CPCU 553—Survey of Personal Risk Management, Insurance, and Financial Planning

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Bottom-Line Benefits

  • Strengthen customer satisfaction with an understanding of personal insurance coverages and approaches
  • Improve effectiveness by relating personal insurance theory to practice
  • Provide well-rounded customer support with knowledge of personal risk management

Level: Intermediate

CPCU 553 Topics:

  • Personal insurance overview
  • Automobile insurance and society
  • Personal auto policy: liability, medical payments, and UM coverage
  • Personal auto policy: physical damage
  • Duties after an accident
  • Endorsements
  • Homeowners property coverage
  • Homeowners liability coverage
  • Homeowners coverage forms and endorsements; Other residential insurance
  • Other personal property and liability insurance
  • Life insurance planning
  • Retirement planning
  • Disability and health insurance planning

E-mail: customerservice@TheInstitutes.org

Phone: (800) 644-2101

Fax: (610) 640-9576

Mail:The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433

Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.

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