CPCU 556—Financial Planning

• 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

Important CPCU 556 Exam Information: CPCU 556 course content is revised as of April 2012 and the exam format is changing to objective as of July 15, 2012. The Institutes are offering people the flexibility to take either the current exam (based on existing study materials) or the new exam (based on the revised study materials), according to the following schedule:

CPCU 556 Topics:

• Introduction to personal financial planning
• Life insurance
• Annuities
• Disability and health insurance planning
• Postsecondary education funding
• Retirement planning
• Retirement funding
• Estate planning
• Investment basics
• Income tax planning

Sample Course Materials

• View a PDF of all CPCU 556 assignments

Promotional Materials

• View the CPCU program flyer

Additional Course Resources

• CPCU Experience Booklet
• Charting Your Success 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

• See all the Institutes’ offerings
• View the Institutes’ full catalog

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