Candidate Recruitment and Development

Recruiting new students into the CPCU program and providing support for their success is critical to the growth of the CPCU Society and your chapter! This section of the website provides resources to help you establish and maintain a successful Candidate Development program.

• Candidate Development Committee Job Description
  All chapters should have an active Candidate Recruitment and Development Committee. This committee job description provides a list of typical Candidate Development committee roles and responsibilities.

• Candidate Recruitment: "Each One Reach One" Challenge to all Members
  Why did you begin the CPCU program? If you are like most, someone reached out and suggested it to you. Someone took an interest in your career success, described all the advantages earning a professional designation can bring, motivated you to make the commitment, and maybe even helped you get started. You have probably been grateful for that person's interest in you ever since! Now it's your turn! Through the “Each One Reach One” campaign, the Society is challenging all members to identify at least one person to begin the CPCU program and work with that person to give him or her a good strong start! Tell your friends and colleagues what the “CPCU Experience” has meant to your career success and encourage them to earn the CPCU designation. When your new student has taken his/her first exam, please submit this form so that you, your chapter and the student can be recognized.

• “The CPCU Experience” (video)
  This six-minute video is a fast-paced compilation of testimonials from Society members filmed on the Malvern campus. They relate what the CPCU Experience has meant to them through various stages in the CPCU life cycle: student, new designee, active member and mentor of new candidates. Chapters are encouraged to show this video at chapter meetings, company visits, local conferments, college career fairs and other events. To order a DVD, contact Pat Coleman, CPCU. Please document all showings by completing and returning the Tracking Form.

• Sample New Student Contact Letter
  It is important to establish an early and supportive relationship with CPCU students in your area. Use the wording in this letter to contact new CPCU students with a letter or an email message. You can access new student names on The Institutes’ student database. Add chapter details and personalize the language so it has your chapter “feel” and mentions things you would like students to know about the support you can provide to them. This is an excellent letter to use to offer a mentor to new students.
  
• Model Speech: “Why Become a CPCU”
  This motivational speech contains many persuasive reasons why someone should pursue the CPCU designation. Use this speech in its entirety or adapt it to your audience. You can also use the points made in the speech in more informal outreach activities or communications.
  

• Survey Results:  Financial Benefits CPCUs Receive From Earning the Designation
  Earning CPCU has increased incomes, opportunity for advancement, job security and job satisfaction according to recent research by The Institutes. Use the data in this survey report in your candidate recruitment and retention efforts.
  

• Candidate Retention: Candidate Mentoring Guide
  This handy guide provides: steps for implementing a candidate mentoring program; the suggested duties of a mentor; a candidate mentoring contact calendar; suggestions based on chapter size; sample letter to recruit mentors; and sample letter of introduction from mentor to student.

•  The Institutes Chapter Services
  This is a link to The Institutes website. The Institutes provide chapters with many resources including access to the student database. Use this database to secure the names and contact information for CPCU students, their parts to credit, CPCU/IIA program completers, and CPCU/IIA exam passers. (Chapters who need a PIN number assigned should contact Dotty Platt.) Other information available from The Institutes website are Institute publications, catalogs, order forms, Conferment Ceremony materials, I-Day planning kits and more.

• Gamma Iota Sigma
  Gamma Iota Sigma is the official college fraternity for insurance, risk management and actuarial science majors. Do you have a Gamma Iota Sigma Chapter in your area? CPCU Society chapters are encouraged to establish a close relationship with Gamma Iota Sigma students and invite them to chapter activities.

• CPCU Society Candidate Membership
  Students who have completed four or more parts of the CPCU program are eligible to join the CPCU Society and your chapter at 50 percent dues. Students who join the Society when they are candidates are highly likely to complete the CPCU program and be active members of your chapter.