CPCU 556—Personal Financial Planning
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
Promotional Materials
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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Phone: (800) 644-2101
Fax: (610) 640-9576
Mail: AICPCU/IIA720 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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