5 CPE credits are available for the the successful completion of this course.

Cost of course for non-designation students is $750

Captive insurance company investment programs seldom receive the level of attention deserved. Since investments represent the vast majority of assets on a Captive’s balance sheet, Management should pay a level of attention to their investment program that equals that of their focus on liabilities, (e.g. claims, underweighting, reinsurance and other operational activities). Arguably, Captives often place too much responsibility for their investment programs on outside vendors and need to better understand, take more control and provide better oversight of the investment function.


In this basic course, participants will learn the difference between Insurance Asset Management and Investment Management. The coursework will focus on areas such as:

  • the importance of designing an efficient and appropriate investment plan
  • the constituents involved in plan design and in the investment program
  • basic investment concepts
  • the importance of asset liability management (ALM), tax efficiency, etc.
  • the key to a successful program: strategic asset allocation optimization
  • selecting and properly evaluating investment managers
  • understanding performance measurement
  • modifying investment programs in accordance with various lifecycle stages

Online Course – Group-Internet-Live

In addition to self-paced reading and assignment work, students will be required to attend four webconference sessions.  There are no prerequisite requirements for this course.  Prior to the first webconference participants need to access Canvas to review webconference directions and course material.

Registration Deadline:  

Webconference one, Monday, October 2nd,   12:00 noon – 1:15 p.m. Eastern Time
Webconference two, Monday, October 9th, 12:00 noon – 1:15 p.m. Eastern Time
Webconference three, Monday, October 16th, 12:00 noon – 1:15 p.m. Eastern Time
Webconference four and Office Hour, Monday, October 23rd, 12:00 noon – 1:15 p.m. Eastern Time

This course will be offered again in Spring 2024.

For further details please contact at ICCIE at 802-651-9050.


International Center for Captive Insurance Education (ICCIE) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.