Course offered by
The Institutes Knowledge Group
CIIM 502: Insurance Asset Fundamentals
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.
Skills You’ll Gain
Learn 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.
Understand how risk-based capital (RBC) requirements influence real-world investment, selections and resource allocation.
Use asset-liability management (ALM) to align an insurer’s liabilities with practical investment strategies.
Choose 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
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.
Try CIIM for Free!
CIIM Sample Course
- Topics
-
- Fixed-Income Securities
- Equities
- Mortgage Loans and Real Estate
- Cash and Cash Equivalents
- Private Equity
- Basic Insurer Investment Instruments: Putting it All Together
- What You Learned: Basic Insurer Investment Instruments
- Average Completion Time
- 30-45 Minutes
FAQs
- Does this course give me credit toward The Institutes Designations?
- Yes! CIIM 502 gives you credit toward the Chartered Insurance Investment Manager™ (CIIM™) designation.
- How long does the course take?
- CIIM 502 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.