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CIIM 503: Applying Insurance Asset Management Strategies

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Overview

Build your insurance asset management skills to confidently guide portfolio-wide strategies. By completing this course, you will explore the insurance asset management landscape, learn a variety of asset management strategies, understand the impact of credit markets, and position yourself to use the best approach for effective asset management decisions.

4-6 WEEKS
Technical

Skills You’ll Gain

checkmarkLearn how to use core fixed-income strategies—like core bond, liability-driven, structured products, and more—to effectively manage assets.

checkmarkBuild hands-on skills in managing insurance portfolios through duration control, cash-flow matching, and derivative strategies.

checkmarkUnderstand the pros and cons of different yield curve strategies used in insurance asset management.

checkmarkMake more informed decisions with new knowledge on how rising rates, distressed assets, and credit rating agencies affect insurance asset management.

Ready-Made Career Skills:

  • Investment Portfolios
  • Investment Strategies
  • Fixed Income Strategies
  • Strategic Asset Management
  • Credit Portfolio Management

Assignments

Assignment 1:
Applying Core Fixed-Income Strategies
25 Minutes
Assignment 2:
Applying Duration Management Strategies
15 Minutes
Assignment 3:
Applying Yield Curve Strategies
10 Minutes
Assignment 4:
Credit Markets for Insurers
20 Minutes
Assignment 5:
Insurance Asset Management Case Studies
20 Minutes
Study Plan

Exam Prep Tools

CIIM 503 comes with proven, comprehensive study materials to help you take The Institutes Designations’ exam with confidence:

  • Printable Study Outline: Perfect for taking notes, the printable study outline has key points for each assignment and review questions (and answers!) to help you test your knowledge as you move through the course.
  • Mobile App: A flexible and convenient way for you to assess your understanding anytime, anywhere.
  • Practice Quizzes: Quickly see where your knowledge gaps are with online practice quizzes for each assignment and for the full course. Plus, you can take them as many times as you want.
  • Simulated Exam: Designed to give you the full experience of your final exam, the simulated exam is a timed exam that you can take only once. It mimics the exam structure and level of questions you’ll find on the actual exam. Students who take their Institutes simulated exam pass their exams at higher rates than students who don’t.

Try CIIM for Free!

Sample the new CIIM in just 30-45 minutes to make sure it’s the right fit for you. 

FAQ

FAQs

  1. Does this course give me credit toward The Institutes Designations?
    • Yes! CIIM 503 gives you credit toward the Chartered Insurance Investment Manager™ (CIIM™) designation.
  2. How long does the course take?
    • CIIM 503 typically takes students 4-6 weeks to complete.
  3. How is The Institutes Designations' exam structured?
    • Virtual exams are timed. You will have 65 minutes to complete 50 questions.
  4. What’s included in my course materials?
    • Course materials include the online course, printable study outline, interactive practice questions, mobile app, and the simulated credentialing exam.
  5. How do testing windows work?
    • We offer The Institutes Designations' exams in 4 testing windows throughout the year.* You can complete your exam at any time in the testing window that you registered for. Access your exam from your account when the window opens and complete any time until 11:59 p.m. ET on the final day of the window.
      • Quarter 1: January 15 – March 15
      • Quarter 2: April 15 – June 15
      • Quarter 3: July 15 – September 15
      • Quarter 4: October 15 – December 15

*Exam windows that close on a weekend will be extended to the following business day.