CPCU 556—Personal Financial Planning
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Bottom-Line Benefits

  • Improve ability to compete in the marketplace by learning about
    personal financial products and their use
  • Increase contributions to the organization by developing an
    understanding of the broader financial services market
  • Strengthen value to customers and the organization by integrating
    the financial asset and property-casualty asset protection functions

Level: Advanced

CPCU 556 Topics:

  • Coordinated Financial Planning
  • Using Insurance Effectively
  • Investments and Investment Planning
  • Income Tax Planning
  • Planning for Retirement and Capital Accumulation Plans
  • Estate Planning

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