CPCU保险资格证书

CPCU Chartered Property & Casualty Underwriters，美国的财产保险核保师资格认证，在全球具有重要影响。 美国财产和意外险注册承保师学会（The American Institute for thd Chartered Property Casualty Underwriter，简称：AICPCU）成立于1942年，该学会是美国保险实务界和高等院校合作的结晶。美国宾州大学保险学知名教授、沃顿商学院研究生部主任哈瑞.吉.诺曼博士被任命为该学会的第一任会长。 美国保险业界共同努力的直接结果使与保险相关的教育项目得以大力开发，其中一个显著的成果是财产和意外险注册承保师（Chartered Property Casualty Underwriter，简称CPCU)资格考试必须通过一些阶段性的学习项目，这些项目十分注重保险业务及其将这些业务运用于经济、社会和法律环境中的途径，涵盖了非常广泛的内容，涉及财产与责任保险基本原理、风险管理、保险合同 分析 定性数据统计分析pdf销售业绩分析模板建筑结构震害分析销售进度分析表京东商城竞争战略分析 、职业道德等方面的知识。AICPCU协会规定，所有参加考试的考生和已经取得CPCU称号的专业人士都必须遵守协会的职业道德行为准则，并且还必须通过由协会组织的有关职业道德的考试。 1943年，该学会举办了第一次资格考试，随后考试 制度 关于办公室下班关闭电源制度矿山事故隐患举报和奖励制度制度下载人事管理制度doc盘点制度下载 得以快速发展，目前至少已有4.5万人获得了美国财产和意外险注册承保师资格。通过了AICPCU资格考试，就可以加入美国CPCU协会，该协会是一家由CPCU资格获得者组成的群众性学术团体，独立于美国保险学会和财产和意外险注册承保学会之外。 我国近两年开始引入AICPCU资格考试，我国第一家AICPCU考试中心是由上海财经大学和美国丘博保险集团公司联合在上海财经大学设立的，1998年6月，该中心举办了我国内地第一次资格考试。目前，AICPCU北京考试中心正在积极筹办之中。 我国考生参加CPCU资格考试的费用支出有如下三种选择：（1）自费。（2）公费。由于我国保险界引入CPCU资格考试的时间较短，各家保险公司的具体规定会有一些差异，有的公司甚至可能没有制定这方面的费用管理规定。（3）申请资助。目前，仅有美国丘博保险公司为参加CPCU资格考试的考生（仅限中国公司）提供内部资助。 考试对象：CPCU 考试是专门为财产险从业人员设计，针对的对象是那些有丰富保险知识、熟悉保单的从业人员。凡参加该项目培训的学生必须先完成 INS(In General Insurance) 或 IIA 的特殊课程。其中主要有：风险管理者、财务人员、律师、保险教授、商科学校毕业的学生以及其他需要理解财产保险和责任保险合同的人群。 CPCU 有十一门课程，必须至少通过八门（五门基础课程，加上任一主修科目的三门课程）才能获得 CPCU 资格。 基础科目概述 CPCU 510— 风险管理的基础，保险和专业化 （Foundations of Risk Management &Insurance, Code of Professional Ethics of the America Institute for CPCU） 职业道德准则，风险及其相关理念，评估和管理风险，风险管理，保险如何作为产业来运作，风险融资的选择，基本的保险假定，保险合同，可保利益，政策解读，公共政策条款，被保件，应付金额，以及影响保险合同的外界因素。 CPCU 520- 保险营运，规则，法定的会计学（Insurance Operation ,Regulation,& Statutory Accounting） 财产保险，责任保险，费率制定，财产所有权调整，责任所有权调整，再保险，保险业者的财务报 表 关于同志近三年现实表现材料材料类招标技术评分表图表与交易pdf视力表打印pdf用图表说话 pdf ，保险业者的财务管理，和保险业者的商业策略和全球运作。 CPCU 530- 风险管理和保险的法律环境(The Legal Environment of Insurance) 法制体系，犯罪学法和故意民事侵权；疏忽，产品和职业责任；合同；不动产；信用和破产，委托人和代理人；聘用法；商业实体；公司管理机构和股东权益和消费者保护。 CPCU 540- 风险管理和保险业者的商业和金融分析(Fundamentals of Corporate Finance) 法人金融，金融报表和税务，金钱的时间定额，贴现现金估价，利率和债券估价，股票估价，目前净价值和其它投资标准，资本总额决定，项目分析和评估，资本结构政策，现金和流动性管理，金融工程学，合并和收购。 CPCU 560- 金融服务协会(Financial Markets & Institutions) 金融市场，货币市场，债券市场，股票市场，衍生证券，银行，金融公司，保险公司，证券机构和投资银行，互惠基金，养老金基金和金融机构遭受的风险。 商业主修科目概述 CPCU 551- 商业财产风险管理和保险（Commercial Property Risk Management.& Insuarance）（主题包括）： 财产损失暴露；建筑物和个人财产承保险别；损失形式的起因；洪水；地震和特别样式；商业收入；内陆航运和海运货物；设备故障；企业主和农场主，和担保债券。 CPCU 552- 商业责任风险管理和保险（Commercial Liability Insurance and Risk Management.）（主题包括）： 责任损失暴露，风险控制， CGL ，商用汽车，车库和输送机，工人赔偿和雇主责任，职业责任，环境保险，航空，航海，过剩和保护伞责任，以及先进的风险管理技巧。 CPCU 553- 个人风险管理的调查，保险，和财务规划（Investment, Retirement, &Estate Planning; Personal Insurance）（主题包括）： 汽车保险和团体；个人汽车政策；屋主保险；其它住宅保险；个人金融规划；生命，健康和残疾保险；投资规划；退休 计划 项目进度计划表范例计划下载计划下载计划下载课程教学计划下载 和遗产计划。 个人主修科目概述 CPCU 555— 个人风险管理和财产责任保险（Personal Risk Management & Property-Liability Insurance）（主题包括）： 个人风险管理，屋主保险，屋主背书和变更，个人汽车，休闲车辆，发展个人保险产品，保险业收益率，定价，个人再保险组合，在个人保险运作中获效。 CPCU 556— 个人财务规划(Personal Financial Planning )（主题包括）： 人寿保险和社会保障；健康，残疾，和长期保健；基本投资原理；证券和固定；收益投资；互惠基金；资产分配；所得税规划；退休规划；以及不动产规划。 CPCU 557— 商业风险管理和保险的调查(Fundamentals of Risk Financing；Commercial Insurance)（主题包括）： 商业财产，商业收入，商业犯罪和设备故障保险，内陆和海洋航运，商业普通责任，商业汽车，企业主和农场主，工人赔偿和雇主责任，以及风险融资。 CPCU官网 We’ve made some exciting changes to enhance your CPCU experience! With the industry’s help, we have made the CPCU designation even more relevant to today’s property-casualty insurance professional. These changes ensure that the CPCU program continues to provide you with practical, technical, property-casualty knowledge that meets your needs. Learn more about the latest CPCU program changes. Read more information about CPCU content revisions and the CPCU product release schedule. Program Options: CPCU courses are available as self-study programs via printed textbooks and course guides. The Institutes′ instructor-led online classes and public classes at third-party providers are also available to CPCU students. We Recommend CPCU for: Agents/brokers, agency principals, claim representatives, line of business managers and executives, insurance litigators, risk managers, and underwriters Course Sequence: You can take courses in any sequence according to your background, needs, and interests. Matriculation Requirement: You must matriculate (register as a candidate) with The Institutes by paying the matriculation fee and completing the online matriculation form. You will receive a link to the matriculation form when you register for your first CPCU exam. We recommend that you matriculate as early as possible in your CPCU Experience. When you matriculate you must also agree to abide by the CPCU Code of Professional Conduct. Ethics Requirement: Those pursuing the CPCU designation must do one of the following to satisfy, in part, the CPCU Ethics Requirement: Pass the essay exam for CPCU 510—Foundations of Risk Management, Insurance, and Professionalism by March 15, 2011. or Pass the 50-question exam in the free Ethics and the CPCU Code of Professional Conduct online module (Ethics 312). We recommend taking and passing the Ethics and the CPCU Code of Professional Development exam early in your CPCU Experience, as this provides a valuable ethical framework for the rest of your CPCU studies. You have a 90-day access to Ethics and the CPCU Code of Professional Conduct when you register. Additionally, the CPCU Code of Professional Conduct is the standard by which your ethical behavior as a candidate or CPCU designee is measured. You are subject to the Code once you complete the online matriculation form, and you continue to be subject to it throughout your candidacy and after receiving the CPCU designation. Experience Requirement: You must submit a resume showing that you were engaged in acceptable insurance activities for any 24 months (minimum of 17? hours per week) during the five-year period immediately preceding the conferment of the CPCU designation. See the online matriculation form for specific requirements. If you meet all requirements except the experience requirement, the designation will be conferred when you meet it. In order to attend a specific conferment ceremony, you must ensure that your ethics and experience form is to be received and approved before June 30 of the conferment year. The Chartered Property Casualty Underwriter designation program consists of four foundation courses, one elective course, and three courses in either the personal lines or the commercial lines concentration. Foundation Courses CPCU 500—Foundations of Risk Management and Insurance (This course is replacing CPCU 510) CPCU 520—Insurance Operations CPCU 530—Business Law for Insurance Professionals CPCU 540—Finance and Accounting for Insurance Professionals Commercial Lines Concentration Courses CPCU 551--Commercial Property Risk Management Insurance CPCU 552--Commercial Liability Risk Management and Insurance CPCU 553--Survey of Personal Risk Management, Insurance, and Financial Planning Personal Lines Concentration Courses CPCU 555—Personal Risk Management and Property-Casualty Insurance CPCU 556--Personal Financial Planning CPCU 557--Survey of Commercial Risk Management and Insurance Elective Courses AAI 83—Agency Operations and Sales Management AIC 34—Workers Compensation and Managing Bodily Injury Claims AIC 35—Property Loss Adjusting AIC 36—Liability Claim Practices ARe 144—Reinsurance Principles and Practices ARM 56—Risk Financing AU 65—Commercial Underwriting: Principles and Property AU 66—Commercial Underwriting: Liability and Advanced Techniques CPCU 560—Financial Services Institutions ERM 57—Enterprise-Wide Risk Management: Developing and Implementing Bottom-Line Benefits l Improve effectiveness by relating risk management and insurance principals to everyday practice l Handle complex commercial property and personal loss exposures with advanced technical knowledge l Increase effectiveness and positively affect overall operations with increased understanding of how different functional areas interact with and relate to each other Sample Course Materials l View a PDF of all CPCU 500 assignments l View a PDF of a CPCU 500 assignment excerpt Promotional Materials l View the CPCU program flyer Additional Course Resources l CPCU Experience Booklet l Charting Your Success Resources l Learn about instructor-led CPCU courses l Find a public CPCU class l Learn about SMART Study Aids l View CPCU waiver information l Institute Academic Credit Request Form l Learn more about the CPCU program changes Additional Knowledge Solutions l See all The Institutes’ offerings l View The Institutes’ full catalog E-mail: customerservice@TheInstitutes.org Phone: (800) 644-2101 Fax: (610) 640-9576 Mail: AICPCU/IIA 720 Providence Road Suite 100 Malvern, PA 19355-3433 Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time. Order today! Before making your selections, first choose the testing window and the course from the dropdowns below to ensure you order the correct study materials. Study Materials: CPCU 500 l CPCU 500 l CPCU 520 l CPCU 530 l CPCU 540 l CPCU 551 l CPCU 552 l CPCU 553 l CPCU 555 l CPCU 556 l CPCU 557 l CPCU 560 Please Select Window: Select Window Click here to view information for this exam. Materials for CPCU 500 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 50001 CPCU 500 Course Guide and Practice Exams Access, 1st edition $50.00 50002 Text: Foundations of Risk Management and Insurance, 1st edition $115.00 500CP CPCU 500 Comprehensive Package (Includes Course Guide, Text, and SMART Study Aids) $245.00 500CPB CPCU 500 Comprehensive Package with Online Course Enrollment (Course Guide, Text, SMART, & Online Course Content - This package does not include the exam fee) NOT ELIGIBLE FOR RETURNS $325.00 500RP CPCU 500 Recommended Package (Includes Course Guide and Text) $165.00 500S CPCU 500 SMART Study Aids, 1st edition (Review Notes & Flash Cards) $80.00 C500 CPCU 500 - Full Online Course for Exams Thru 12/15/11(No Exam/No Exam Fee Included - Can be used to prepare for the CPCU 500 exam) $165.00       Make better use of study time, increase retention, and decrease pre-exam anxiety! Don't forget to order SMART Study Aids with your text and course guide. SMART Study Aids include Review Notes and Flash Cards! You have a chance to cancel or change your order as you go through the order process. When you are finished selecting your products, click the Add to Cart button below. Add to Cart 窗体底端 Important InformationCourse Guides and textbooks are revised periodically. Check with Customer Service (800-644-2101) if you think you might use the study material(s) you ordered for an exam given beyond the date you selected above. The Chartered Property Casualty Underwriter designation program consists of four foundation courses, one elective course, and three courses in either the personal lines or the commercial lines concentration. Materials for CPCU 520 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 52001 CPCU 520 Course Guide and Practice Exams Access, 1st edition $50.00   The study material you selected is NEW and can be used for exams given from October 15 2010 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 52002 Text: Insurance Operations, 1st edition $115.00       The study material you selected is NEW and can be used for exams given from October 15 2010 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 520CP CPCU 520 Comprehensive Package (Includes Course Guide, Text, and SMART Study Aids) $245.00       The study material you selected is NEW and can be used for exams given from October 15, 2010 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 520CPB CPCU 520 Comprehensive Package with Online Course Enrollment (Course Guide, Text, SMART, & Online Course Content - This package does not include the exam fee) NOT ELIGIBLE FOR RETURNS $325.00       520RP CPCU 520 Recommended Materials Package (Includes Course Guide and Text) $165.00         The study material you selected is NEW and can be used for exams given from October 15 2010 through December 15, 2011. for materials sold prior to September 1, 2010, contact Customer Service.   520S CPCU 520 SMART Study Aids, 1st edition (Review Notes & Flash Cards) $80.00       C520 CPCU 520 - Full Online Course for Exams Thru 12/15/11 (No Exam/No Exam Fee Included - Can be used to prepare for the CPCU 520 exam) $165.00                 窗体底端 Materials for CPCU 530 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 53001 CPCU 530 Course Guide and Practice Exams Access, 1st edition $50.00   The study material you selected is NEW and can be used for exams given from October 15 2010 through December 15, 2011. For materials sold prior to September 1, 2010, Contact Customer Service. 53002 Business Law for Insurance Professionals, 1st edition $115.00       The study material you selected is NEW and can be used for exams given from October 15 2010 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 530CP CPCU 530 Comprehensive Package (Includes Course Guide, Text, and SMART Study Aids) $245.00       The study material you selected is NEW and can be used for exams given from October 15 2010 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 530CPB CPCU 530 Comprehensive Package with Online Course Enrollment (Course Guide, Text, SMART, & Online Course Content - This package does not include the exam fee) NOT ELIGIBLE FOR RETURNS $325.00     530RP CPCU 530 Recommended Materials Package (Includes Course Guide and Text) $165.00       The study material you selected is NEW and can be used for exams given from October 15 2010 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 530S CPCU 530 SMART Study Aids, 1st edition (Review Notes & Flash Cards) $80.00     C530 CPCU 530 - Full Online Course for Exams Thru 12/15/11(No Exam/No Exam Fee Included - Can be used to prepare for the CPCU 530 exam) $165.00               窗体底端 Materials for CPCU 540 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 54001 CPCU 540 Course Guide and Practice Exams Access, 1st edition $50.00   The study material you selected is NEW and can be used for exams given from January 15 2011 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 54002 Text: Finance and Accounting for Insurance Professionals, 1st edition $115.00       The study material you selected is NEW and can be used for exams given from January 15 2011 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 54008V Video: Introduction to Accounting Principles and Financial Statements (DVD) -- Optional $40.00     540CP CPCU 540 Comprehensive Package (Includes Course Guide, Text, and SMART Study Aids) $245.00       The study material you selected is NEW and can be used for exams given from January 15 2011 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 540CPB CPCU 540 Comprehensive Package with Online Course Enrollment (Course Guide, Text, SMART, & Online Course Content - This package does not include the exam fee) NOT ELIGIBLE FOR RETURNS $325.00     540RP CPCU 540 Recommended Materials Package (Includes Course Guide and Text) $165.00       The study material you selected is NEW and can be used for exams given from January 15 2011 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 540S CPCU 540 SMART Study Aids, 1st edition (Review Notes & Flash Cards) $80.00     C540 CPCU 540 - Full Online Course for Exams Thru 12/15/11 (No Exam/No Exam Fee Included - Can be used to prepare for the CPCU 540 exam) $165.00               窗体底端 Materials for CPCU 551 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 55101 CPCU 551 Course Guide and Practice Exams Access, 1st edition $50.00 55102 Text: Commercial Property Risk Management & Insurance, 1st edition $115.00 551CP CPCU 551 Comprehensive Package (Includes Course Guide, Texts, and SMART Study Aids) $280.00 551CPB CPCU 551 Comprehensive Package with Online Course Enrollment (Course Guide, Text, SMART, & Online Course Content - This package does not include the exam fee) NOT ELIGIBLE FOR RETURNS $360.00 551RP CPCU 551 Recommended Materials Package (Includes Course Guide and Texts) $200.00 551S CPCU 551 SMART Study Aids, 1st edition (Review Notes & Flash Cards) $80.00 9 The CPCU Handbook of Insurance Policies - 9th edition $35.00 C551 CPCU 551 - Full Online Course for Exams Thru 12/15/11 (No Exam/No Exam Fee Included - Can be used to prepare for the CPCU 551 exam) $200.00 SAVB01 Video: Business Income Ins: An Introduction -- DVD $40.00       窗体底端 Materials for CPCU 552 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 55201 CPCU 552 Course Guide and Practice Exams Access, 5th edition $50.00 55202 Text: Commercial Liability Risk Mgmt & Ins - 7th edition $110.00 552CP CPCU 552 Comprehensive Package (Includes Course Guide, Texts, and SMART Study Aids) $270.00 552RP CPCU 552 Recommended Materials Package (Includes Course Guide and Texts) $190.00 552S CPCU 552 SMART Study Aids, 4th edition (Review Notes & Flash Cards) $80.00 9 The CPCU Handbook of Insurance Policies - 9th edition $35.00       窗体底端 Materials for CPCU 553 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 55301 CPCU 553 Course Guide and Practice Exams Access, 1st edition $40.00 55302 Personal Insurance, 1st edition $55.00 553CP CPCU 553 Comprehensive Package (Includes Course Guide, Texts, and SMART Study Aids) $160.00 553CPB CPCU 553 Comprehensive Package with Online Course Enrollment (Course Guide, Text, SMART, & Online Course Content - This package does not include the exam fee) NOT ELIGIBLE FOR RETURNS $240.00 553RP CPCU 553 Recommended Materials Package (Includes Course Guide and Text) $95.00 553S CPCU 553 SMART Study Aids, 1st edition (Review Notes & Flash Cards) $65.00 C553 CPCU 553 - Full Online Course for Exams Thru 12/15/11(No Exam/No Exam Fee Included - Can be used to prepare for the CPCU 553 exam) $95.00       窗体底端 Materials for CPCU 555 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 55501 CPCU 555 Course Guide and Practice Exams Access, 1st edition $50.00   The study material you selected is NEW and can be used for exams given from January 15, 2011 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 55502 Text: Personal Risk Management and Property-Casualty Insurance, 1st edition $115.00       The study material you selected is NEW and can be used for exams given from January 15, 2011 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 555CP CPCU 555 Comprehensive Package (Includes Course Guide, Texts, and SMART Study Aids) $280.00       The study material you selected is NEW and can be used for exams given from January 15, 2010 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 555CPB CPCU 555 Comprehensive Package with Online Course Enrollment (Course Guide, Text, SMART, & Online Course Content - This package does not include the exam fee) NOT ELIGIBLE FOR RETURNS $360.00     555RP CPCU 555 Recommended Materials Package (Includes Course Guide and Texts) $200.00       The study material you selected is NEW and can be used for exams given from January 15 2011 through December 15, 2011. For materials sold prior to September 1, 2010, contact Customer Service. 555S CPCU 555 SMART Study Aids, 1st edition (Review Notes & Flash Cards) $80.00     9 The CPCU Handbook of Insurance Policies - 9th edition $35.00     C555 CPCU 555 - Full Online Course for Exams Thru 12/15/11 (No Exam/No Exam Fee Included - Can be used to prepare for the CPCU 555 exam)                 Materials for CPCU 556 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later. 窗体顶端 Product Code Description Price 55601 CPCU 556 Course Guide and Practice Exams Access, 5th edition $50.00 55602 Text: Personal Financial Planning, 2nd CPCU edition $60.00 556CP CPCU 556 Comprehensive Package (Includes Course Guide, Text, and SMART Study Aids) $190.00 556RP CPCU 556 Recommended Materials Package (Includes Course Guide and Text) $110.00 556S CPCU 556 SMART Study Aids, 4th edition (Review Notes & Flash Cards) $80.00       窗体底端 Materials for CPCU 557 Exam (Apr 15 - Jun 15 2011) Check the box to the left of the item(s) that you'd like to order and click the Add to Cart button below. The quantity will default to one, but you will be able to change it later.