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CIIM 502: Insurance Asset Fundamentals

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Overview

Understand how to navigate capital constraints, manage risk, and develop investment strategies. By completing this course, you will learn how risk-based capital (RBC) requirements influence investment selections, apply the asset-liability management (ALM) process, and match investment instruments with specific insurance asset management strategies.

4-6 WEEKS
Technical

Skills You’ll Gain

checkmarkLearn the basics of insurance asset management so you can better understand how insurers optimize returns on their investment portfolios while also adhering to regulatory and economic constraints.

checkmarkUnderstand how risk-based capital (RBC) requirements influence real-world investment, selections and resource allocation.

checkmarkUse asset-liability management (ALM) to align an insurer’s liabilities with practical investment strategies.

checkmarkChoose the right investment instruments that best support common insurance asset management strategies.

Ready-Made Career Skills:

  • Investment Selection
  • Investment Strategies
  • Interest Rate Hedging
  • Portfolio Risk Management
  • Asset and Liability Management (ALM)

Assignments

Assignment 1:
The Insurance Asset Management Landscape
40 Minutes
Assignment 2:
Risk-Based Capital (RBC) Requirements
20 Minutes
Assignment 3:
Applying the Asset-Liability Management (ALM) Process
25 Minutes
Assignment 4:
Basic Insurer Investment Instruments
20 Minutes
Assignment 5:
Hedging Strategies
20 Minutes
Assignment 6:
Portfolio Risk Management
20 Minutes
Study Plan

Exam Prep Tools

CIIM 502 comes with proven, comprehensive study materials to help you take The Institutes Designations’ exam with confidence:

  1. 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.
  2. Mobile App: A flexible and convenient way for you to assess your understanding anytime, anywhere.
  3. 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.
  4. 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 502 gives you credit toward the Chartered Insurance Investment Manager™ (CIIM™) designation.
  2. How long does the course take?
    • CIIM 502 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.