Personal Financial Planning | The Institutes

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Personal Financial Planning

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


  • 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


Suggested Self-Study Time

5-7 weeks



Get the Tools You Need to Succeed

Each course is supported with textbooks, practice exams and more

video iconNew! 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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