Course

Course Summary
Credit Type:
Course
ACE ID:
AICP-0099
Organization's ID:
CPCU 556 (AICP-0099)
Organization:
American Institute For Chartered Property Casualty Underwriters/The Institutes
Location:
Hybrid
Length:
Self-paced (4-6 weeks)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 3 financial planning
Description

Objective:

The course objective is to enable students to understand the fundamentals of personal financial planning and basic investing and to apply the appropriate planning tools needed in order to maximize wealth and minimize taxes.

Learning Outcomes:

  • understand personal financial planning
  • recommend life insurance and annuities
  • maximize disability and health insurance
  • have a knowledge base regarding the evaluation of investment strategies
  • have a knowledge base regarding the funding of postsecondary education
  • understand how to fund retirement
  • establish an estate plan
  • plan for taxes

General Topics:

  • Understanding personal financial planning
  • Recommending life insurance and annuities
  • Maximizing disability and health insurance
  • Evaluating investment strategies
  • Funding postsecondary education
  • Funding retirement
  • Establishing an estate plan
  • Planning for taxes
Instruction & Assessment

Instructional Strategies:

  • Case Studies
  • Practical Exercises

Methods of Assessment:

  • Examinations

Minimum Passing Score:

70%
Supplemental Materials