2016 Spring Insurance Education Schedule & Website Information

Wed, 12/23/2015 - 17:50
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 Spring 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.

We also offer Continuing Education Credit for your class attendance depending on your particular licensing state.  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 when registering for any exam, and definitely before you take any exam.

To register for any of our classes, please click on the following link: https://www.123signup.com/calendar?Org=ColoradoCPCU

2016 Spring Classes:

Denver Tech Center Classes:

ARM-54 – Risk Assessment – will be held on Thursday evenings from 5:30pm to 7:30pm, beginning on January 28th through April 28th at Colony Specialty Insurance, 8450 East Crescent Parkway, Suite 300, Greenwood Village, CO  80111..  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 Willis, 2000 S. Colorado Blvd., Tower II, Suite 900, Denver, CO 80222, beginning on January 27th through April 13th.  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.

AIC37 – Managing Bodily Injury – will be held on Wednesday’s from 5:30pm to 7:30pm beginning on February 10th through April 6th at Moody Insurance Company, 8055 E. Tufts Ave, 10th Floor, Denver, CO 80237.  The instructor will be Joseph Barbara, CPCU, AIC, ARM, ARe, ALCM, ARP.  AIC37 is a required course in the Liability Track and the Work Comp Track of the AIC designation. 

AU-61 – Underwriting Commercial Property will be held on Thursday’s from 5:00pm to 7:00pm, beginning on February 18th through April 7th at Liberty Mutual Insurance Company, 5975 S. Quebec, Centennial, CO  80111.  The instructor is Kim Nichols, CPCU, AU, CIC.  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 Wednesday evenings from 5:00pm to 7:00pm, beginning January 27th through April 6th at Colony Specialty Insurance, 8450 East Crescent Parkway, Suite 300, Greenwood Village, CO  80111.  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-530 Business Law for Insurance Professionals will be held on Monday’s from 5:30pm to 7:30pm at Moody Insurance Company, 8055 E. Tufts Ave, 10th Floor, Denver, CO 80237, beginning on January 25th through April 16th. 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).

CPCU-551 – Commercial Property Risk Management & Insurance will be held on Tuesday evenings from 5:30 to 7:30pm at Sedgwick, 7400 E. Orchard Rd., #4015, Greenwood Village, CO 80111, beginning on January 26th through April 26th.  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.)

AINS-23Commercial Insurance will be held on Tuesday evenings from 5:00pm to 7:00pm at Moody Insurance Company, 8055 E. Tufts Ave., 10th Floor, Denver, CO  80237, beginning on January 26th through April 12th.  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.

Lakewood Class:

AIC-32- Liability Claim Practices will be held on Tuesday and Thursdays from 11:30am to 12:30pm beginning January 19th through April 7th, at Tristar Risk Management, 200 Union Blvd., Suite 580, Lakewood, CO.  The instructor will be Anne Schrader, CPCU, AIC and Lori Francin, AIC.  CE is available but you must attend both of the weekly sessions to earn the 2 hours of CE for that week’s chapter. There are currently 5 Associate in Claims (AIC) designation completion tracks.   Check out www.TheInstitutes.org for additional information on the 5 AIC tracks.  This course is also an elective for the CPCU designation.

 

Colorado Springs Classes:

ARM-55 – Risk Assessment and Treatment will be held Thursday’s from 11am to 1pm at HUB International, 111 S. Tejon St., Suite 113, Colorado Springs, CO 80903, and beginning on January 28th through April 14th.  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.  This class is open to ALL.

CPCU-520 – Insurance Operations will be held on Tuesday evenings from 5:00pm to 7:00pm, beginning January 26th through April 5th at CSAA, 5775 Mark Dabling Blvd., Building #3, Colorado Springs, CO. The instructor is Heidi Stanton, 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.)  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 February 4th through April 7th, 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.

USAA Classes – Private to USAA Employees:

AINS-21 – Property and Liability Insurance Principals will be held on Tuesday’s from 6 to 8pm, beginning on January 26th through March 29th, 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 Thursdays from 6 to 8pm at USAA, 1855 Telstar Dr., Colorado Springs, CO, beginning on January 28th through April 14th.  The instructor is Joseph “Jay” McGuire, AINS.  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-500 – Foundations of Risk Management and Insurance will be held on Wednesday evenings from 6pm to 8pm beginning on January 27th through March 23rd, 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, or you’ve taken AINS21 and AINS23 consider CPCU-500 as your elective course.  AINS21 and 22 or AINS21 and AINS23 waive 1 CPCU course and by using CPCU-500 you are well on your way into your CPCU designation journey.

CPCU-520 – Insurance Operations will be held on Tuesday evenings from 6pm to 8pm, beginning January 26th through April 5th, at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor is Steven Willard, CPU.  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-520 – Insurance Operations will also be held on Tuesday and Thursdays from 12 to 1pm, beginning on January 26th through April 7th, at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor is Cara Whitsell, 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.)  Manager approval required to attend this class.  Last semester, some folks were able to come in early or use their breaks on class days to equal the 1 hour class twice a week.  If you want CE for your class attendance, you must attend both sessions the same week to earn that 2 hours of CE.

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

 

 

 

 

 


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