Finance and Accounting For Insurance Professionals | The Institutes

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Finance and Accounting For Insurance Professionals

Finance and Accounting For Insurance Professionals
CPCU 540
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Understand how corporate finance and accounting apply to property-casualty insurers and noninsurers.


  • 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

Course Level


Suggested Self-Study Time

6-8 weeks



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Each course is supported with textbooks, practice exams and more

video iconNew! The CPCU 540 online course and course guide now include video study aids that offer an 11-hour comprehensive breakdown of key course topics.

Bottom-Line Benefits

Effectively apply cash-flow valuation to your everyday work.
Position yourself to make effective claim and underwriting decisions by having a clear understanding of cash-flow valuation methods.

Confidently understand corporate finance.
Support organizational goals by learning how to analyze financial statements and recognizing the significance of major developments in financial reporting.

Demonstrate your commitment to your career.
Solidify your dedication to a successful insurance career with a well-rounded background in corporate finance and accounting.

"Getting the CPCU designation was the best move I ever made..."

David S. Hershey, CPCU, ARM
Risk Manager
Sprague Energy/ Lexa International

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