Apr 26

CPCU 540: Impacting the Bottom Line of Insurance Financials (hybrid course)

04/26/22 4:00pm to 07/12/22 6:00pm

CPCU 540: Impacting the Bottom Line of Insurance Financials will be held both virtually and in a classroom setting on Tuesdays* from April 26 - July 12th. The class will meet for a total of 12 weeks, going through 11 CPCU 540 modules and meeting for a final review of all material.


*On the week of Juneteenth, a virtual course will be presented live on Monday, 6/20. If you cannot attend on Monday, we will do our best to record the session and have it available for viewing on Tuesday when the class normally meets.

04/26/22 4:00pm to 6:00pm
Assignment 1: Understanding Which Numbers Matter
Jeffrey Fields
05/03/22 4:00pm to 6:00pm
Assignment 2: Deciphering GAAP Financial Statements
05/10/22 4:00pm to 6:00pm
Assignment 3: Leveraging GAAP Financial Data
05/17/22 4:00pm to 6:00pm
Assignment 4: Deciphering Insurer Financial Statements
05/24/22 4:00pm to 6:00pm
Assignment 5: Leveraging Insurer Financial Data
05/31/22 4:00pm to 6:00pm
Assignment 6: Understanding Corporate Investment
06/07/22 4:00pm to 6:00pm
Assignment 7: Following the Money in Financial Markets
06/14/22 4:00pm to 6:00pm
Assignment 8: Making Sense of Stocks and Bonds
06/20/22 4:00pm to 6:00pm
Assignment 9: Maximizing Insurer Investment Income
06/28/22 4:00pm to 6:00pm
Assignment 10: Meeting Insurer Capital Needs
07/05/22 4:00pm to 6:00pm
Assignment 11: Breaking Down Capital Requirements
07/12/22 4:00pm to 6:00pm
Review of all Material / Exam Prep

Jeffrey Fields


VIRTUAL weeks: 4/26, 5/17, 6/20, 7/5


CLASSROOM weeks: 5/3, 5/10, 5/24, 5/31, 6/7, 6/14, 6/28, 7/12

   Amica Mutual Insurance Company, Rotary Room

   100 Amica Way, Lincoln RI 02865

   park in Visitors area, enter building vestibule, press button for security

   to unlock door, proceed up the stairs to the Rotary Room (1st floor)

Event Materials


For study materials and exam registration, visit https://www.theinstitutes.org/ or call The Institutes at 800-644-2101.