Financial Planning | The Institutes

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Financial Planning

Financial Planning
CPCU 556
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Understand the financial planning process at every stage of an individual’s life.

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

Course Level

Advanced

Suggested Self-Study Time

5-7 weeks

Languages

English

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video icon New! The CPCU 556 online course and course guide now include video study aids that offer a comprehensive breakdown of key course topics.

Bottom-Line Benefits

Enhance your effectiveness.
Stay competitive with an ability to integrate financial planning tools with financial products throughout the course of the planning process.

Confidently understand the bigger picture.
Enhance your value to your organization with a broad knowledge of the financial services market.

Demonstrate your commitment to your career.
Solidify your value to your customers with the ability to integrate financial asset and property-casualty asset protection functions.

"Getting the CPCU designation was the best move I ever made..."


David S. Hershey, CPCU, ARM
Risk Manager
Sprague Energy/ Lexa International

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