CORE COURSE
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 – 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.
The instructors for this course are Greg Cobb and Carl Terzer.
Registration Deadline: March 18, 2024 or until full
Course Schedule:
- Webconference one, Monday, March 25th, from 12:00 – 1:15 pm ET
- Webconference two, Monday, April 1st, from 12:00 – 1:15 pm ET
- **no class April 8th**
- Webconference three, Monday April 15th, from 12:00 – 1:15 pm ET
- Webconference four, Monday April 22nd, from 12:00 – 1:15 pm ET
This course will be offered again in Fall 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: www.learningmarket.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.