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CPCU 556

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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

Course Fees:

Cost for this program is $645 per person for facilitation and $150 for textbooks and materials and must be paid prior to the first day of class. 

Total Investment: $795

The materials required for this course is the CPCU 556 Comprehensive Package, including Course Guide, Text, and access to online practice exams. Materials will be distributed on the first evening of class.


The course fee does not include the exam fee for AICPCU scheduled online exam-students schedule this separately from the course at:

Questions? Contact IPEx at 616.233.2589 or email us