Course curriculum

    1. Course Overview & Instructions

      FREE PREVIEW

    2. About Your Instructor

    3. How To Use The Course Interface

    1. About The CPCU 540 Exam

    2. Formulas & Tables Accessible During the Exam

    3. Formulas NOT Provided During the Exam

    1. Lecture Introduction

    2. Insurer Investment Portfolio Management

    1. Practice Questions

About this course

  • $30.00
  • 9 lessons
  • 1 hour of video content

FAQ

  • 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 [email protected] explaining the situation and we will get you enrolled in the correct version of the course.

Instructor

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.