Feb 3
Class

CPCU 540 Spring 2020 Class: Finance and Accounting for Insurance Professionals

02/03/20 5:00pm to 05/04/20 7:30pm
633 W. Fifth Street
12th Floor
Los Angeles,CA 90071

Course details
CPCU 540: Finance and Accounting for Insurance Professionals

Instructor
Tessa M. Lucero, CPCU, ARM
Tessa.M.Lucero@marsh.com

Dates
Mondays 5:00 PM - 7:30 PM
​starting February 3, 2020 through May 4, 2020

Address
633 W. Fifth Street, 12th floor, Los Angeles, CA 90071

Must "Register Now" and notify Instructor in advance to be placed on security list

Cost
$250 (does not include text, exam fee or additional course material)
We now accept payment via PayPal. Alternatively, checks will be accepted on your first day of class. Please make checks payable to “LA Chapter of CPCU”

Refund Policy
Cost is non-refundable one week after your first class.

You will need to register for the national exam with The Institute online. The Institutes' website for CPCU540 study material and/or exam registration: https://www.theinstitutes.org/course/finance-and-accounting-insurance-professionals

It is recommended that you sign up now and choose a test date around May 5-10, because there is a strong correlation between taking the exam quickly after the end of the course and passing the exam. People who sit for the exam straightaway do much better than people who put off taking the exam.

The State of California has not approved this course for CE credit.
However, you can earn CE credits by passing the national exam.

Tessa M. Lucero

CPCU, ARe, AIT, AMIM, AIAF, AINS
Marsh

Tessa M. Lucero, CPCU is a Marine Client Advisor at Marsh & McLennan. She joined the insurance industry in 1985 and earned her CPCU designation in 1989; she also holds the ARe, AIT, AMIM, AIAF, and AINS designations. She has been a member of the Los Angeles Chapter since 1989 and served on the board from 1999 to 2013. She leads CPCU courses live for the Insurance Educational Association and online for The Institutes

Marsh
633 W. Fifth Street
12th Floor
Los Angeles, CA 90071
United States

Event Materials

Presentations

Questions?

  • Contact: 
    Los Angeles CPCU
  • Email: 
    losangelescpcu@gmail.com