CPCU 556 - Financial Planning
Registration is closed, please email IPEx if you would like to be added to the waitlist for this program.
Learn to:
Improve ability to compete in the marketplace by learning about personal financial products and their use. 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
What to Expect:
- Course Level: Advanced
- This is a 12 week program
- Next scheduled session: TBD
- Will be held Davenport University Livonia, MI Campus
Course 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
INVESTMENT: $645 total
The instruction investment for this program is $475 per person.
Recommended Text and Course Guide with access to Online Practice Exams will be provided at cost of $170.
The course fee does not include the exam fee for AICPCU scheduled online exam-students schedule this separately from the course at: http://www.aicpcu.org/register/examinfo.htm
