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CPCU 560: Financial Services Institutions

Resource Material: ID# 1000978
About This Course:
This course introduces you to U.S. monetary policy in its relation to the global financial marketplace.

This concise and focused study guide covers:

  • Executive summaries of the text
    • The Federal Reserve
    • Money Markets
    • Bonds Markets
    • Stock Markets
    • Derivative Securities Markets
    • Commercial Banks
    • Thrift Institutions and Finance Companies
    • Regulation of Depository Institutions
    • Insurance Companies
    • Securities Firms and Investment Banks
    • Mutual Funds
    • Pension Funds
    • Risks of Financial Institutions
    • Liquidity Risk
  • You will also receive a Bonus Book containing:
    • Definitions of Key Words and other relevant definitions
    • Answers to Review Questions
    • Answers to the Institute's Sample Exam

Our materials summarize and outline the fundamental concepts of the program, and provide you with to-the-point, time-saving executive summaries to maximize your learning, retention, and pass rates.

In fact, surveys from our customers demonstrate the exceptional value of our program. Specifically, candidates report that:

  • Our Course Guides covered virtually everything on their exams
  • They spent significantly less time preparing for their exams
  • They attained much higher pass rates – 95.8% - compared to other preparation methods!

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Note: This course is required for the CPCU Program and an elective for the AMIM designation. It may be taken independently for professional development or in conjunction with other courses to earn the CPCU or AMIM designations. Click on this hyperlink for a full description of the designation.
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CPCU 560: Financial Services Institutions
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