CPCU 540 – Finance and Accounting for Insurance


CPCU 540 FINANCE AND ACCOUNTING FOR INSURANCE


PROPERTY & CASUALTY

Learn the essentials of finance and accounting in the insurance business. Increase your effectiveness by interpreting and analyzing financial statements of insurers and non-insurers. Improve underwriting and claim decisions by applying cash-flow valuation methods. Broaden your industry knowledge by learning how insurers manage their financial assets and capital. Support organizational change by learning the significance of major developments in financial reporting and regulatory capital.

Key Takeaways:

  • Understanding corporate finance and accounting principles
  • Understanding GAAP financial statements and analysis; insurer statutory accounting and insurer statutory annual statement analysis; cash flow valuation, bonds and stocks; insurer investment portfolio management, capital management; and mergers and acquisition
  • Comprehending the underwriting cycle

Who should attend:

  • Agents and Brokers
  • Agency principals
  • Claims representatives
  • Line of business managers and executives
  • Insurance litigators
  • Risk managers
  • Underwriters

CLASSROOM COURSE

Instructors

Dee Pearson

Course Type

Semester Course

Dates & Times

9/20/2017 – 12/13/2017
Wednesdays, 5:30 – 8:00pm

(12 weeks–No class 11/22)

Location

SAN FRANCISCO
Alliant Insurance
100 Pine Street, 6th Floor

+ Google Map

CPCU 540 SF Pearson

Price

$549.00

Instructors

Tessa Lucero

Course Type

Semester Course

Dates & Times

10/11/2017 – 1/10/2018
Wednesdays, 5:30 – 8:00pm

(12 weeks/No class 11/22)

Location

WOODLAND HILLS
Farmers Insurance
6301 Owensmouth Ave

+ Google Map

CPCU 540 SF Pearson

Price

$549.00