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

• 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 your knowledge of
  personal risk management

Level: Advanced

CPCU 553 Topics:

• An Introduction to Personal Financial Planning
• Investment Planning
• Planning for Retirement
• Estate Planning
• Personal Insurance Overview
• Automobile Insurance and Society
• Personal Auto Policy: Liability, Medical Payments, and Uninsured Motorists Coverage
• Personal Auto Policy: Physical Damage, Duties After an Accident, Endorsements, and General Provisions
• Homeowners Property Coverage
• Homeowners Liability Coverage
• Homeowners Coverage Forms and Endorsements
• Other Residential Insurance
• Other Personal Property and Liability Insurance
• Personal Loss Exposures and Financial Planning
• Life Insurance
• Health and Disability Insurance

Sample Course Materials

• View a PDF of all CPCU 553 chapters
• View a PDF of a CPCU 553 chapter excerpt

Promotional Materials

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Additional Course Resources

• Learn about instructor-led CPCU courses
• Find a public CPCU class
• Learn about SMART Study Aids
• View CPCU waiver information
• Institute Academic Credit Request Form
• Learn more about the CPCU program changes

Additional Knowledge Solutions

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• View the Institutes’ full catalog

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