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CPCU 540: Contributing to Insurer Financial Performance

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Overview Skills You’ll Gain Exam Prep Tools FAQs
Overview

Overview

Learn how to apply key accounting concepts and principles in your day-to-day work to make strategic financial decisions and improve your organization’s bottom line. In CPCU 540, you’ll learn how to develop a holistic view of insurer finances, identify key financial measures, interpret insurer financial statements, and more.

6-8 WEEKS
Strategic

Skills You’ll Gain

checkmark Better understand financial statements to gauge an insurer’s financial health and assess its strengths and vulnerabilities

checkmark Use ratios and monetary calculations to determine the financial impact of potential strategies

checkmark Learn fundamental investment strategies to contribute to an insurer’s profitability

checkmark Identify and implement key financial metrics to better evaluate an organization’s financial health and stability

Ready-Made Career Skills:

  • Insurance Accounting
  • Statutory Accounting Principles (SAP)
  • Investment Strategies
  • Financial Statements
  • Financial Metrics
  • Generally Accepted Accounting Principles (GAAP)

Assignments

Assignment 1:
Developing a Holistic View of Insurer Finances
40 Minutes
Assignment 2:
Identifying Key Financial Measures
30 Minutes
Assignment 3:
Interpreting Insurer Financial Statements
40 Minutes
Assignment 4:
Analyzing Key Ratio Results
35 Minutes
Assignment 5:
Assessing Investment Opportunities
35 Minutes
Assignment 6:
Strategically Managing Capital
30 Minutes
Study Plan

Exam Prep Tools

CPCU 540 comes with proven, comprehensive study materials to help you take The Institutes Designations' exam with confidence:

  1. Online Course and Printed Course Book: Learn in the format that works best for you, depending on the course package you choose.
  2. 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.
  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.
  5. Discussion Boards: Understand how concepts you're learning apply to real-life, professional experiences by connecting, gaining tips, and sharing best practices with other individuals in your field.
  6. Flashcards: Test yourself on key terms with printable flashcards to help you fit studying into your busy schedule.

Try CPCU 540 For Free!

Sample CPCU 540 in just 30-60 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! CPCU 540 gives you credit toward the CPCU, Associate in Fidelity and Surety Bonding (AFSB), Associate in Insurance Accounting and Finance (AIAF), and the Associate in Premium Auditing (APA) designations.
  2. How long does the course take? CPCU 540 typically takes students 6-8 weeks to complete.
  3. How is The Institutes Designations' exam structured? You will have 65 minutes to complete 50 questions, and your exam will be virtually proctored. Visit the Virtual Exam Proctoring page to learn how it works, common FAQs, technical requirements, and more. 
  4. What’s included in my course materials? The recommended course package includes the online course, a printed course book, a printable study outline, as well as assignment quizzes, QuizMe app, practice exams, a simulated credentialing exam, flashcards, and discussion boards. The online only package contains all of the same study tools except the printed course book.
  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.