Survey of Personal Insurance and Financial Planning | The Institutes

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Survey of Personal Insurance and Financial Planning

Survey of Personal Insurance and Financial Planning
CPCU 553
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Learn the basics of the property and liability loss exposures faced by most individuals and families.


  • Personal insurance overview
  • Automobile insurance and society
  • Personal auto policy-liability, med pay, and uninsured motorist coverage
  • Personal auto policy-physical damage, duties after an accident and endorsements
  • Homeowners property coverage
  • Homeowners liability, conditions, coverage forms and endorsements
  • Other personal property and liability insurance
  • Life insurance planning
  • Retirement planning
  • Disability and health insurance planning

Course Level


Suggested Self-Study Time

5-7 weeks



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Each course is supported with textbooks, practice exams and more

video iconNew! The CPCU 553 online course and course guide now include video study aids that offer a comprehensive breakdown of key course topics.

Bottom-Line Benefits

Effectively apply personal insurance theory to your everyday work.
Relate complex personal insurance theory to the loss exposures your customers face.

Enhance your effectiveness.
Confidently understand personal insurance coverages and approaches to addressing property and liability loss exposures.

Demonstrate your value to your customers.
Provide well-rounded customer support with a strong understanding of personal risk management.

"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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