2016 Fall Insurance Education Schedule

Thu, 07/21/2016 - 15:53
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 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.

In case you aren’t aware, our program occasionally offers 5 hour review sessions in May and December for specific CPCU courses.  They are offered depending on interest.  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  

The Annual Meeting & Seminar, which includes the CPCU conferment ceremony, will be in Hawaii in 2016.  If you successfully complete your course requirements and have matriculated no later than June 15, 2016, you are probably on your way to Hawaii!  Congratulations.  If you haven’t completed your CPCU studies, you could have time to make Orlando in 2017.  If not Orlando, then San Diego in 2018.

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

2016 Fall Classes:

Denver Tech Center Classes:

ARM-55 – Risk Assessment and Treatment will be held Thursday evenings from 5:30pm to 7:30pm at Colony Specialty, 4600 S. Syracuse St., Suite 400, Greenwood Village, CO 80237, and beginning on August 25th through November 10th.  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.

AU-62 – Underwriting Commercial Liability will be held on Thursday’s from 5:00pm to 7:00pm, beginning on September 15th through November 10th at Holmes Murphy Insurances, 7600 E. Orchard Road, Suite 330 South, Greenwood Village, CO  80111.  The instructor is Kim Nichols, CPCU, AU, CIC.  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.

Based on feedback from AU designees, the industry, and commercial underwriting professionals, The Institutes has developed an updated, more practical Associate in Commercial Underwriting (AU) program.    

CPCU-520 – Insurance Operations will be held on Monday evenings from 5:00pm to 7:00pm, beginning August 15th through October 31st at Moody Insurance Company, 8055 E. Tufts Ave., 10th Floor, Denver, CO.  The instructor is Cindy Baroway, ME, CPCU, AIC.  This is one of the 4 required courses for the CPCU designation.  You may also use this course toward your AIAF, AINS, AIS, APA, ARC, Are, and AMIM designations. (Note: If you previously passed CPCU-5 in the 10part program, this course is waived for you.)

CPCU-540 – Finance and Accounting for Insurance Professionals will be held on Tuesday evenings from 5pm to 8:20pm EVERY OTHER WEEK and 2 chapters will be covered each class night beginning on August 23rd through November 15th Class will be held at Colorado Farm Bureau, 9177 E Mineral Circle, Centennial, CO 80112.  The instructor will be Jessica Robinson, 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-551 – Commercial Property Risk Management & Insurance will be held on Monday evenings from 5:30 to 7:30pm at Colony Specialty Insurances at, 4600 S. Syracuse St., Suite 400, Greenwood Village, CO 80237, beginning on August 15th through November 21st.  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.)

Denver East Classes:

AINS-21 – Property and Liability Insurance Principals will be held on Tuesday’s from 4:30pm to 6:30pm, beginning on September 13th through November 15th, at Pinnacol Assurance, 7501 E. Lowry Blvd., Denver, CO.  The instructor is David Head, CPCU, AIC, ARM.  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. 

Colorado Springs Classes:

CPCU-500 – Foundations of Risk Management and Insurance will be held on Tuesday evenings from 5pm to 7pm beginning on September 13th through November 8th at CSAA, 5775 Mark Dabling Blvd., Building #3, Colorado Springs, CO.  The instructor is Heidi Stanton, CPCU.  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.  This class is open to ALL.

AINS-21 – Property and Liability Insurance Principals will be held on Thursday evening’s from 5 to 7pm beginning on September 8th through November 17th, 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.

ARM-54 – Class Pending (If finalized, this class is open to ALL).

USAA Classes – Private to USAA Employees:

AINS-21 – Property and Liability Insurance Principals will be held on Wednesday’s from 6 to 8pm, beginning on September 7th through November 9th, at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor is Stephanie Pentycofe, CPCU, MBA, API.  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. 

AINS-23Commercial Insurance will be held on Wednesday’s from 6 to 8pm at USAA, 1855 Telstar Dr., Colorado Springs, CO, beginning on September 7th through November 30th.  The instructor is Annette Wunder, 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.  You are also able to pair the AINS designation with the CPCU designation vs. taking the 3 AINS courses.  Consider taking AINS21 and AINS23 for that commercial focus and then taking a CPCU course as your elective, such as CPCU500.  These 3 courses plus the online Ethics 311 completes the AINS designation.  AINS21 and AINS23 waive 1 CPCU course also.

CPCU-520 – Insurance Operations will be held on Thursday evenings from 6pm to 8pm, beginning September 8th through November 17th, at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor is Steven Willard, CPCU.  This is one of the 4 required courses for the CPCU designation.  You may also use this course toward your AIAF, AINS, AIS, APA, ARC, Are, and AMIM designations. (Note: If you previously passed CPCU-5 in the 10part program, this course is waived for you.)

CPCU-540 – Finance and Accounting for Insurance Professionals will be held on Tuesday evenings from 6 to 8pm beginning on September 6th through November 29th at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor will be Brandon Sheard, 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-555- Personal Risk Management and Property-Casualty Insurance will be held on Tuesday evenings from 6 to 8pm beginning on September 6th through November 22nd at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor is Stephanie Pentycofe, CPCU, MBA, API.  CPCU555 is one of the 3 Personal Lines Track courses for the CPCU designation. 

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:

2016 – Honolulu, Hawaii – September 17 through 20

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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