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CPCU 556: Personal Financial Planning

Resource Material: ID# 1000983
About This Course:
This course provides an introduction to personal financial planning.

This concise and focused study guide covers:

  • Executive summaries of the text
    • Personal Financial Planning
    • Social Security, Life Insurance
    • Disability, Medical Expense, and Long-Term Care Insurance
    • Investment Principles
    • Equity Investments
    • Fixed-Income Investments
    • Mutual Funds
    • Asset Allocation
    • Income Tax Planning
    • Planning for Retirement
    • Individual Retirement Accounts---Individual Annuity Contracts
    • Planning for Distributions from Retirement Plans and IRAs
    • Estate Planning
    • The Transfer Tax System
    • Estate Planning Tools
  • You also will 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 – 96.1% - compared to other preparation methods!

Testimonials

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Note: This course is an elective, appropriate as a Personal Lines concentration requirement for the CPCU Program, or for the API designation. It may be taken independently for professional development or in conjunction with other courses to earn the CPCU or API designations. Click on either hyperlink for a full description of that designation.
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CPCU 556: Personal Financial Planning
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