CPCU 556: Planning Personal Financial Strategies

Resource Material: ID# 1000983
Price: $295.00
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!


Burnham's preparation materials have played a key role in helping me to prepare for several exams. Ray's materials help you to organize all of the information and help you to focus on the critical points. This method has helped me to learn the material more effectively ... at a much faster pace. Ray is passionate about his work, and he unequivocally guarantees that you will be satisfied. Thanks for caring Ray ... you and your materials are AWESOME!!
- Charles Boornazian

In the past 2 1/2 years I have completed the INS, API, AIS, and CPCU. I previously had completed INS 21 and 22 before using your study method; I began using The Burnham System with INS 23. I must say that your program with guaranteed results definitely works. In today's society it is very refreshing to receive and use a product that is better than the promise. Your system minimized my study time, which allowed me to focus on the key points. The cost versus results is immeasurable. I appreciate your contribution to the industry,
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- Mary Malone

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.
CPCU 556: Planning Personal Financial Strategies
Price: $295.00
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