Course curriculum

  • 1


  • 2


    • About The CPCU 540 Exam

    • Formulas & Tables Accessible During the Exam

    • Formulas NOT Provided During the Exam

  • 3


    • Insurer Capital: Needs and Sources

  • 4


    • Practice Questions


  • Why are there two available versions of this chapter?

    In July 2018, the Institutes updated their textbook, releasing the 3rd edition. The 3rd edition has a lot in common with the 2nd edition of the book, albeit with a few key differences in chapter numbering and one entirely new chapter on Financial Markets & Institutions.

  • Why are you still offering the 2nd edition version of the course?

    The CPCU still offers students the ability to take the exam based off of the 2nd edition version of the textbook. We received requests to keep the 2nd edition of the course available for this reason.

  • I accidently purchased the wrong edition of the course. What do I do now?

    If you mistakenly purchased the wrong edition of a course, or a bundle of courses, send an email to explaining the situation and we will get you enrolled in the correct version of the course.

     Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity. 

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     Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial.

David Peters Financial

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