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CPCU 540 – Finance and Accounting for Insurance Professionals

Bottom-Line Benefits:

  • Increase your effectiveness by interpreting and analyzing financial
    statements of insurers and noninsurers
  • 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

Topics Covered:

  • Introduction to corporate finance and accounting
  • GAAP financial statements
  • GAPP financial statement analysis
  • Insurer statutory accounting
  • Insurer statutory annual statement analysis
  • Cash flow valuation
  • Bonds and stocks
  • Insurer investment portfolio management
  • Insurer capital needs and sources
  • Capital management
  • Mergers and acquisitions
  • The underwriting cycle 



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