2017 Spring Insurance Education Program Schedule & Other Information

Wed, 12/21/2016 - 16:09
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 Orlando, FL in 2017.  If you successfully complete your course requirements and have matriculated no later than June 15, 2017, you are probably on your way to Orlando!  Congratulations.  If you haven’t completed your CPCU studies, you could have time to make San Diego in 2018.

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

2017 Spring Classes:

Denver, DTC, and Online Class Offerings:

NEW: Live Online-Only Class

CPCU-552 – Commercial Liability Risk Management & Insurance will be held on Wednesday evenings from 5:30pm to 7:30pm, beginning on February 15th through May 10th.  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.)  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.

NEW: Dual Class - Live Online and In Office

ARM-54 – Risk Assessment – will be held on Tuesday’s and Thursday’s from 12noon to 1pm, beginning on January 31st through May 4th at Pinnacol Assurance, 7501 E. Lowry Blvd., Denver,, CO.  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.  You could also use this course to complete your AINS designation as the Elective Course.  The online participation does not qualify for CE; however, you can request CE from The Institutes when registering for your exam and earn the CE by successfully passing the exam. Only those attending in person can obtain Colorado CE only.

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.

ARM-56 – Risk Financing will be held Wednesday evenings from 5:30pm to 7:30pm at Willis of Colorado, 2000 S. Colorado Blvd., Tower II, Suite 900, Denver CO 80222, beginning on February 1st through May 3rd.  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 and Wyoming CE for each class attended, except any review sessions.

AU-62 – Underwriting Commercial Liability will be held on Thursday’s from 5:00pm to 7:00pm, beginning on February 11th through March 31st at Holmes Murphy, 7600 East 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.  This class is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

AIC-30 – Claim Handling Principals & Practices will be held on Tuesday evenings from 5:30 to 7:30pm, beginning February 7th through April 11th at American Family Insurance, 9510 Meridian Blvd., Englewood, CO 80112. The instructor will be James Peterson, CPCU.  AIC30 is one of the 2 required courses for the AIC designation and can used as an elective for the AINS designation.  This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except for any review sessions.

CPCU-520 – Insurance Operations will be held on Wednesday evenings from 5:00pm to 7:00pm, beginning February 8th through April 19th at Sedgwick, 7400 E Orchard Rd. Greenwood Village 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.)    This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

CPCU-530 Business Law for Insurance Professionals will be held on Thursday’s from 5:30pm to 7:30pm at Colony Specialty, 4600 E. Syracuse, Suite 400, Greenwood Village, beginning on February 9th through April 20th. 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.

AINS-22 – Personal Insurance will be held on Monday evenings from 4:30pm to 6:30pm, beginning January 30th through April 24th at Pinnacol Assurance, 7501 E. Lowry Blvd., Denver, CO.  The instructor is David Head, CPCU, AIC, ARM.  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. This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

AINS-21 – Property and Liability Insurance Principals will be held on Wednesday’s from 5 to 7pm, beginning on March 22nd through May 24th, at Colorado Farm Bureau, 9177 E Mineral Circle, Centennial, CO 80112.  The instructor is Nicholas Brown, CPCU, AU.  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 Thursday evenings from 5pm to 7pm beginning on February 9th through April 6th 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 course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions. 

CPCU-520 – Insurance Operations will be held on Tuesday evenings from 5pm to 7pm, beginning January 31st through April 11th, 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 course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

AINS-23Commercial Insurance will be held on Tuesday’s from 5pm to 7pm at California Casualty, 1650 Telstar Dr., Colorado Springs, CO, beginning on January 31st through April 25th.  The instructor is D.J Schoenlein, AINS, AU.  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. This course is approved for 2 hours of Colorado and Wyoming CE for each attended class, except any review sessions.

AIS-25 – Delivering Insurance Services will be held on Monday’s from 5pm to 7pm at California Casualty, 1655 Telstar Drive, Colorado Springs, CO, beginning on March 20th through May 22nd and will be both a live class and a “live webinar” class.  The instructor is Rebecca Patterson, CPCU, AINS, AIC.  To complete your studies and earn the AIS designation, you successfully complete this course and have completed another Institutes’ designation or certain parts of the CPCU Program.  The other designations that apply are: AINS, AAI, ARe, AIC, ARM, AU, ASLI, AFSB, AMIM, API, APA.  If you’ve completed CPCU500, CPCU520, CPCU553, CPCU555, and CPCU557, OR, you’ve completed CPCU500, CPCU520, CPCU555, CPCU556, and CPCU557 and either of the Ethics courses, you can complete the AIS designation by passing this course.  This course is approved for 2 hours of Colorado CE only for each attended class, except any review sessions.

The online participation does not qualify for CE; however, you can request CE from The Institutes when registering for your exam and earn the CE by successfully passing the exam. Only those attending in person can obtain Colorado or Wyoming CE.

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.

All of above classes are open to the Public.

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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