CPCU 556 - Personal Financial Planning
- 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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