The Chartered Property and Casualty Underwriter (CPCU)
designation is acheived through a program provided
by the Insurance Institutes (American Institute for
CPCU and Insurance Institute of America). CPCU is
respected as the premier designation in property-casualty
insurance, and holding this designation immediately
identifies the insurance agent as a knowledgeable
and dedicated professional. The program focuses on
the legal, financial, and operational aspects of risk
management and insurance, as well as on financial
services.
CPCU 510—Code of Ethics, Risk, Understanding
Risk Management, Risk Assessment, Risk Control, Risk
Financing, Financial Services and Insurance Markets,
Insurance Mechanism, Insurable Risks, Legal Environment
of Insurance, Insurance Policy, Insurance Policy Analysis,
and Amounts Payable.
CPCU 520—Insurance Operations, Regulation of
Insurance, Insurance Marketing, Underwriting Property
Insurance, Underwriting Liability Insurance, Ratemaking,
Property Claim Adjusting, Liability Claim Adjusting,
Reinsurance, Insurer Financial Statements, Insurer
Financial Management, and Insurer Business Strategy
and Global Operations
CPCU 530—U.S. Law and Regulation; Contract
Law: Contract Formation, Agreement, Legal Capacity,
Consideration, Legal Purpose, Genuine Assent, Form,
Interpretation, and Obligations; Insurance Contract
Law; Commercial Law; Property Law; Tort Law: Negligence,
Intentional Torts, Products Liability, Environmental
Torts, Special Liability, and Litigation Concepts;
Agency Law; Insurance Applications of Agency Law;
Employment Law; Business Entities; and the International
Legal Environment of Insurance
CPCU 540—Basics of Corporate Finance, Financial
Statements, Sources of Additional Financial and Nonfinancial
Information, Financial Statement Analysis, Working
Capital Management, Time Value of Money, Discounted
Cash Flow Valuation, Bonds and Stocks, Operating Environment
and Corporate Finance, Insurer Investment Strategies,
Insurer Income and Dividend Policy, Insurer Capital:
Needs and Sources, Capital Structure of Insurers,
Making Capital Investment Decisions, and Mergers and
Acquisitions
CPCU 560—Financial Markets, Federal Reserve,
Money Markets, Bond Markets, Stock Markets, Derivative
Securities, Commercial Banks, Regulation of Commercial
Banks, Other Lending Institutions, Insurance Companies,
Securities Firms and Investment Banks, Mutual Funds,
Pension Funds, and Risks Incurred by Financial Institutions.
CPCU 551—Property Loss Exposures; Building
and Personal Property Coverage; Causes of Loss Forms;
Flood, Earthquake, and Specialty Forms; Business Income;
Inland Marine and Ocean Cargo; Crime; Equipment Breakdown;
Businessowners and Farmowners; and Surety Bonds.
CPCU 552—Liability Loss Exposures, Liability
Risk Control, General Liability Insurance, Business
Auto Insurance, Garage and Motor Carrier Insurance,
Workers’ Compensation and Employers’ Liability
Loss Exposures, Workers’ Compensation and Employers’
Liability Insurance, Management Liability Loss Exposures
and Insurance, Professional Liability Loss Exposures
and Insurance, Environmental Loss Exposures and Insurance,
Aviation Loss Exposures and Insurance, Excess and
Umbrella Liability Insurance, and Advanced Risk Financing
Techniques.
CPCU 553—Automobile Insurance and Society,
Personal Auto Policy, Homeowners Insurance, Other
Residential Insurance, Other Personal Property and
Liability Insurance, Personal Loss Exposures and Financial
Planning, Life Insurance, Health and Disability Insurance,
Investment Planning, Planning for Retirement, and
Estate Planning
Click
here for more information on the CPCU designation.