CPCU 556 - Personal Financial Planning

Bottom-Line Benefits:

• Improve ability to compete in the marketplace by learning about personal
  financial products and their uses.
• 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.

Topics Covered: Life Insurance and Social
Security, Health Disability, and Long-Term
Care, Basic Investment Principles, Equity and
Fixed-Income Investments, Mutual Funds,
Asset Allocation, Income Tax Planning,
Planning for Retirement, Estate Planning, and
Financing Education Expenses













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