Recordings: CPCU 540 Finance and Accounting

You must be a member to view class content and register for classes. Please Login or register for free.

Immediate Access Class Lectures

The CPCU 540 live and online weekly class based on the new textbook materials has concluded. Realizing that there may be students who already have their CPCU 540 textbooks, and who want to take the CPCU 540 exam before the next live and online weekly class is offered, registration for access to the previous weekly class recordings, downloadable notes pages, and chat tips is available now. The next live and online weekly class for CPCU 540 will be offered beginning in May 2018.

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 — Bonds and stocks
Chapter 8 — Insurer investment portfolio management
Chapter 9 — Insurer capital needs and sources
Chapter 10 — Capital management
Chapter 11 — Mergers and acquisitions
Chapter 12 — The underwriting cycle


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.