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.
Skills You’ll Gain
Learn how to use core fixed-income strategies—like core bond, liability-driven, structured products, and more—to effectively manage assets.
Build hands-on skills in managing insurance portfolios through duration control, cash-flow matching, and derivative strategies.
Understand the pros and cons of different yield curve strategies used in insurance asset management.
Make 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
Exam Prep Tools
This course comes with proven, comprehensive study materials to help you take The Institutes Designations' exam with confidence:
- Interactive Online Course: Learn at your own pace through a structured learning experience and modules featuring animations, video, question/answer scenarios, and more.
- Mobile App: A flexible and convenient way for you to assess your understanding anytime, anywhere.
- Practice Questions: Test your understanding throughout the course with knowledge checks and exam practice questions designed to reinforce key concepts, identify areas for review, and help you prepare with confidence.
- Simulated Exam: Strengthen your readiness using a timed exam that mirrors the structure and difficulty of the actual exam. Students who complete the simulated exam pass at higher rates than those who don't.
- Study Outlines: Reinforce your learning with study outlines designed to help you take notes and review the material as you progress through the course, with the option to print.
- Resources: Take advantage of optional learning resources to reinforce your understanding and support your personal study routine.
FAQs
- Does this course give me credit toward The Institutes Designations?
- Yes! CIIM 503 gives you credit toward the Chartered Insurance Investment Manager™ (CIIM™) designation.
- How long does the course take?
- CIIM 503 typically takes students 4-6 weeks to complete.
- How is The Institutes Designations' exam structured?
- Virtual exams are timed. You will have 65 minutes to complete 50 questions.
- 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
- 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.
*Exam windows that close on a weekend will be extended to the following business day.