Spring 2014 Education Program Schedule

Tue, 01/07/2014 - 15:43
by Gayle Hise

Colorado CPCU Society Chapter Insurance Education Program

Our program offers insurance education classes in the fall, spring, and summer.  For this spring, some of our classes begin in late January.  There are many classes to choose from in the Denver Metro Area and in Colorado Springs.

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 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 session, be contact Gayle Hise at coloradoinsed@gmail.com

The Annual Meeting & Seminar, which includes the CPCU conferment ceremony, will be in Hawaii in 2016.  You have time to attain the CPCU designation!  Consider beginning your journey now.

 

Spring 2014 – Class Offerings include:

In the DTC area:

CPCU-530 – Business Law for Insurance Professionals will be held on Monday’s from 5:00pm to 7:00pm at Allied/Nationwide, 7979 E. Tufts, Suite 1700, Denver, beginning on February 3rd through April 14th. The instructor is Shelley Johnson, 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-540 – Finance and Accounting for Insurance Professionals will be held on Wednesday evenings from 5:30 to 7:30pm, beginning on January 29th through April 23rd at Allied/Nationwide, 7979 E. Tufts, Suite 1700, Denver.  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-551 – Commercial Property Risk Management & Insurance will be held on Wednesday evenings from 5:30 to 7:30pm at Colony Specialty Insurances at 8450 E. Crescent Parkway, Suite 300, Greenwood Village, CO 80111, beginning on January 22nd through April 23rd.  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.)

AIC-32- Liability Claim Practices will be held on Wednesday evenings from 5:30 to 7:30pm beginning January 29th through April 16th, at Allied/Nationwide, 7979 E. Tufts, Suite 1700, Denver 80111.  The instructor will be David Head, CPCU, AIC, ARM.  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.

AIC-31 – Property Claim Practices will be held on Wednesday evenings from 5:30 to 7:30pm, beginning on January 29th through April 16th at American Family Insurance, 9510 Meridian Blvd., Englewood, CO  80112.  The instructor is Joseph Barbara, CPCU, AIC, ARM, ARe, ALCM, ARP.  AIC31 is one of the courses required for the AIC designation as you follow the Property Completion Track.  This class is private meaning that only American Family employees are allowed to register and attend this class.

ARM-54 – Risk Management Principles and Practices will be held on Wednesday evenings from 5:30pm to 7:30pm beginning January 29th through April 16th at Willis of Colorado, 2000 S. Colorado Blvd., Tower II, Suite 900, Denver, CO  80222.  The instructor is Christopher Hansen, MBA, CPCU, AU, ARM, CIC.  ARM 54 is one of 3 required courses to complete your Associate in Risk Management designation as well as Ethics 311 or Ethics 312. It is an elective course for the Associate in General Insurance (AINS) designation.

In the Denver West Area, we are offering:

CPCU-520 – Insurance Operations will be held on Wednesday evenings from 5:30pm to 7:30pm, beginning February 5th through April 16th, at Safeco Insurances, 14123 Denver West Parkway, Golden, CO  80401.  CPCU-520 is one of the 4 required courses for the CPCU designation and can be used as an elective for the AINS designation.

In the Downtown Denver Area, we are offering:

ARM-54 – Risk Management Principles and Practices will be held on Thursday evenings from 5:30pm to 7:30pm beginning January 30th through April 17th at AIG, located at 1225 17th Street, Suite 1700, Denver, CO  80202.  The instructor is Christopher Hansen, MBA, CPCU, AU, ARM, CIC.  ARM 54 is one of 3 required courses to complete your Associate in Risk Management designation as well as Ethics 311 or Ethics 312. It is an elective course for the Associate in General Insurance (AINS) designation.

In the Lowry (SE Denver) Area, we are offering the following courses:

AU-60 – Commercial Underwriting Principles will be held on Thursday’s from 4:30pm to 6:30pm, beginning on February 20th through April 17th at Pinnacol Assurance, 7501 E. Lowry Blvd., Denver, CO  80230.  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.

AINS-22 – Personal Insurance will be held on Tuesday evenings from 5:00pm to 7:00pm beginning on January 28th through April 15th, at Pinnacol Assurance, located at 7501 E. Lowry Blvd., Denver, CO  80230.  The instructor is Sherrie Gibson, CPCU.  This course can be used for the personal lines track of the AINS designation.  It is a required course for the Associate in Personal Insurance designation.

AINS-23 – Commercial Insurance will be held on Wednesday evenings from 5:00pm to 7:00pm at Pinnacol Assurance, beginning on January 29th through April 16th, 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 an elective for the AU designation.

ARM-55 – Risk Assessment and Treatment will be held on Thursday evenings from 5:30 to 7:30pm beginning on January 30th through April 17th, at Pinnacol Assurance, located at 7501 E. Lowry Blvd., Denver, CO  80230.  The instructor is David Head, CPCU, ARM.  This is one of the 3 require courses for the ARM (Associate in Risk Management) designation.  You are also required to complete either the online Ethics 311 or Ethics 312.

Colorado Springs classes include:

AIC-40 Personal and Commercial Auto Coverages will be held on Thursday evenings from 4:30pm to 6:30pm at AAA Insurance Exchange, 5775 Mark Dabling Blvd., Building #3, Colorado Springs, CO beginning on February 6th through March 27th.  The instructor is Robert Smith, AIC.  This course is included within the Personal Auto Track.  AIC40 can be waived by passing one of the following course combinations: AINS 22 and 23; ARe 143; CPCU 551, 552, and 553; CPCU 551, 552, and 555; CPCU 553 and 557; CPCU 555 and 557. Currently there are 4 courses in this track plus Ethics 311.  You do have a choice of 5 different AIC designation completion tracks.  Check them out at www.TheInstitutes.org

AINS-21 – Property and Liability Insurance Principals will be held on Thursday evenings from 5:00pm to 7:00pm, beginning on February 6th through April 10th, at California Casualty, 1650 Telstar Drive, Colorado Springs, CO.   The instructor is Kent Rapp, 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.

CPCU-500 – Foundations of Risk Management and Insurance will be held on Tuesday evenings from 5pm to 7pm beginning on January 28th through March 25th, at California Casualty, 1650 Telstar Dr., Colorado Springs, CO.  The instructor is John Putnam, CPCU, ARM.  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.

The 3 above-mentioned courses are public/open registration classes, meaning that you are welcome to attend the classes at AAA Insurance Exchange and California Casualty.

Colorado Springs - USAA classes:

**Please remember that the USAA courses are considered private, which means they are for their employees only.

CPCU-530 – Business Law for Insurance Professionals will be held on Tuesday’s beginning January 14th through March 25th, from 6:00pm to 8:00pm at USAA, 1855 Telstar Drive, Colorado Springs, CO.  The instructor is Carrie Lignos, 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.)

CPCU-520 – Insurance Operations will be held bi-weekly on Tuesday and Thursday’s from 12 to 1pm, beginning on January 21st through April 10th, at USAA, 1855 Telstar Dr., Colorado Springs, CO.  The instructor is Cara Whitsell, CPCU.  This course is being offered to “exempt employees only”.  CPCU-520 is one of the 4 required courses for the CPCU designation and can be used as an elective for the AINS designation.

CPCU-500 – Foundations of Risk Management and Insurance will be held on Wednesday evenings from 6pm to 8pm beginning on January 15th through March 12th, 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.

AINS-21 – Property and Liability Insurance Principals will be held on Tuesday’s beginning on January 14th through March 18th, from 6pm to 8pm, at USAA, 1855 Telstar Dr., Colorado Springs, CO.  The instructor is Stephanie Pentycofe, CPCU, MBA, API.  AINS-21 is a required course for the Associate in Personal Insurance (API) designation, and the Associate in Claims (AIC) designation.

There are 3 course path choices to attain the AINS designation.  You can choose to follow the Traditional Track (AINS21, 22, 23) or the Personal Lines Track (AINS21, 22, and an elective) or the Commercial Lines Track (21, 23, and an elective).

AINS-22 – Personal Insurance will be held on Tuesday’s from 6pm to 8pm, beginning January 14th through April 1st, 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 designation.

As noted previously, you can create a great 5 year goal by combining and completing the AINS program in addition to the CPCU program.

Review your Progress Tracker at www.TheInstitutes.org to assist you in charting your insurance education path.

Additional Website Information:

If you have an interest in a classroom setting, please visit http://colorado.cpcusociety.org and access our insurance class registration link that is located within our Insurance Education Program tab.  Or, if you or someone you know is looking for a particular class, 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.

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

 

Upcoming Conferment and Annual Meeting Locations

2014 – September 20-23- Anaheim, CA

2015 – October 3-6 – Indianapolis, IN

2016 – September 17-20 – Honolulu, HI

Check with your employer, as many cover your expenses to attend the conferment and annual meeting once you have passed your final CPCU course.  (To qualify for a current year’s location, you must pass your final exam by June 15th of that year.)

 

Course Leaders

All of our course leaders have many years of industry experience.  They either have their CPCU designation or at least the designation for the course they teach.  A few may have advanced degrees germane to the subject, i.e., a lawyer teaching CPCU530 – Business Law for Insurance Professionals.

The Institutes have recognized several of our course leaders as “Outstanding Course Leaders” whose class pass ratios have exceeded the national pass ratios.  For the last few semesters, the majority of our classes have pass ratios exceeding the national average.

Most recently, Sherrie Gibson and Kay Ward received the Jack F. Derrickson Award for outstanding course leaders.  Sherrie in 2009 and Kay in 2010.  Quite the recognition for these two course leaders and for our program.

Please continue to visit this site: http://colorado.cpcusociety.org as well as ColoradoChapterInsuranceClassRegistration to register for classes or to request classes.

Thank you for your interest in Insurance Education.

 


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