Career Details

Chartered Property Casualty Underwriter

Description

More than 65,000 people have earned the CPCU professional designation. They are claim adjusters, underwriters, risk managers, brokers, agents, regulators, consultants, attorneys, and educators. CPCU is respected as the premier designation in property-casualty insurance, and holding this designation immediately identifies you as a knowledgeable and dedicated professional.

Certifying Organization

The Institutes

Details

If significant education or training is needed? Yes

If significant work experience is needed? Yes

Is an exam required? Yes

How many years until certification must be renewed? Unknown year(s)

Certification can be renewed with Continuing Education Units? Unknown

Certification can be renewed with re-examination? Unknown

Certification can be renewed with Continuing Professional Development? Unknown

Certification can be renewed in multiple ways? No

Certificates

Certificate name

Associated Professional Member

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Fellow, Life Management Institute

Certifying Organization

LOMA

Type

B - Advanced

Related Careers

Claims Adjusters, Examiners, and Investigators

Median Annual Income

$76,614

Projected Job Growth

-4 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Review settled claims to determine that payments and settlements are made in accordance with company practices and procedures. Confer with legal counsel on claims requiring litigation. May also settle insurance claims.

ConventionalEnterprisingInvestigative

Credit Analysts

Median Annual Income

$74,601

Projected Job Growth

-4 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.

ConventionalEnterprisingInvestigative

Financial and Investment Analysts

Median Annual Income

$97,047

Projected Job Growth

+10 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

ConventionalEnterprisingInvestigative

Personal Financial Advisors

Median Annual Income

$100,860

Projected Job Growth

+17 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.

EnterprisingConventionalSocial

Financial Risk Specialists

Median Annual Income

$108,658

Projected Job Growth

+8 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.

ConventionalInvestigativeEnterprising

Credit Counselors

Median Annual Income

$47,531

Projected Job Growth

+5 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.

ConventionalSocialEnterprising

Loan Officers

Median Annual Income

$66,452

Projected Job Growth

+1 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.

ConventionalEnterprisingSocial

Insurance Sales Agents

Median Annual Income

$60,176

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

EnterprisingConventionalSocial

Securities, Commodities, and Financial Services Sales Agents

Median Annual Income

$77,343

Projected Job Growth

+7 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

EnterprisingConventional

Loan Interviewers and Clerks

Median Annual Income

$49,178

Projected Job Growth

-2 %

Career Cluster(s)

Financial Services

Most Common Education Level

High school diploma or equivalent

Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

ConventionalEnterprisingSocial

Personal Financial Advisors

Median Annual Income

Projected Job Growth

+17 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

EnterprisingConventionalSocial

Insurance Underwriters

Median Annual Income

Projected Job Growth

-4 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.

ConventionalEnterprisingInvestigative

Your One Stop Shop For All Career Resources

Whether you are exploring new career paths, building your resume, or preparing for your next opportunity, our tools, templates, and guidance are designed to help you navigate your career journey with clarity and confidence.