CPCU® 540 FULL COURSE

AssociatePI is owned and managed by CPCU® designees. Our courses and practice exams are written by CPCU® designees that have passed their exams and earned their designation.

We have been in your shoes. We know how difficult these exams are. We know how overwhelming it is to study and memorize the hundreds of pages of complex insurance topics. That’s why we designed our online course that simplifies the studying process, helping you better prepare to pass your exam with less stress and less studying.

We write our online courses to simplify the studying process, conveying the topics in simple terms and plain English. We make it easy to read, comprehend, and consume the abundance of complex content.

This course will cover every topic and minor details that may appear on the CPCU® 540 exam. This course is updated according to the latest edition of the CPCU® 540 exam, this course is up to date with the current content of the exam.

 

PASS THE CPCU® 540 – GUARANTEED

Pass your CPCU® 540 exam using our Full Online Course or your full money back, guaranteed. If you don’t pass your exam using our Full Online Course, we will issue you a full refund for the cost of the program.

 

COURSE BENEFITS

Stop struggling. It’s time to study with less stress. With an online course that simplifies the difficult CPCU® topics, helping you easily navigate the overwhelming content to comprehend the complex concepts and pass in less time with less studying.

Course benefits include:

  • EASY TO READ. EASY TO COMPREHEND – No more long drawn out overwhelming textbooks. We write our online courses to simplify the studying process, conveying the topics in simple terms and plain English.
  • FULLY PREPARED TO PASS – Fully prepare to pass the exam. No more struggling to recall information when taking your exam, no more forgetting the minor details, and no more uneasy feelings of unpreparedness when you sit for the exam.
  • PASS YOUR EXAM (99% PASS RATE) – No more stress. You are going to pass. Thousands have used the AssociatePI program to pass their exams, with a 99% exam pass rate (compared to the industry average 70% pass rate).
  • STUDY FASTER (PASS IN JUST TWO WEEKS) – Stop wasting your time. You no longer need to study for 8 weeks to pass your exam (the industry recommended study time).
  • BY CPCU® DESIGNEES FOR CPCU® STUDENTS – AssociatePI is owned and managed by CPCU® designees. Our courses and practice exams are written by CPCU® designees that have passed their exams and earned their designation.
  • ONLINE. MOBILE. PRINTABLE – Your online course is completely online, mobile compatible, printable, and available as an app. Suitable for any studying style.

 

COURSE INCLUDES

Easier Studying. Faster Studying. Pass GUARANTEED (or your money back).

Stop wasting your time studying. It’s time to pass in less time with less studying. Pass the CPCU® 540 exam in just two weeks of studying (with a 99% pass rate).

Course includes:

  • COMPLETE ONLINE COURSE – Covers everything that will be on the exam. Designed for faster, easier studying. Completely online and downloadable as a PDF for those that would rather print a physical copy of the course.
  • MEMORIZE THE FORMULAS – A section for each chapter dedicated to helping you memorize the formulas (the hardest part of the CPCU® 540). Including a unit and quiz of each chapter dedicated to reviewing the most important formulas, ensuring you grasp the primary concepts (there are 80+ formulas to memorize for this exam).
  • FILL IN THE BLANK STUDY GUIDE – Designed to ensure you take notes on the most important topics.
  • 440+ PRACTICE QUESTIONS – Quiz questions for each topic of the CPCU® 540 exam to ensure you grasp the main concepts.
  • 2 COMPLETE PRACTICE EXAMS – 85 questions each, formatted exactly like the actual CPCU® 540 exam (with the same number of exam questions) to give you a “real exam” feel.
  • QUIZ EXPLANATION – Detailed explanation about the correct answer for every quiz question.
  • CPCU® INSIGHT – Course includes our insight detailing what to expect from each chapter on the CPCU® 540 exam, detailed answer explanation of each quiz question, and our personal email support to provide advice on any question or exam topic.
  • MOBILE APP – Download the AssociatePI mobile App and study on the go! Perfect for your commute to work.
  • MONEY BACK GUARANTEE – Pass the CPCU® 540 exam with our Full Course or your full money back, guaranteed.
  • 99% SUCCESS RATE – We have helped thousands of students pass their CPCU® exams. In that time, only a few students have failed.

 

COURSE TOPICS

This course covers the following topics:

  • Finance and Accounting
  • Financial Statements
  • Analyzing Statements
  • Statutory Accounting
  • Insurance Annual Reports
  • Financial Valuations
  • Investment Market
  • Investing
  • Investment Portfolio
  • Insurer Capital
  • Managing Capital
  • Changing Ownership

 

Please see below for the full course curriculum.

 

COURSE FAQ

Q: What Type Of Course Is This?

A: This course is entirely online and self-study. Study at your own pace and navigate through our series of text-based modules, quizzes, and practice exams. The online course is mobile compatible and hosted on AssociatePI’s website. You will be prompted to create an account, your account will sync with your online course. To access your course, log in to AssociatePI with your username and password.

 

Q: Do I Need To Purchase The Textbooks Or Any Other Study Material For Your Course?

A: Nope! Our course covers everything that could possibly be on the exam in extreme detail, no need for other supplemental study material.

 

Q: What Edition Of The Course Is This?

A: This course is updated according to the latest edition of the exam; this course is up to date with the current exam content. Whenever the exam changes we update our online course to reflect the new content.

 

Q: The Content Of The Exam Is Changing. Do I Need To Purchase A New Course?

A: Nope! Our courses are automatically updated, at no cost to the user, each time the exam content changes. Whenever the exam changes we update our online course (during the downtime so it doesn’t disrupt studying) to reflect the new content. No need to buy a new course, your online course will always reflect the most up to date exam content.

 

Q: What’s Different About Your Course?

A: The major benefit of our online course is that each section and question was handcrafted by a CPCU® expert that has passed the CPCU® 540 exam, meaning we know exactly which topics are important and how the questions are formatted. By replicating the questions as closely as possible to the actual CPCU® 540 exam, we give our course and practice exams a “real exam” feel, helping our users better prepare for their exam.

 

Q: How Do I Know It Works?

A: Our online courses, practice exams, and resources have been used by thousands of personal and commercial insurance employees. We’ve personally helped thousands complete their CPCU® designation and most even come back to help us improve our courses after they pass!

 

TESTIMONIALS

I studied only 2 to 3 weeks per exam

“If you’re looking for a worthwhile alternative to combing through the textbooks, look no further. The interface is simple to use, and the information is streamlined and presented in an efficient manner. I studied an average of only 2-3 weeks per exam, and I felt well-prepared for each. AssociatePI is a total game changer. 10/10 would recommend.”

John D. Lloyd – Underwriter

Passed CPCU® 500, CPCU® 520, CPCU® 530, and CPCU® 540 with AssociatePI

Translated in an easier to understand format

“I ran into a brick wall with Finance and Accounting (CPCU® 540). There were so many formulas to comprehend and memorize, I just felt overwhelmed with all the material. Unfortunately, I took my exam and was unable to pass it my first go through. As you may know, the exams are not cheap, and I was determined not to waste my money on a failed attempt again. That’s when I stumbled across AssociatePI. I couldn’t have been more pleased. They were able to condense the information down and able translate it in an easier to understand format. I found this an excellent tool, and would recommend to anyone looking for an edge to get over the hump. No testimonial would be complete without the results; I passed!”

Wes Reynolds – Risk Management Associate

Passed CPCU® 540 with AssociatePI

Course curriculum

  • 1

    Before You Begin

    • Before You Begin: How to Use This Course

    • Before You Begin: Download Study Guide - CPCU® 540

    • Before You Begin: Money Back Guarantee

    • About Exam - CPCU®540

    • Before You Begin – Here to Help

  • 3

    Section II: Financial Reports

    • Section II – Before You Begin

    • Financial Reports – Types

    • Financial Reports – Balance Sheet

    • Financial Reports – Balance Sheet Recap Quiz

    • Financial Reports – Income Statement

    • Financial Reports – Income Statement Recap Quiz

    • Financial Reports – Statement of Cash Flows

    • Financial Reports – Statement of Cash Flows Recap Quiz

    • Financial Reports – Statement of Changes in Shareholders’ Equity

    • Financial Reports – Statement of Changes in Shareholders’ Equity Recap Quiz

    • Financial Reports – Disadvantages

    • Financial Reports – Disadvantages Recap Quiz

    • Financial Reports – GAAP Insurance Company

    • Financial Reports – GAAP Insurance Company Recap Quiz

    • Financial Reports – Insurer Additional Information

    • Financial Reports – Insurer Additional Information Recap Quiz

    • Section II – Formulas

    • Section II – Formulas Recap Quiz

    • Section II – Final Review

  • 4

    Section III: Analyzing Financial Reports

    • Section III – Before You Begin

    • Analyzing Financial Report – Methods

    • Analyzing Financial Report – Methods Recap Quiz

    • Analysis Method –Ratio

    • Analysis Method – Ratio Recap Quiz

    • Analysis Method – Trend

    • Analysis Method – Trend Recap Quiz

    • Analysis Method – Vertical

    • Analysis Method – Vertical Recap Quiz

    • Section III – Formulas

    • Section III – Formulas Recap Quiz

    • Section III – Final Review

  • 5

    Section IV: SAP – Insurance Company

    • Section IV – Before You Begin

    • SAP – Insurance Company

    • SAP – Insurance Company Recap Quiz

    • SAP – Annual Statement

    • SAP – Annual Statement Recap Quiz

    • Section IV – Formulas

    • Section IV – Formulas Recap Quiz

    • Section IV – Final Review

  • 6

    Section V: Annual Reports – Insurance Company

    • Section V – Before You Begin

    • Annual Statement – Overview

    • Annual Statement – Overview Recap Quiz

    • Annual Statement – Insurer Capacity

    • Annual Statement – Insurer Capacity Recap Quiz

    • Annual Statement – Insurer Liquidity

    • Annual Statement – Insurer Liquidity Recap Quiz

    • Annual Statement – Insurer Profitability

    • Annual Statement – Insurer Profitability Recap Quiz

    • NAIC – Insurance Regulatory Information System

    • NAIC – Insurance Regulatory Information System Recap Quiz

    • Insurance Company Rating – A.M. Best

    • Insurance Company Rating – A. M. Best Recap Quiz

    • Section V – Formulas

    • Section V – Formulas Recap Quiz

    • Section V – Final Review

  • 7

    Section VI: Financial Valuations

    • Section VI – Before You Begin

    • Valuations – Present Value

    • Valuations – Present Value Recap Quiz

    • Valuations – Uneven Payments

    • Valuations – Uneven Payments Recap Quiz

    • Valuations – Net Present Value

    • Valuations – Net Present Value Recap Quiz

    • Valuations – Future Value

    • Valuations – Future Value Recap Quiz

    • Valuations – Rate of Return

    • Valuations – Rate of Return Recap Quiz

    • Section VI – Formulas

    • Section VI – Formulas Recap Quiz

    • Section VI – Final Review

  • 8

    Section VII: The Investment Market

    • Section VII – Before You Begin

    • Investment Market – Overview

    • Investment Market – Overview Recap Quiz

    • Investment Market – Types

    • Investment Market – Types Recap Quiz

    • Investment Market – Risk

    • Investment Market – Risk Recap Quiz

    • Investment Market – Intermediary

    • Investment Market – Intermediary Recap Quiz

    • Investment Market – Technology

    • Investment Market – Technology Quiz Recap

    • Section VII – Final Review

  • 9

    Section VIII: Investing

    • Section VIII – Before You Begin

    • Stock Investing – Overview

    • Stock Investing – Overview Recap Quiz

    • Stock Investing – Price Analysis

    • Stock Investing – Price Analysis Recap Quiz

    • Stock Investing – Rate of Return

    • Stock Investing – Rate of Return Recap Quiz

    • Bond Investing – Overview

    • Bond Investing – Overview Recap Quiz

    • Bond Investing – Types

    • Bond Investing – Types Recap Quiz

    • Bond Investing – Rate of Return

    • Bond Investing – Rate of Return Recap Quiz

    • Section VIII – Formulas

    • Section VIII – Formulas Recap Quiz

    • Section VIII – Final Review

  • 10

    Section IX: Investment Portfolio

    • Section IX – Before You Begin

    • Portfolio – Measuring Risk

    • Portfolio – Measuring Risk Recap Quiz

    • Portfolio – Managing Risk

    • Portfolio – Managing Risk Recap Quiz

    • Portfolio – Insurer Investment Regulations

    • Portfolio – Insurer Investment Regulations Recap Quiz

    • Portfolio – Bond Investments

    • Portfolio – Bond Investments Recap Quiz

    • Section IX – Formulas

    • Section IX– Formulas Recap Quiz

    • Section IX – Final Review

  • 11

    Section X: Insurer – Financial Capital

    • Section X – Before You Begin

    • Insurer – External Capital

    • Insurer – External Capital Recap Quiz

    • Insurer – Internal Capital

    • Insurer – Internal Capital Recap Quiz

    • Capital – Dividend Consideration

    • Capital – Dividend Consideration Recap Quiz

    • Section X – Final Review

  • 12

    Section XI: Manage Company Capital

    • Section XI – Before You Begin

    • Company Capital – Structure

    • Company Capital – Structure Recap Quiz

    • Company Capital – Economic Capital

    • Company Capital – Economic Capital Recap Quiz

    • Company Capital – Using Debt

    • Company Capital – Using Debt Recap Quiz

    • Company Capital – Insurer Requirements

    • Company Capital – Insurer Requirements Recap Quiz

    • Company Capital – ORSA

    • Company Capital – ORSA Recap Quiz

    • Section XI – Formulas

    • Section XI – Formulas Recap Quiz

    • Section XI – Final Review

  • 13

    CPCU® 540 Practice Exams

    • CPCU® 540 Practice Exam 1

    • CPCU® 540 Practice Exam 2