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

• View a PDF of all CPCU 540 chapters
• View a PDF of a CPCU 540 chapter excerpt

Promotional Materials

• View the CPCU program flyer

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

• See all the Institutes’ offerings
• View the Institutes’ full catalog

E-mail: customerservice@cpcuiia.org

Phone: (800) 644-2101

Fax: (610) 640-9576

Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.