CPCU 540—Finance and Accounting for Insurance Professionals

Bottom-Line Benefits

• Increase your effectiveness by interpreting and analyzing financial
  statements of insurers and noninsurers
• Improve underwriting and claim decisions by applying cash-flow
  valuation methods
• Broaden your 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

Level: Intermediate

CPCU 540 Topics:

• Introduction to corporate finance and accounting
• GAAP financial statements
• GAPP financial statement analysis
• Insurer statutory accounting
• Insurer statutory annual 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

Sample Course Materials

• View a PDF of all CPCU 540 assignments (current edition, not revised for 2011)
• View a PDF of a CPCU 540 chapter excerpt (current edition, not revised for 2011)

Promotional Materials

• View the CPCU program flyer

Additional Course Resources

• Personalized Interactive Calendar
• Charting Your Success 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

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