CPCU 540 Finance and Accounting for Insurance Professionals 
Registration is closed, please email IPEx [1] if you would like to be added to the waitlist for this program.
It is designed to:
- Increase effectiveness by interpreting and analyzing financial statements of insurers and non-insurers;
- Improve underwriting and claim decisions by applying cash-flow valuation methods;
- Broaden industry knowledge by learning how insurers manage their financial assets and capital;
- Support organizational change by learning the significance of major developments in financial reporting and regulatory capital.
What to Expect:
- Course Level: Intermediate
- This is a 12 week program
- Next scheduled session: TBA
Course Topics:
- Introduction to Corporate Finance and Accounting
- GAAP Financial Statements
- GAAP Financial Statement Analysis
- Insurer Statutory Accounting
- Insurer Statutory Statement Analysis
- Cash Flow Valuation
- Bonds and Stocks
- Insurer Investment Portfolio Management
- Insurer Capital: Needs and Sources
- Capital Management
- Mergers and Acquisitions
- The Underwriting Cycle
INVESTMENT: $645 total
- The instruction investment for this program is $475 per person.
- Recommended Text and Course Guide with access to Online Practice Exams will be provided at cost of $170.
The course fee does not include the exam fee for AICPCU scheduled online exam-students schedule this separately from the course at: http://www.aicpcu.org/register/examinfo.htm [2]
TO REGISTER: Contact IPEx at 616.233.2581, email [1] us, or complete the registration form below.
