Course

Credit Type:
Course
ACE ID:
AICP-0097
Version:
5
Organization's ID:
CPCU 553 (AICP-0097)
Organization:
American Institute For Chartered Property Casualty Underwriters/The Institutes
Location:
Hybrid
Length:
4-6 weeks
Minimum Passing Score:
70
ACE Credit Recommendation Period:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 3 finance
Description

Objective:

The course objective is to enable the student to evaluate, at an advanced level and in the context of the risk management process, the various categories of personal insurance and personal financial planning

Learning Outcomes:

  • have base knowledge of personal auto coverage
  • customize personal auto coverage
  • understand protecting residential property
  • understand how to manage homeowners' liability
  • understand personal financial planning
  • have a knowledge base regarding recommending life and health insurance
  • explain funding retirement
  • explain how estate plans are established

General Topics:

  • Examining personal auto coverage
  • Customizing personal auto coverage
  • Protecting residential property
  • Managing homeowners liability
  • Understanding personal financial planning
  • Recommending life and health insurance
  • Funding retirement
  • Establishing an estate plan
Instruction & Assessment

Instructional Strategies:

  • Case Studies
  • Practical Exercises

Methods of Assessment:

  • Examinations
Supplemental Materials
Equivalencies

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