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LearnInsurance.com » Chartered Property Casualty Underwriter (CPCU)

Chartered Property Casualty Underwriter (CPCU)

CPCU Course Requirements

Earning the CPCU Designation

Completion of eight (8) of the following exams is required.

The five (5) foundation courses are required for all candidates. Candidates must then choose to concentrate on Commercial or Personal topics where they will be required to complete three (3) additional exams.

Foundation Courses

These courses are required for all candidates

Commercial Concentration (with Personal Survey)

Personal Concentration (with Commercial Survey)

CPCU: A Distinguished Designation for Property Casualty Professionals

The courses in the program cover a broad range of insurance, risk management, and general business topics, building on a foundation of ethical principles and systematic analysis of insurance contracts.

What you will learn

  • Essential principles and practices of insurance and risk management
  • In-depth knowledge of property-liability insurance policies and life and health policies.
  • Insurance coverages and non-insurance techniques to manage loss exposures
  • How to Interpret the financial results of insurance operations
  • Organizational and financial structure of the insurance business
  • Functional roles of the various segments of the insurance business
  • Application of the principles of management to the insurance business
  • How insurance interacts with the regulatory, legal, financial, economic and social environments
  • Understand and apply ethical and professional standards

AVAILABLE COURSES & TIMES

CPCU 510: Foundations of Risk Management, Insurance and Professionalism

Description:Topics include Code of Ethics, risk, understanding risk management, risk control, risk financing, financial services and insurance markets, insurance mechanism, insurable risks, legal environment of insurance, the insurance policy, insurance policy analysis, and amounts payable. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

What you will learn

  • Analysis of insurance contracts including common provisions, conditions, and insurable exposures
  • Overview of the legal foundation of insurance contracts including evolution of insurance
  • Policy limits, loss valuation and loss sharing provisions
  • The risk management process
  • Medical control and use of specialists

CPCU 510: Foundations of Risk Management, Insurance and Professionalism

This is an Instructor led Online Class. Texts and Materials are required. Purchase your Required Materials

This online course has 24/7 Access and requires Weekly Assignments w/Deadlines Long Distance Mandatory Conference Calls necessary – Obtaining a Phone Card is Suggested.

Mary C. Moore-Campagna, CPCU, AIM, ARP, AAI

CPCU 520: Insurance Operations, Regulation, and Statutory Accounting

Description:Topics include insurance operations, regulation of insurance, insurance marketing, underwriting property insurance, underwriting liability insurance, ratemaking, property claim adjusting, liability claim adjusting, reinsurance, insurer financial statements, insurer financial management, and insurer business strategy and global operations. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led course. Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

What you will learn

  • Overview of insurance company operations and distribution systems
  • Underwriting function as it relates to property, liability, and package policies
  • Surveying loss control and premium auditing functions
  • Detailed analysis of the ratemaking process and principles, and other actuarial functions
  • Reinsurance contracts and transactions
  • Property and Liability Claims Adjusting

CPCU 520: Insurance Operations, Regulation, and Statutory Accounting

This is an Instructor led Online Class. Texts and Materials are required. Purchase your Required Materials

This online course has 24/7 Access and requires Weekly Assignments w/Deadlines Long Distance Mandatory Conference Calls necessary – Obtaining a Phone Card is Suggested.

Alan R. Jacobs, CPCU

During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE. Please check back in late December for the Spring schedule.

CPCU 530: The Legal Environment of Insurance

Description:Topics include U.S. law and regulation, contract law, contract formation, legal capacity and purpose, genuine assent form, interpretations, obligations, insurance contract law, commercial law, property law, tort law, negligence, intentional torts, product liability, environmental torts, special liability and litigation concepts, agency law, insurance applications of agency law, employment law, business entities, and the international legal environment of insurance. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses. Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

What you will learn

  • Elements of a contract: agreement (offer/acceptance), capacity, consideration
  • Insurance Contract Law
  • Civil Law (tort and contracts), Agency Law, and Employment Law
  • Comparison of different types of business entities
  • A review of various forms of insurance litigation

CPCU 530: The Legal Environment of Insurance

This Instructor led Online Class is currently NOT AVAILABLE.. Texts and Materials are required. Purchase your Required Materials


During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.

CPCU 540: Business and Financial Analysis for Risk Management and Insurance Professionals

Description:Topics include basics of corporate finance, financial statements, sources of additional financial and nonfinancial information, financial statement analysis, working capital management, time value of money, discounted cash flow valuation, bonds and stocks, operating environment and corporate finance, insurer investment strategies, insurer income and dividend policy, insurer capital: needs and sources, capital structure of insurers, making capital investment decisions, and mergers and acquisitions. DOI CE: 40 CE hours for fire/casualty broker agents for instructor lead courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA,www.aicpcu.org Other CE: none.

CPCU 540: Business and Financial Analysis for Risk Management and Insurance Professionals

This is an Instructor led Online Class. Texts and Materials are required. Purchase your Required Materials


This online course has 24/7 Access and requires Weekly Assignments w/Deadlines Long Distance Mandatory Conference Calls necessary – Obtaining a Phone Card is Suggested.

Susan C. Zoboli, CPCU, MBA

During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.

CPCU 560: Financial Services Institutions

Description:Topics include financial markets, federal reserve, money markets, bond markets, stock markets, derivative securities, banks, finance companies, insurance companies, securities firms and investment banks, regulation of depository institutions, mutual funds, pension funds, and risks incurred by financial institutions. DOI CE: 40 CE hours for fire/casualty broker agents for instructor lead courses. Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

CPCU 560: Financial Services Institutions

This Instructor led Online Class is currently NOT AVAILABLE.. Texts and Materials are required. Purchase your Required Materials


During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.

CPCU 551: Commercial Property, Risk Management and Insurance

Description:Topics include property loss exposures, building and personal property coverage, cause of loss forms, flood, earthquake, and specialty forms, business income, inland marine and ocean cargo, crime, equipment breakdown, business owners and farm owners, and surety bonds. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

CPCU 551: Commercial Property, Risk Management and Insurance

This is an Instructor led Online Class. Texts and Materials are required. Purchase your Required Materials


This online course has 24/7 Access and requires Weekly Assignments w/Deadlines Long Distance Mandatory Conference Calls necessary – Obtaining a Phone Card is Suggested.

Connie L. Stewart, CPCU, AU, AMIM, AIS

During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • Every Tuesday at 5:00 PM PST 5/13/2008 thru 7/29/2008
  • This course is currently NOT AVAILABLE, check back in late December for the Spring schedule.

CPCU 552: Commercial Liability, Risk Management and Insurance

Description:Topics include liability loss exposures, liability risk control, general liability insurance, business auto insurance, garage and motor carrier insurance, workers' compensation and employers' liability loss exposures, workers' compensation and employers' liability insurance, management liability, professional liability, aviation, environmental loss exposures and insurance excess and umbrella liability insurance, and advanced risk financing techniques. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

What you will learn

  • Liability loss exposures
  • Liability risk management techniques
  • Detailed analysis of many forms

CPCU 552: Commercial Liability, Risk Management and Insurance

This Instructor led Online Class is currently NOT AVAILABLE.. Texts and Materials are required Purchase your Required Materials


During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.

CPCU 553: Survey of Personal Risk Management, Insurance, and Financial Planning

Description:Topics include automobile insurance and society, personal auto policy, homeowners insurance, other residential insurance, other personal property and liability insurance, personal loss exposures and financial planning, life insurance, health and disability insurance, investment planning, planning for retirement, and estate planning. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

CPCU 553: Survey of Personal Risk Management, Insurance, and Financial Planning

This Instructor led Online Class is currently NOT AVAILABLE.. Texts and Materials are required Purchase your Required Materials


During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.

CPCU 555: Personal Risk Management and Property-Liability Insurance

Description:Topics include personal risk management, homeowners insurance, homeowners' endorsements and variations, personal auto, recreational vehicles, developing personal insurance products, underwriting profitability, pricing, reunderwriting personal insurance portfolios, and gaining efficiencies in personal insurance operations. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

CPCU 555: Personal Risk Management and Property-Liability Insurance

This Instructor led Online Class is currently NOT AVAILABLE.. Texts and Materials are required Purchase your Required Materials


During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.

CPCU 556: Personal Financial Planning

Description:Topics include life insurance and social security, health, disability, long-term care, basic investment principles, equity and fixed income investments, mutual funds, asset allocation, income tax planning, planning for retirement, estate planning, and financing education expenses. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

CPCU 556: Personal Financial Planning

This Instructor led Online Class is currently NOT AVAILABLE.. Texts and Materials are required Purchase your Required Materials


During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.

CPCU 557: Survey of Commercial Risk Management and Insurance

Description:Topics include commercial property, business income, commercial crime and equipment breakdown insurance, inland and ocean marine, commercial general liability, commercial auto, business owners and farm, workers' compensation and employers' liability, and risk financing. DOI CE: 40 CE hours for fire/casualty broker agents for instructor lead courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org Other CE: none.

CPCU 557: Survey of Commercial Risk Management and Insurance

This Instructor led Online Class is currently NOT AVAILABLE.. Texts and Materials are required Purchase your Required Materials


During registration for this course you will be required to select your Mandatory Conference Call day and time. You will have a choice between:

  • This course is currently NOT AVAILABLE, check back in late June for the Fall schedule.