Skip Ribbon Commands
Skip to main content


CPCU 556

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

Purchase Study Materials for CPCU 556 today!
RIMS members enjoy a 10% discount - use code: RIMS12




Risk Knowledge is a searchable library of relevant information for today's risk professionals. Available materials include RIMS Executive Reports, survey findings.

Search By Categories
Search By Types
Search By Date


Access the most comprehensive directory of solution providers for risk professionals.


Lloyd's is often the first to insure new, unusual or complex risks...

RWH Myers

RWH Myers is committed to helping the Risk Manager through business interruption and...


PwC understands that significant risk is rarely confined to discrete areas...