2015 Insurance Education Program Fall Schedule

Wed, 07/22/2015 - 11:35
by Gayle Hise

Colorado CPCU Society Chapter Insurance Education Program

Our program offers insurance education classes in the fall, spring, and summer.  There are many classes to choose from in the Denver Metro Area and in Colorado Springs for this Fall Semester.

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. 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.

Also, you can begin your studies anywhere within a particular designation.  You don’t need to start with the 1st course.  For instance, if you want to complete the ARM designation, you can begin with ARM55 or ARM56 vs. beginning with ARM54.  All of the designations work this same way. 

In case you aren’t aware, our program has been offering 5 hour review sessions in May and December for specific CPCU courses.  These review sessions are our Chapter’s way of assisting you to successfully pass your national exam and move you along the way through your CPCU journey.  If you have a specific CPCU course that you would like offered at one of these review sessions, contact Gayle Hise at coloradoinsed@gmail.com

We also offer Continuing Education Credit for your class attendance.  All of our offered classes are approved in Colorado, most are approved in Wyoming, and a very select few are approved in Texas.  Always make sure you tell your instructor that you want or need CE on the 1st night of class as we are required to file the CE weekly for Wyoming.  For any lunchtime classes that are held for 1 hour twice a week, you must attend both weekly classes to earn the 2 hours.

If you would rather earn your CE from The Institutes, just make sure your license number is within your Institutes’ student profile and request CE before you take any exam.

If you would like to review any of the following classes and/or register, please click on our 123signup registration link:  https://www.123signup.com/calendar?Org=ColoradoCPCU

2015 Fall Classes:

Denver Tech Center Classes:

AIC-30 – Claim Handling Principals & Practices will be held on Wednesday evenings from 5:00pm to 7:00pm, beginning September 9th through November 11th at Moody Insurance Company, 8055 E. Tufts Ave, 10th Floor, Denver, CO 80237. The instructor will be Sherrie Gibson, CPCU.  AIC30 is one of the 2 required courses for the AIC designation and can used as an elective for the AINS designation.

AIC-31 – Property Claim Practices will be held on Wednesday evenings from 5:30pm to 7:30pm, beginning on September 2nd through November 18th, at American Family Insurance, 9510 Meridian Blvd., Englewood, CO  80112.  The instructor is Joseph Barbara, CPCU, AIC, ARM, ARe, ALCM, ARP.  This is a required course for the Property Track of the Associate in Claims (AIC) designation, and can be an elective for the AINS (Associate in General Insurance) designation.  It is also one of the few electives for the CPCU designation.  This class is open to all. 

ARM-55 – Risk Assessment and Treatment will be held Thursday evenings from 5:30pm to 7:30pm at Sedgwick, 7400 E. Orchard Rd., Suite 4015, Greenwood Village, CO 80111, and beginning on August 20th through November 12th.  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.

ARM-56 – Risk Financing will be held Wednesday evenings from 5:30pm to 7:30pm at HULL & Co., Inc., 8400 E. Prentice Ave., Suite 535, Greenwood Village, CO  80111, and beginning on August 19th through November 11th.  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.

CPCU-540 – Finance and Accounting for Insurance Professionals will be held on Wednesday evenings from 5:30 to 7:30pm beginning on August 12th through November 4th at Colony Specialty Insurance, 8450 East Crescent Parkway, Suite 300, Greenwood Village, CO  80111.  The instructor will be J.D. Hatter, 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.

CPCU-552 – Commercial Liability Risk Management & Insurance will be held on Tuesday evenings from 5:30pm to 7:30pm, beginning on August 18th through November 17th, and will be held at Liberty Mutual Insurance Company, 5975 S. Quebec, Centennial, CO  80111.  The instructor will be Kay Ward, CPCU, AIC, ASC, AAI.  This is one of the 3 commercial concentration courses.  It is also an elective within the AINS and AIS designations. (Note:  If you previously passed CPCU4, this course is waived for you.)

CPCU553- Survey of Personal Insurance and Financial Planning will be held on Monday evenings beginning on August 17th through November 16th at DirecTV, 161 Inverness Drive West, Centennial, CO  80112.  The instructor will be Timothy Gaffigan, JD, CPCU.  This is one of the 3 commercial concentration courses. 

Lowry Area Classes:

AINS-23Commercial Insurance will be held on Tuesday and Thursdays from 12:00pm to 1:00pm at Pinnacol Assurance, beginning on September 1st through November 19th, located at 7501 E. Lowry Blvd., Denver, CO 80230.  The instructor is Sherrie Gibson, CPCU.  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.

CPCU-551 – Commercial Property Risk Management & Insurance will be held on Tuesday and Thursday’s from 11am to 12noon at Pinnacol Assurance, 7501 E. Lowry Blvd., Denver, CO  80237, beginning on September 1st through December 3rd.  The instructor is Sherrie Gibson, CPCU. 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.)

Colorado Springs Classes:

AINS-21 – Property and Liability Insurance Principals will be held on Thursday evening’s from 5 to 7pm beginning on September 10th through November 12th, at California Casualty, 1650 Telstar Drive, Colorado Springs. The instructor is Melinda Patton, AINS.  This is a required course for the Associate in Personal Insurance (API) designation, the Associate in Claims (AIC) designation, and is required for the (AINS) Associate in General Insurance designation.  This class is open to ALL.

We’ve also held classes at CSAA.  If you work there or near there and want a specific class offered, contact Gayle Hise at coloradoinsed@gmail.com

USAA Classes – Private to USAA Employees:

CPCU-500 – Foundations of Risk Management and Insurance will be held on Tuesday evenings from 6pm to 8pm beginning on September 15th through November 10th, at USAA, 1855 Telstar Dr., Colorado Springs, CO.  The instructor is Stephanie Pentycofe, CPCU, MBA, API.  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.

CPCU-540 – Finance and Accounting for Insurance Professionals will be offered and will probably be a Wednesday evening class from 6pm to 8pm.  The start date and other information is “under construction” now.  The class would be held at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor will be Jessica Smith, CPCU. CPCU-540 is one of the four REQUIRED CPCU courses needed 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.

CPCU-540 – Finance and Accounting for Insurance Professionals will be offered and will probably be a Tuesday and Thursday lunchtime class from 12 to 1pm.  The start date and other information is “under construction” now.  The class would be held at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor will be Jessica Smith, CPCU. CPCU-540 is one of the four REQUIRED CPCU courses needed 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.

CPCU-556 – Financial Planning will be held on Tuesday evenings from 6:00 to 8:00pm beginning on September 15th through November 24th at USAA, 1855 Telstar Drive, Colorado Springs, CO 80401. The instructor will be Cara Whitsell, CPCU.  CPCU 556 is one of the 3 personal line track courses for your CPCU designation. 

AINS-22 – Personal Insurance will be held on Wednesday evenings from 6pm to 8pm, beginning September 16th through December 2nd at USAA, 1855 Telstar Dr., Colorado Springs, CO.  The instructor is Joseph “Jay” McGuire.  This is one of the 3 AINS course choices to complete the AINS (Associate in General Insurance) designation.  AINS21 and AINS22 are considered the “personal lines track” of the AINS Program.

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:

2014 – Anaheim, California – September 20 through 23

2015 – Indianapolis, Indiana – October 3 through 6

2016 – Honolulu, Hawaii – September 17 through 20

2017 – Orlando, Florida -

 

 

 

 

 

 

 

 


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