Course Summary
Credit Type:
ACE Course Number:
Organization Course Number:
CPCU 553
11 weeks (44 -- 66 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 3 Financial Planning or Insurance


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:

  • Recommend appropriate insurance and noninsurance techniques to handle those exposures in harmony with the individual's or family's objectives
  • Analyze the property, liability, and personal financial loss exposures faced by individuals and families
  • Analyze and determine whether a described loss is covered

General Course Topics:

  • 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
Instruction & Assessment

Instructional Strategies:

  • Case Studies
  • Practical Exercises

Methods of Assessment:

  • Examinations

Minimum Passing Score:

Supplemental Materials