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.

This course will cover areas such as basic investment concepts, investment plans, the constituents involved in plan design and in the investment program, the importance of asset liability management, keys to a successful investment program, understanding performance measurement, and modifying investment programs in accordance with various lifecycle stages.

Key course takeaways:

  • Differentiate between insurance asset management and investment management
  • Design efficient and appropriate investment plans
  • Optimize strategic asset allocations
  • Select and evaluate investment managers
  • Monitor and revise captive investment programs

Online Course with weekly instructor-led webconferences

In addition to self-paced reading and weekly assignments, students will be required to attend four webconference sessions and complete a final exam.

Registration DeadlineSeptember 30th, 2024 or until full

Course Schedule:

  • Webconference one, Monday, October 7th , from 12:00 – 1:15 pm ET
  • [no class on Monday, October 14th]
  • Webconference two, Monday, October 21st, from 12:00 – 1:15 pm ET
  • Webconference three, Monday, October 28th, from 12:00 – 1:15 pm ET
  • Webconference four, Monday, November 4th, from 12:00 – 1:15 pm ET

The instructors for this course are Greg Cobb and Carl Terzer.

This course will be offered again in Spring 2025.

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.