CPCU 540 – Finance and Accounting for Insurance



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

Sorry, this course us not currently available for enrollment. On-demand courses are available for your convenience at The Institutes