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CPCU 520: Meeting Challenges Across Insurance Operations

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Overview

Overview

Build the foundation you need to understand the business of insurance, so you can better collaborate and prepare for real-world scenarios to improve your operational effectiveness. After completing CPCU 520, you'll be able to confidently lead teams, solve strategic business challenges, and gain a deeper understanding of how insurer departments collaborate and support each other across the insurance value chain.

6-8 WEEKS
Leadership

Skills You’ll Gain

checkmark Lead teams confidently with a solid understanding of how insurer departments connect with one another

checkmark Solve strategic business challenges with a comprehensive view of the insurance landscape

checkmark Build your insurer strategic management skills to make yourself a vital part of your organization’s future

checkmark Master the details of insurance marketing and distribution systems to empower underwriters and producers

Ready-Made Career Skills:

  • Strategic Leadership
  • Cross-Organization Collaboration
  • Underwriting
  • Claims Resolution
  • Insurance Marketing
  • Reinsurance
  • Risk Control
  • Insurance Operations

Assignments

Assignment 1:
Maximizing the Insurance Value Chain
50 Minutes
Assignment 2:
How Claims Fulfills the Insurer’s Promise
35 Minutes
Assignment 3:
Leveraging Commercial Underwriting Strategy
45 Minutes
Assignment 4:
Adding Value Through Personal Lines Underwriting
35 Minutes
Assignment 5:
Seizing Competitive Edge Through Marketing
35 Minutes
Assignment 6:
Expanding Capacity with Reinsurance
35 Minutes
Assignment 7:
The Actuary’s Role in Ratemaking
35 Minutes
Study Plan

Exam Prep Tools

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

  • Online Course and Printed Course Book: Learn in the format that works best for you, depending on the course package you choose.
  • AI Learning Support: Get help when you need it with an AI-powered tool built directly into your course. Ask questions, get explanations, and stay focused as you work through core topics. 
  • Mobile App with Audio: A flexible and convenient way to assess your understanding anytime, anywhere, and includes audio versions of your course material.
  • 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 CPCU 520 For Free!

Sample CPCU 520 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 520 gives you credit toward the CPCU, Associate in Data Analytics (AIDA), Associate in Insurance Accounting and Finance (AIAF), Associate in Marine Insurance Management (AMIM), Associate in Premium Auditing (APA), Associate in Regulation and Compliance (ARC), Associate in Management (AIM), Associate in Reinsurance (ARe) designations, and Program Business Professional™ (PBP™).  See the full list of designations that CPCU courses can give you credit toward.
  2. How long does the course take? CPCU 520 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. 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.