CPCU 540—Finance for Risk Management and Insurance Professionals
Bottom-Line Benefits
- Improve efficiency by understanding how the functional areas of
finance and accounting apply to risk management and insurance - Increase effectiveness by developing financial analysis skills
- Enhance value to employer by understanding investment strategies
as well as mergers and acquisitions
Level: Intermediate
CPCU 540 Topics:
- Basics of Corporate Finance
- Financial Statements
- Sources of Additional Financial and Nonfinancial Information
- Financial Statement Analysis
- Working Capital Management
- Time Value of Money
- Discounted Cash Flow Valuation
- Bonds and Stocks
- Operating Environment and Corporate Finance
- Insurer Investment Strategies
- Insurer Income and Dividend Policy
- Insurer Capital: Needs and Sources
- Capital Structure of Insurers
- Making Capital Investment Decisions
- Mergers and Acquisitions
Sample Course Materials
Promotional Materials
Additional Course Resources
- Learn about instructor-led CPCU courses
- Find a public CPCU class
- Learn about SMART Study Aids
- View CPCU waiver information
- Institute Academic Credit Request Form
- Learn more about the CPCU program changes
Additional Knowledge Solutions
E-mail: customerservice@cpcuiia.org
Phone: (800) 644-2101
Fax: (610) 640-9576
Mail: AICPCU/IIA720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.
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