Recordings: CPCU 540 Finance and Accounting

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Immediate Access to Class Lectures

Live online class begins 1/21/20 and ends 3/24/20 Tuesdays at 7:30 – 9:00 pm ET

If you are joining the live weekly class, please make sure you read the first chapter, watch the lecture recording, and complete your course guide BEFORE class. The live class time will be student interactive application exercises. If you do not do the prep work prior to class, you will be lost.

To access over 15 hours of class recordings based on existing course materials, register to become a member of PrepAdemy by clicking the link above. To pay for access to the recordings: Once you receive your ID/password, navigate back to this page and click on the button “Register for $299” to pay for access to the recordings using a credit card. If you would like to pay by check please call 480-895-0060.

Order the “CPCU 540 Recommended Materials Package” (text and course guide) from The Institutes by calling 1-800-644-2101 or by visiting their website

CPCU 540 Finance and Accounting is one of multiple courses needed to earn the Chartered Property Casualty Underwriter designation. CPCU 540 is considered an advanced course.

Chapter 1 — Introduction to corporate finance and accounting
Chapter 2 — GAAP financial statements
Chapter 3 — GAPP financial statement analysis
Chapter 4 — Insurer statutory accounting
Chapter 5 — Insurer statutory annual statement analysis
Chapter 6 — Cash flow valuation
Chapter 7 — Financial Markets and Institutions
Chapter 8 — Bonds, Stocks, and Derivatives
Chapter 9 — Insurer investment portfolio management
Chapter 10 — Insurer capital needs and sources
Chapter 11 — Capital management
Chapter 12 — Mergers and acquisitions


These class recordings (combined with textbook and course guide study) will help guide you through the course and help you prepare to take the CPCU 540 exam at Prometric or at an Onsite testing center. Books and exam fees are not included in the cost of access to the class recordings. The fee to access the class recordings is $299.

Learn about the Chartered Property Casualty Underwriter designation program


CPCU 540 – Finance and Accounting for Insurance Professionals will help:

  • Effectively apply cash-flow valuation to your everyday work.
  • Support organizational goals by learning how to analyze financial statements and recognizing the significance of major developments in financial reporting.
  • Solidify your dedication to a successful insurance career with a well-rounded background in corporate finance and accounting.