Course Course Summary Section 1 Content Section 1 Content Left Section 1 Content Right Credit Type: Course ACE ID: AICP-0099 Organization's ID: CPCU 556 Organization: American Institute For Chartered Property Casualty Underwriters/The Institutes Location: Classroom-based Length: 10 weeks (40 -- 60 hours) Dates Offered: 1/1/2022 - 12/31/2025 8/1/2017 - 12/31/2021 4/1/2003 - 12/31/2013 Credit Recommendation & Competencies Section 2 Content Section 2 Content Left Section 2 Content Right Level Credits (SH) Subject Lower-Division Baccalaureate 3 Financial Planning Description Section 3 Content Section 3 Content Left Section 3 Content Right 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: Illustrate the features and tax implications of various types of investments Describe the role of government programs in personal financial planning Distinguish various approaches to investments in equities, mutual funds, IRAs, annuities, fixed income investments, and qualified retirement plans Identify and classify the various sources of retirement income Examine the role of federal taxation in estate planning Explain the personal financial planning process Identify the major classifications of personal financial planning objectives and how risk tolerance relates to selection of investments Analyze the importance of health, disability, and long-term care insurance in personal financial planning Assess the proper allocation of assets in order to meet investment objectives Explain the valuation of property in the estate planning process General Topics: Introduction to personal financial planning Life insurance Annuities Disability and health insurance planning Post-secondary education funding Retirement planning Retirement funding Estate planning Investment basics Income tax planning Instruction & Assessment Section 4 Content Section 4 Content Left Section 4 Content Right Instructional Strategies: Case Studies Practical Exercises Methods of Assessment: Examinations Minimum Passing Score: 70% Supplemental Materials Section 5 Content Section 5 Content Left Section 5 Content Right Section 6 Content Section 6 Content Left Section 6 Content Right Button Content Rail Content 1 Other offerings from American Institute For Chartered Property Casualty Underwriters/The Institutes Addressing Commercial Liability Risk (AICP-0052) Addressing Commercial Property Risk (AICP-0051) Claims in an Evolving World (AICP-0127) Connecting the Business of Insurance Operations (AICP-0053) Developing Personal Insurance Solutions (AICP-0098) Evaluating Commercial Underwriting Risks (AICP-0139) Exploring Reinsurance Products and Transactions (AICP-0104) Holistically Assessing Risk (AICP-0158) Impacting the Bottom Line of Insurance Financials (AICP-0056) Increasing Your Insurance IQ (AICP-0156) View All Courses Page Content