NEW! Insurance Finance Suite
Understanding financial decisions and their consequences is essential in today’s constantly changing marketplace. After completing the collection of learning modules in Insurance Finance, you’ll have a thorough understanding of financial concepts and terminology, as well as insurer performance metrics and their uses.
Available Insurance Finance learning modules are listed below. Click each module name for information and a list of topics covered. For your convenience, you can take one, a few, or all of the below learning modules. The choice is yours!
Financial Statements
Topics covered in this learning module include the purpose of financial statements, users of insurer financial statements, and more.
Insurance Accounting
Topics covered in this learning module include generally accepted accounting principles (GAAP), statutory accounting principles (SAP), and more.
Financial Ratios
Topics covered in this learning module include calculating corporate financial ratios, insurer financial ratios, and more.
Insurance Cycles
Topics covered in this learning module include causes of cycles, effects of underwriting cycles, and more.
Ratings, Regulations, and Reinsurance
Topics covered in this learning module include reinsurance functions, insurer rating tests, and more.
We Recommend These Learning Modules for: Insurance professionals who work in areas other than finance (for example, claims, marketing, sales, or underwriting)
Insurance Finance offers the learning modules listed below:
Financial Statements
Insurance Accounting
Financial Ratios
Insurance Cycles
Ratings, Regulations, and Reinsurance
Bottom-Line Benefits
- Build confidence in the ability to understand financial decisions and their consequences
- Increase understanding of financial concepts and terminology
- Gain knowledge of insurer performance metrics and their uses
Level: Intermediate
Cost: $20 per Professional Development Hour (PDH). Information on Professional Development Hours (PDH) provided can be found here.
Additional Course Resource
Additional Knowledge Solutions
E-mail: customerservice@cpcuiia.org
Phone: (800) 644-2101
Fax: (610) 640-9576
Mail: AICPCU/IIA720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.
For retail ordering information, contact Customer Service or shop online. Or take a look at our full catalog.
E-mail: customerservice@cpcuiia.org
Phone: (800) 644-2101
Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.
Interested in corporate licensing information, volume discounts, or learning management system (LMS) compatibility? Contact the Institutes’ Regional Sales Executive in your area.