Sep 10
Class

CPCU 540 Finance and Accounting for Insurance

09/10/20 5:00pm to 11/19/20 7:00pm

We are pleased to announce that the Chapter will sponsor a preparatory course for CPCU 540, Finance and Accounting for Insurance Professionals.

 

The Zoom course will start September 10. This is an 11-week course that will be held on Thursday evenings between 5:00-7:00 PM through Zoom meetings.

 

This course will prepare CPCU students to take the 540 exam in the October-December test window. The cost for the class is $250, payable by check to California El Camino Chapter of CPCU.

 

The text and course guide must be purchased separately and should be ordered from The

Institutes. The instructor is Tessa Lucero. Tessa is a CPCU and has led classes for 29 years.

 

To register or to learn more about the course, please contact Christopher Faber by

phone at 661-425-2083 or by email at Christopher.faber@farmersinsurance.com.

 

Please view the CPCU 540 Syllabus for more details.

 

To register for the class, you may register from this website. The cost for the class is $250, payable by check to "California El Camino Chapter of CPCU."  

 

The text and course guide must be purchased separately and should be ordered from The Institutes. 

 

Tessa Lucero

Tessa M. Lucero, CPCU, AMIM, ARe, AIAF, AIT, AAM, AINS – Vice President, Global Marine Practice, Marsh JLT Specialty, Los Angeles Office of Marsh Risk & Insurance Services

Tessa has been employed in the insurance industry since 1985; she has worked in the Los Angeles office of Marsh Risk & Insurance Services since 1998.  Her background prior to joining Marsh was in excess and surplus lines, reinsurance, and commercial insurance.

She is currently a marine broker and client advisor, placing and servicing marine coverage for Marsh clients and serving as a liaison between insureds and insurers. 

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