2017 Fall Schedule & Website Information

Mon, 07/24/2017 - 13:27
by Gayle Hise

Colorado CPCU Society Chapter Insurance Education Program

Our program offers insurance education classes in the fall, spring, and summer and are held in various locations within the Denver Metro Area and in a few locations in Colorado Springs.

If you have an interest in a classroom setting and don’t see your preferred class in our current Schedule, please contact Gayle Hise at 970-333-1986 or email her at coloradoinsed@gmail.com .  With 6 students, we can run a class at any time; I would just need to locate an available instructor. We may also ask for your assistance in locating students.  Typically, classes for the fall semester begin in late August or early September, begin in mid to late January for the spring semester, and begin in late May or early June for the summer semester.

The Annual Meeting & Seminar, which includes the CPCU conferment ceremony, will be in San Diego in 2018.  If you successfully complete your course requirements and have matriculated no later than June 15, 2018, you are probably on your way to San Diego!  Congratulations. 

To review the below Schedule in 123signup, please click this link:  https://www.123signup.com/calendar?Org=ColoradoCPCU

2017 Fall Class Schedule:

Live Webinar Classes:

CPCU-500 – Foundations of Risk Management and Insurance will be held on Thursday evenings from 5:30pm to 7:30pm as a Webinar Only class beginning on September 14th through November 16th.  The instructor is Kay Ward, CPCU, AIS, ASC, AAI.  This is one of the 4 required CORE courses needed to complete the CPCU designation.  It is also an elective for the AINS designation.  If you’ve taken AINS21 and AINS22, consider CPCU-500 as your elective course vs. AINS23.  AINS21 and 22 waive 1 CPCU course and by using CPCU-500 you are well on your way into your CPCU designation journey. 

Since this is a live online class, no CE is available for your attendance at this time.

Added bonus – each class will be recorded and available for your viewing in case you have to miss a class or want to view a class or all classes for review.

CPCU-551 – Commercial Property Risk Management & Insurance will be held on Tuesday evenings from 5:30 to 7:30pm as a Webinar Only class beginning on August 29th through November 28th. The instructor is Kay Ward, CPCU, AIS, ASC, AAI. This is one of the 3 commercial concentration courses.  It is possible that this course could complete one of the AIC property courses.  Consult your Progress Tracker to make sure.  This course is also an elective within the AINS and AIS designations. (Note: If you previously passed CPCU3, this course is waived for you.)

Since this is a live online class, no CE is available for your attendance at this time.

Added bonus – each class will be recorded and available for your viewing in case you have to miss a class or want to view a class or all classes for review.

Denver Tech Center Classes:

AIC-32 – Liability Claim Practices will be held on Monday evenings from 5:30 to 7:30pm, beginning September 11th through November 27th at American Family Insurance, 9510 Meridian Blvd., Englewood, CO 80112. The instructor will be James Peterson, CPCU.  AIC32 is one of the 3 required courses for the AIC Liability Track and the Multiline Adjuster Track within the AIC designation.  It can be used as an elective for the AINS designation and the CPCU designation.  This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except for any review sessions.

CPCU-530 Business Law for Insurance Professionals will be held on Thursday’s from 5:30pm to 7:30pm at Nationwide Insurances, 9380 Station Street, Suite 208, Lone Tree, CO  80124, beginning on September 21st through November 30th. The instructor is Timothy Gaffigan, JD, CPCU. This is one of the 4 required courses for your CPCU designation.  You may also use this course towards your AINS, AFSB, AMIM, and ASLI designations.  Note: If you previously passed CPCU6, this course is waived for you.  Also, if you happen to hold a JD, this course could be waived as well).   This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

CPCU-540 – Finance and Accounting for Insurance Professionals will be held on Tuesday evenings from 5:30 to 7:30pm beginning on September 5th through November 28th. Class will be held at Colony Specialty, 4600 E. Syracuse, Suite 400, Greenwood Village.  The instructor will be Colleen Davis, CPCU. CPCU-540 is one of the four REQUIRED CPCU courses to complete your CPCU designation. The other three include CPCU 500 Foundations of Risk Management and Insurance, CPCU 520 Insurance Operations, and CPCU 530 Business Law for Insurance Professionals. Ethics 312 is an online course and is also required to complete the CPCU designation.  This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

Denver East Classes:

ARM-56 – Risk Financing will be held Tuesday and Thursdays from 12noon to 1pm at Pinnacol Assurance, 7501 E. Lowry Blvd, Denver, CO, beginning on September 26th through January 4th.  The instructor is Chris Hansen, MBA, CPCU, CIC, AU, ARM.  This course is one of three needed to complete the ARM designation in addition to the online Ethics course 311 or 312, and it is one of the electives for the CPCU designation. This class is approved for 2 hours of Colorado CE for each class attended, except any review sessions, and there is no CE if attending by webinar. 

This will be a live class as well as available through a live webinar.  The instructor will try to record some sessions for later viewing.  Occasionally, the content does not allow for recording.

AU-62 – Underwriting Commercial Liability will be held on Thursday’s from 4:30 to 6:30pm, beginning on September 14th through November 9th at Pinnacol Assurance, 7501 E. Lowry Blvd, Denver, CO. The instructor is Nicholas Brown, CPCU, AU.  This is 1 of 4 courses required for the AU designation, plus the online Ethics 311 or Ethics 312.  The 4 courses are AU60, AU61, AU62, and AINS23.  The courses can be taken in any order.

We are going to offer this course as an "in person" class and also a "live webinar" class.  This course is approved for 2 hours of Colorado CE for each personally attended class, except any review sessions.  There is no CE available for Webinar Only attendance.  

AINS-23Commercial Insurance will be held on Monday evenings from 4:30pm to 6:30pm at Pinnacol Assurance, 7501 E. Lowry Blvd., Denver, CO  80230, beginning on August 28th through November 20th.  The instructor is David Head, CPCU, AIC.  This is one of the 3 AINS courses that can be taken to complete the AINS designation in addition to the online Ethics course.  If you are more interested in commercial insurance vs. personal lines, AINS23 is for you.  AINS23 is also a required course for the AU designation.

This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

Colorado Springs Classes:

ARM-54 – Risk Assessment will tentatively be held Thursday evenings from 5:00pm to 7:0pm at District 11, 711 E. San Rafael, Colorado Springs, CO  80903, and beginning on September 21st through December 7th.  The instructor is John Putnam, CPCU, ARM.  This course is one of three needed to complete the ARM designation in addition to the online Ethics course 311 or 312.

Additional Website Information:

As noted previously, you can create a great 5 year goal by combining and completing the AINS or AIC program in addition to the CPCU program.  ARM also is a great pairing.

Review your Progress Tracker at www.theinstitutes.org to assist you in charting your insurance education path.

The Colorado CPCU Society Chapter Insurance Education Program runs classes separate from The Institutes.  Thus, tuition for our classes must be paid to the Colorado CPCU Society Chapter.  Tuition ranges from $300 to $340 depending upon the class, with CPCU courses at the top end. Your textbooks and national exam fee are not included in the tuition cost and must be ordered from The Institutes by going to their website, www.TheInstitutes.org or by calling 1-800-644-2101. You do receive the best national exam registration fee by registering prior to each testing window date.  Please ensure that you are ordering the correct textbooks for your test window.  For example, register prior to October 15th, for the October 15 to December 15 window.

Added Bonus ---- If you take one of our courses, attend at least 75% of the classes, and do not pass that particular course’s national exam, you are eligible for “free” tuition the next time that class is offered by us.  For example, you register for AIC-30 and attend 80% of the classes, but do not pass the Institutes exam; you are then able to re-take the AIC-30 course free as long as you take the class the next time it is offered.

CPCU Credit for Prior Courses Taken

In 2010, The Institutes made several changes to the AINS and CPCU Programs.  For example, you previously completed AINS21, 22, and 23 and received a Certificate in General Insurance.  Now, you may receive the Associate in General Insurance Designation by completing 3 courses and also completing an online, free Ethics 311 course.  For $5, you can earn 3 hours of Ethics CE.  Don’t forget to make that choice before registering and taking any Institutes exam.  Additional changes were made to the AINS program including the use of electives to complete the designation. 

The CPCU program requires completion of Ethics 312 if you have not previously passed CPCU510 or CPCU1.  The program also has 4 core courses, an elective course choice, and the choice of a commercial track or a personal track.  We do recommend you either contact The Institutes at 1-800-644-2101 or visit www.TheInstitutes.org.  If you have taken Institutes’ insurance courses in the past, it is very easy to see if you have already completed one part of a specific designation.  The “Progress Tracker” within the Student tab is a great way to refresh your memory on what you’ve taken in years past and also help you decide on a specific course path or track.

The AIC designation has also changed and allows you to also choose 5 different course completion paths.

A Masters in Business Administration (MBA) earns credit for CPCU540, and a Law Degree (JD) earns credit for CPCU-530.  There may be other MBA waivers.  Contact The Institutes if you believe that your MBA would qualify for a CPCU course waiver.

If you have an MBA, please contact The Institutes to make sure it doesn’t waive one of your CPCU courses. 

To earn the CPCU designation, in addition to completing the education requirements, you must:

  • Matriculate with The Institutes by completing an online form and submitting a fee-- this registers you as a CPCU designation candidate and requires you to abide by the CPCU Code of Professional Conduct.  It is recommended that you matriculate as early as possible in your CPCU studies. You will receive a link to the matriculation form when you register for your first exam.
  • Before earning the CPCU Designation, you must be able to show that you were engaged for a minimum of 17 1/2 hours a week in acceptable insurance activities for any 24 months during the five-year period immediately preceding the conferment of the designation.

There are other course combinations and designations that will help you obtain other insurance designations.  Please visit the Institutes’ website: www.theinstitutes.org for more detailed information.

Testing Windows

January 15 to March 15 --April 15 to June 15 -- July 15 to September 15 -- October 15 to December 15

Future Annual Meetings and Conferment:

2017 – Orlando, Florida – September 16 through 19 – at the Disney’s Coronado Springs Resort 

2018 – San Diego – October 13 through 16 – at the Manchester Grand Hyatt San Diego

 

 

 

 

 

 

 

 

 

 

 

 


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