CPCU540, Finance and Accounting for Insurance Professionals (TWO DAY)

CE Information
Approved for 30 Massachusetts CE Credits

Instructor
Marc Cleary, CPCU, ARM

Class Dates
Meets April 2 & 9, 2020
From 8:30 AM to 4:30 PM

Location
The Insurance Library

Course Description
Topics covered: 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.

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Description

CE Information
Approved for 30 Massachusetts CE Credits

Instructor
Marc Cleary, CPCU, ARM

Class Dates
Meets April 2 & 9, 2020
From 8:30 AM to 4:30 PM

Location
The Insurance Library

Course Description
Topics covered: 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.