IIA/CPCU CLASSES
Sponsored by the Pacific Northwest Chapter
& Lake Washington Chapter
Chartered Property Casualty Underwriters
“A mind once expanded by a new idea, never returns to its original dimensions.” Oliver Wendell Holmes
Programs of Personal Achievement
You are invited to join the many professionals in the insurance industry who have earned recognition through the IIA and CPCU programs. Challenge yourself – achieve professional stature by completing one or more of the finest insurance education programs available.
Sponsored by the Pacific NW and Lake Washington Chapters, CPCU
Chapters are comprised of members who have attained the CPCU designation and are committed to the highest ethical and professional standards. Continuing education of insurance industry employees is one of the Chapters’ key objectives. The goal is to offer high quality classes convenient for those wishing to pursue professional development.
The Road to Professional Development
To get started consult your supervisor or other advisors regarding your career plans.
Many people find it beneficial to have a “personal sponsor” while pursuing their designation. This sponsor is a CPCU who has volunteered to act as an advisor and supporter for students in the program. If you wish to take advantage of this service, please contact the Candidate Development Committee (206-285-4066) or any chapter officer.
Continuing Education Credits
The WA State Insurance Commissioner has determined that courses listed in this catalog can be used to satisfy continuing education requirements. There are two ways to earn credits: 1) attend 80% of classes (24 credits for IIA, 24 credits for CPCU); or 2) pass the national exam (24 credits IIA, 24 credits CPCU).
Classroom Locations:
Crawford & Company
1407 116th Ave. NE, Suite 222, Bellevue, WA 98004
From I-405 in Bellevue take the NE 8th Exit (follow east). Go north on 116th Ave NE (follow signs for Overlake Hospital) to NE 12th. Go through the intersection and turn into the first driveway on the left past the signal. Parking available.
PEMCO
325 Eastlake Ave East, Seattle 98109
From I-5 (N or S) take the Mercer Street Exit. Proceed to the light at the end of the off ramp (intersection w/Fairview) and turn left. Proceed south on Fairview and turn left onto Thomas Street. Proceed east for 3 blocks. Turn left onto Eastlake Ave East. PEMCO is on your left.
Park in the upper level open air parking section designated Parking Lot 9. Walk to the small building noted elevators/stairs. Go inside this bldg, walk down to the 3rd floor and cross the alley to the main bldg. Sign in with security. Ask attendant for the classroom location.
Unigard (Bellevue)
15805 NE 24th Street, Bellevue, WA 98008
From 520, take the 148th South exit, remain in left lane and proceed south to NE 24th. Turn left (east) on NE 24th and proceed to Unigard Park at 156th Street. Park in the lot across from the flag pavilion’s main entrance. Go to main lobby and sign in. You will be escorted to the classroom.
Parker Smith & Feek (Bellevue)
2233 112th Ave NE, Bellevue, WA 98004
Traveling north or south on 405 in downtown Bellevue, exit west on NE 8th Street. Take right turn immediately onto 112th Ave NE (first street after exiting freeway). Travel about six blocks north. Parker Smith & Feek will be on your left before you reach NE 24th Street.
Program in General Insurance (INS Series)
Three-semester program leading to the IIA Certificate in General Insurance.
About the Program
This program deals with the major principles of insurance, the principal provisions of the most widely used personal and commercial property and liability contracts, as well as life and health policies and the relationship between insurance theory and practice. Recommended for persons who require an understanding of insurance contracts and functions.
Sequence: Candidates should begin with INS 21. Other courses can follow in either order.
Length of course: 10 weeks for INS 21 - 12 weeks for INS 22 & INS 23
INS 21 Property and Liability Insurance Principles: What Insurance Is, Who Provides Insurance, How Insurance Is Regulated, Measuring the Financial Performance of Insurers, Marketing, Underwriting, Claims, Insurance Contracts, Property Loss Exposures and Policy Provisions, Liability Loss Exposures and Policy Provisions, and Risk Management
Tuesdays: 5:00-7:00pm Starting September 9
Location: Unigard Instructor: Sandi Medendorp, CPCU
INS 22 Personal Insurance
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
Tuesdays: 5:00-7:00pm Starting September 9
Location: Unigard Instructor: Dave Mandt, CPCU
Associate in Claims Program (AIC)
Four-semester program leading to the Associate in Claims designation. See the AICPCU/IIA website for more details of the various paths to earn this designation.
About the Program
This program deals with understanding the essentials of insurance coverage, legal liability, and damages, which are necessary for settling claims, as well as communication skills and attitudes essential to serving customers.
Recommended for (1) experienced claims adjusters, supervisors and examiners who have a strong knowledge of insurance claim practices but minimal formal study of insurance, legal and claim principles that underlie those practices and (2) others in insurance and insurance related occupations who work with claims.
Sequence: Recommend candidates take AIC 33 first, with other courses taken in any sequence.
Length of course: 13 weeks.
AIC 33 The Claims Environment
Claim Management; Communication and Negotiation Skills; Quality Claim Practices; Law and the Legal System; Fraud and Bad Faith
Tuesdays 5:00-7:00pm Starting: September 9
Location: Crawford (Belleuve) Instructor: Detta Hanson, AIC, CPIW
Associate in Risk Management Program (ARM)
Three-semester program leading to the Associate in Risk Management (ARM) designation.
About the Program
Identification and evaluation of loss exposures, analysis of risk controls and financing techniques for each exposure, selection of the most effective risk management alternative, and ways to implement and monitor selected risk control and risk financing techniques. Recommended for risk managers, safety personnel, underwriters and insurance producers and consultants who provide risk management counseling.
Sequence: Candidates should begin with ARM 54. Other courses can follow in either order.
Length of Course: 13 weeks
ARM 54 Establishing Risk Management Programs; The Risk Management Process; Legal Foundations of Liability Loss Exposures; Assessing Property, Liability, Personnel, and Net Income Loss Exposures; Management Liability and Corporate Governance; Forecasting Losses; and Cash Flow Analysis.
Thursdays: 5:00-7:00pm Starting: September 11
Location: Parker, Smith & Feek Instructor: Keith Mitchell, CPCU
Bellevue
Chartered Property Casualty Underwriter Program (CPCU)
Eight course program leading to the CPCU designation and diploma. Of the eleven courses offered, the designation requires passing a minimum of five foundation courses, plus three courses from either the commercial or personal concentration as well as having a minimum of three years’ experience in the insurance industry.
About the Program
Introducing the new CPCU curriculum to better meet the needs of todays risk management and insurance professionals. This program covers a broad range of insurance risk management and general business topics. Insurance and risk management principles are described and applied to the treatment of personal and commercial loss exposures. The operational functions performed by insurers in providing insurance protection are examined in depth and the entire field of insurance is examined within the framework of business law. Both insurers and insureds operate within a business setting, and the CPCU curriculum recognizes this by including courses on management, economics, accounting and finance.
Recommended for experienced insurance personnel who have a strong knowledge of insurance practices and some formal study of insurance principles.
Sequence: Either CPCU 510 or CPCU 520 is a good starting course. However, students can take courses in any sequence according to their background, work experience, needs or interests.
Length of course: 16 weeks.
CPCU 540 Business & Financial Analysis for Risk Management & Insurance Professionals
Corporate Finance; Financial Statements and Taxes; Time Value of Money; Discounted Cash Flow Valuation; Interest Rates and Bond Valuation; Stock
Valuation; Net Present Value and Other Investment Criteria; Capital Investment Decisions, Project Analysis and Evaluation; Capital Market History; Risk Metrics; Cost of Capital, Financial Leverage and Capital Structure Policy; Cash and Liquidity Management; Financial Engineering; Mergers and Acquisitions
Tuesdays: 5:00-7:00pm Starting: September 9
Location: PEMCO Instructor: Karin Nilsson, CFP, CPCU
CPCU 553 Survey of Personal Risk Management, Insurance & Financial Planning
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 (Coincides with INS 22 for first 12 weeks but then continues for 3 more weeks.)
Tuesdays: 5:00-7:00pm Starting: September 9
Location: Unigard Instructor: Dave Mandt, CPCU
Enrollment
All IIA and CPCU classes should be registered in advance by mail. The registration form is included in this catalog. Please print or type all information called for in the form, make check payable as indicated and mail to the address shown on the registration form.
Tuition
All Classes: $185
To guarantee space, your registration and check must be received by August 29, 2008. Registration is permitted after the deadline date. To check for space availability contact
Marcia Bartlett at 206-285-4066.
Tuition refunds may be requested by notifying Marcia Bartlett. Refunds will be paid to the person or organization who issued the original payment and will be made in accordance with the following schedule:
On or before the second night of class 90% refund
On or before the fourth night of class 50% refund
After fourth night of class No refund
To minimize expenses we do not send registration confirmations. Assume you are enrolled and that the class will commence as scheduled. You will be contacted if there is a change. If you think your registration may not be received by the first day of class, still attend class. We make every effort to find space for all students.
It is recommended that you keep a photocopy of your completed registration form and that you note the class location, date and time. The first day you will be directed to the specific classroom or conference room. Be prepared to discuss the first chapter on the first night of class.
Study Materials
First check with your employer to see what arrangements exist to obtain study materials. Textbooks and course guides can be ordered directly from the Institute by calling customer service at 1-800-644-2101 (Monday – Friday, 8:00am to 6:00pm eastern time) or by logging onto www.aicpcu.org and clicking on the “online shopping tab.” Order textbooks for the January 15 - March 15, 2009 testing window. Payment is by either credit card or check made payable to the American Institute. Allow enough time for delivery. Overnight or next day service is available for an additional charge.
National Exams and Waivers
For national exam information, log onto the web site at www.aicpcu.org. Information on how to register is in the course guide. Call 1-800-644-2101 for any questions about exam registration. Exam fees are not included in tuition fees paid to the Pacific Northwest Chapter.
Chapter Contact
The contact person for our Chapters’ educational courses is Marcia Bartlett. If you need additional catalogs or information, leave your name, address and phone number. We will send the requested information or follow up with a phone call or e-mail during normal business hours.
Voice mail: 206-285-4066 Fax: 206-284-0342
E-mail: marciabartlett@comcast.net
Fall 2008
REGISTRATION FORM - IIA/CPCU COURSES – Fall Session
Testing window: January 15 – March 15, 2009
Order the textbook version for the testing window noted above.
Please register me for the following course:
INS 21 Unigard
INS 22 Unigard
AIC 33 Crawford & Company (Bellevue)
ARM 54 Parker Smith & Feek (Bellevue)
CPCU 540 PEMCO
CPCU 553 Unigard
Tuition: All courses @ $185
Federal Tax ID #: 23-7319394
Firm
Last Name (Please Print) First Name
Mailing address
City State Zip
Work Phone Home Phone Fax # E-mail
Payment by check or credit card.
Name on card______________________________________________________________
Credit card # (Visa or MC only)________________________________________________
Expiration Date_____________________________________________________________
V code (See backside of card. Last 3 numbers on signature strip) _____________________
Please make check payable to: Maiil to: PNW Chapter, CPCU
PNW Chapter, CPCU C/O Marcia Bartlett
P.O. Box 99266
Seattle, WA 98199
