2018 Insurance Education Spring Schedule

Thu, 12/14/2017 - 17:08
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 Kay Ward, CPCU, CIC, AIS, ACS, AAI 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 or early February 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, CA 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.

If you haven’t received a registration email from us and would like to register for one of the following classes, please copy and paste this link in your web browser:

http://conta.cc/2zcrawk

2018 Spring Classes:

Please note that we are no longer offering Continuing Education for your class attendance.  You are still able to request CE from The Institutes when registering for your national exam.

Denver, DTC, Colorado Springs, and Online Class Offerings:

APA-91 – Principles of Premium Auditing will be held on Monday’s from 4pm to 6pm, beginning on February 5th through April 16th at Pinnacol Assurance, 7501 E. Lowry Blvd., Denver.  This is one of the 3 foundation courses for the Associate in Premium Auditing Designation.  They include APA91, APA92, and CPCU520.  You are also required to complete either CPCU540 or CPCU552 in addition to completing Ethics 311 or Ethics 312.  The instructor will be Becky Garry, CPCU, APA, ARM, AU.

Topics Include:

  • Overview of premium auditing
  • Insurance law
  • Premium audit planning
  • Review of insured’s operations
  • Review of insured’s employees
  • Accounting system evaluation
  • Audit program design
  • Data verification and analysis
  • Premium audit report
  • Communication and premium auditing
  • Professionalism in premium auditing

CPCU-520 – Insurance Operations will be held on Tuesday evenings from 5:30 to 7:30pm MST, as a “Live Online Webinar” only beginning on February 6th through April 17th. The instructor will be Kay Ward, CPCU, AIS, ASC, AAI.  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.)     

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.

Topics Include:

  • Overview of Insurance Operations 
  • Insurance Regulation 
  • Insurance Marketing and Distribution 
  • The Underwriting Function 
  • Risk Control and Premium Auditing 
  • The Claim Function 
  • Actuarial Operations 
  • Reinsurance Principles and Concepts 
  • Business Needs and Information Technology Alignment 
  • Insurer Strategic Management 

CPCU-540 – Finance and Accounting for Insurance Professionals will be held on Tuesday evenings from 5:30 to 7:30pm beginning on January 30th through April 24th. Class will be held at Zurich, 5445 DTC Parkway, Suite 100, Greenwood Village, CO.  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. 

Topic Include:

  • Introduction to corporate finance and accounting
  • GAAP financial statements
  • GAAP financial statement analysis
  • Insurer statutory accounting
  • Insurer statutory annual statement analysis
  • Cash flow valuation
  • Bonds and stocks
  • Insurer investment portfolio management
  • Insurer capital needs and sources
  • Capital management
  • Mergers and acquisitions
  • The underwriting cycle

ARM-54 – Risk Assessment – will be held on Wednesday evenings from 5:30 to 7:30pm, beginning on January 31st through May 2nd at Zurich NA, 5445 DTC Parkway, Suite 100, Greenwood Village, 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.

Topics Include:

  • Introduction to risk management
  • Risk management standards and guidelines
  • Hazard risk
  • Operational, financial, and strategic risk
  • Risk management framework and process
  • Risk identification
  • Risk analysis
  • Risk treatment 
  • Big data analytics for managing risk
  • Capital investment and financial risk
  • Monitoring and reporting on risk

ARM-56 – Risk Financing will be held Tuesday and Thursdays from 12noon to 1pm at Pinnacol Assurance, 7501 E. Lowry Blvd, Denver, beginning on January 30th 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.

Topics Include:

  • Introduction to risk financing
  • Estimating hazard risk
  • Transferring hazard risk through insurance
  • Self-insurance plans
  • Retrospective rating plans
  • Reinsurance
  • Captive insurance
  • Contractual risk transfer
  • Transferring financial risk
  • Transferring hazard risk to the capital markets
  • Allocating costs of managing hazard risk

AINS-21 – Property and Liability Insurance Principals will be held on Tuesday’s from 5:30 to 7:30pm, beginning on January 30th through April 3rd, at American Family Insurances, 9510 Meridian Blvd., Englewood, CO. The instructor is James Peterson, CPCU.  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. 

Topics Include:

  • Understanding insurance
  • Insurers and how they are regulated
  • Insurer financial performance
  • Marketing
  • Underwriting and ratemaking
  • Claims
  • Risk management
  • Loss exposures
  • Insurance policies

Pre-recorded Class – Registration Option:

CPCU-500 – Foundations of Risk Management and Insurance is available for registration.  It is a pre-recorded online webinar class that was originally offered last semester.   Registration includes access to each chapter and review recordings as well as ability to contact the instructor with content questions.

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. 

Colorado Springs Classes:

ARM-54 – Risk Assessment – will be held on Wednesday’s from 5pm to 7pm, beginning on January 24th through April 11th, at D11, 711 E. San Rafael, Colorado Springs, CO  80903.  The instructor will be 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.  You could also use this course to complete your AINS designation as the Elective Course. 

Topics Include:

  • Introduction to risk management
  • Risk management standards and guidelines
  • Hazard risk
  • Operational, financial, and strategic risk 
  • Risk management framework and process
  • Risk identification
  • Risk analysis
  • Risk treatment 
  • Big data analytics for managing risk
  • Capital investment and financial risk
  • Monitoring and reporting on risk

API-28Personal Insurance: Underwriting & Marketing Practices - will be held on Thursday’s from 5pm to 7pm at California Casualty, 1650 Telstar Dr., Colorado Springs, CO, beginning on February 8th through April 12th.  The instructor is Melinda Patton, AINS.  This course is required for the API designation and can be used as an elective for the AINS designation.

Topics Include:

  • Introduction to personal insurance
  • Marketing personal insurance
  • Personal insurance underwriting
  • Underwriting personal autos
  • Underwriting miscellaneous vehicles
  • Underwriting residential property
  • Underwriting personal liability
  • Underwriting personal inland marine and personal watercraft
  • Underwriting personal umbrella

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 $315 to $325 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 April 15th, for the April 15 to June 15 window.

Added Bonus ---- If you take one of our courses, attend at least 75% of the “classroom” 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:

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


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