auto claims data exchange solution from RiskStream Collaborative enabling faster and more accurate First Notice of Loss information exchange between insurers, available as a Ready for Guidewire validated accelerator in Guidewire Marketplace.
- The Institutes Newsletter Network Digital content platform delivering expert insights and trending news across six specialty newsletters: Predict & Prevent (weekly), The Risk Brief (daily), WorkersComp Forum (twice weekly), The Broker Brief (weekly), AI & RMI Weekly, and The BPO Edge (monthly).
- InsuranceAUM.com Platform Digital platform providing insights, education, and networking opportunities for insurance asset management professionals, including the Insurers' Private Credit Forum and the Chartered Insurance Investment Manager (CIIM) designation.
- Annual Conferences and Events Portfolio of 300+ annual events including In2Risk, In2Leadership (with University of Georgia Terry College of Business), CLM Annual Conference, Global Insurance Forum (International Insurance Society), Insurance Investment Executives' Annual Meeting, National Workers Compensation and Disability Conference, National Ergonomics Conference & ErgoExpo, and Pacific Insurance Conference.
Quantifiable outcome
- Serve 1.1-1.3 million professionals annually
- +3 more outcomes
Companies that use The Institutes
Customer profileNamed customers7 records
Segments7 records
Ideal customer profiles3 records
The Institutes technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature4 records
The Institutes partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core, major and minor.
- Young Risk Professionals (YRP)coreThe Institutes affiliated with YRP, the premier community for young professionals in risk management and insurance. The affiliation provides YRP support enabling volunteer leaders to focus on building the YRP community and supports The Institutes' mission.
- InsuranceAUM.comcoreThe Institutes acquired InsuranceAUM.com in 2025 to add insurance investment expertise and resources. The platform provides insights, education and networking opportunities within insurance investment. This partnership launched the Chartered Insurance Investment Manager (CIIM) designation, the first professional credential designed specifically for insurance asset management.
- BluePond.AIcoreThe Institutes RiskStream Collaborative and BluePond.AI entered a strategic partnership to address the broken flow of risk data between agents, carriers, and reinsurers. The partnership aims to modernize risk data exchange across the P&C insurance sector using AI-powered solutions.
- RISE (Rising Insurance Star Executives)coreThe Institutes Knowledge Group and RISE announced a strategic partnership to support early-career professionals across the risk management and insurance landscape. The collaboration educates emerging talent by providing guidance and learning experiences developed to help build critical risk management, insurance and technical skills.
- The Council of Insurance Agents & BrokerscoreCollaboration on early-career employee benefits designation (PEBC) and re-launch of Professional Risk Consultant (PRC) designation. Marked a significant expansion of the longstanding partnership between The Institutes and The Council.
- Target Markets Program Administrators Association (TMPAA)coreTMPAA and The Institutes Knowledge Group unveiled the Program Business Professional (PBP) designation, an innovative designation for program business.
- Insurance Accounting and Systems Association (IASA)coreIASA affiliated with The Institutes to expand The Institutes' ability to educate, elevate and connect those interested in risk management and insurance, with a specific focus on insurance accounting and finance.
- University of Georgia Terry College of Business Executive EducationmajorCPCU Society launched In2Leadership program in collaboration with University of Georgia Terry College of Business Executive Education for premier leadership development for insurance professionals.
- HBCU Impact (IMPACT Initiative)majorTriple-I and HBCU Impact partnered on a career-building campaign aimed at recruiting students at historically Black colleges and universities to the insurance industry.
- MyPathminorMyPath is listed as an affiliate brand of The Institutes, focused on insurance career pathways.
- Beyond InsurancecoreBeyond Insurance partnered with The Institutes Agent & Broker Group to create a unique, guided learning path tool for Beyond Insurance Global Network (BIGN) members. Facilitates continued education, training, development, and talent retention.
- HUB International LimitedcoreHUB International Limited selected The Institutes Agent & Broker Group as its primary partner for continuing education, development, and learning resources. Strategic partnership provides HUB employees with full access to unsurpassed knowledge and CE opportunities.
- GuidewirecoreGuidewire and RiskStream Collaborative announced RiskStream's Ready for Guidewire validated accelerator for ClaimCenter is available in Guidewire Marketplace. Users can use RiskStream's Rapid X blockchain application to exchange loss information with other insurers.
- Insurance Information Institute (Triple-I)coreThe Institutes finalized affiliation with Triple-I on November 16, 2020. Triple-I is a trusted source of unique, data-driven research and insights on insurance. Both are not-for-profit entities committed to benefiting society.
Scale indicators6 records
Recent moves14 records
Expansion highlights6 records
The Institutes competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
The Institutes social profiles
Digital presenceThe Institutes financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Institutes leadership team
Management profileNumber of profiles
Profiles7 records
The Institutes subsidiaries and ownership
Company hierarchySubsidiaries22 records
The Institutes funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Institutes M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Institutes
What does The Institutes do?
The Institutes is a not-for-profit educational organization that delivers professional designations, certificates, continuing education, conferences, research, and thought leadership for the risk management and insurance industry. Through its ecosystem of more than 20 affiliate brands and an online learning platform, the organization issues credentials such as CPCU, ARM, AIAI, and ACRR, hosts 300+ annual events, and operates insurance-industry research and blockchain consortia including RiskStream Collaborative.
Is The Institutes a public or private company?
The Institutes is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was The Institutes founded?
The Institutes was founded in 1909.
Where is The Institutes based?
The Institutes is headquartered in Malvern, United States, in the North America region.
How does The Institutes make money?
Five revenue lines are on record. Professional Education and Designations are the primary driver. The others are events and Conferences, continuing Education Credits (CEU), membership Dues and corporate Partnerships and Sponsorships.
Does The Institutes have an API?
No public API is recorded for The Institutes.
What industry is The Institutes in?
The Institutes's product category is Insurance Education and Risk Management Training. Its primary akta.pro industry code is EDADACAJ, Accreditation Standards, Benchmarking & Framework Organizations, with a secondary code of EDADACAK, Online/Distance Education Quality & Accreditation Bodies. Its NAICS code is 81392 and its SIC code is 8600.