Plan with Progress Tracker

Modified on Wed, 3 Jun at 10:16 AM

The Progress Tracker shows your progress toward completing a designation, including which courses you’ve finished and what’s remaining.

How to Access

  1. Log in at TheInstitutes.org.
  2. Go to My Designations or My Courses & Exams.
  3. Select your program to view the Progress Tracker.

What It Shows

  • Completed courses — Courses you’ve passed
  • In-progress courses — Courses you’re currently enrolled in
  • Remaining courses — What you still need to finish the designation
  • Recommended Completion Path — The suggested order for taking your courses

Tip: The Progress Tracker shows the recommended path of least resistance, but you can take courses in any order. If you want to switch from personal lines to commercial lines courses (or vice versa), just enroll in the course you prefer — no formal change is needed.

Cross-Credits

If you’ve earned another Institutes designation, cross-credits may automatically appear as completed in your Progress Tracker. See Cross-Credits Between Designations for details.

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