CPCU 553 Survey of Personal Insurance and Financial Planning

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Immediate Access Class Lectures

Live online class begins 1/29/20 and ends 4/1/20 Wednesdays at 6:00 – 7:15pm ET

If you are joining the live weekly class, please make sure you read the first chapter, watch the lecture recording, and complete your course guide BEFORE class. The live class time will be student interactive application exercises. If you do not do the prep work prior to class, you will be lost.

To access over 18 hours of class recordings based on existing course materials, register to become a member of PrepAdemy by clicking the link above. To pay for access to the recordings: Once you receive your ID/password, navigate back to this page and click on the button “Register for $299” to pay for access to the recordings using a credit card. If you would like to pay by check please call 480-895-0060.

Order the “CPCU 553 BASIC Materials Package” (text and course guide) from The Institutes by calling 1-800-644-2101 or by visiting their website http://theinstitutes.org.

CPCU 553 Survey of Personal Insurance and Financial Planning is one of multiple courses needed to earn the Chartered Property Casualty Underwriter designation. CPCU 553 is considered an intermediate course.

Chapter 1 – Personal Insurance Overview
Chapter 2 – Automobile Insurance and Society
Chapter 3 – Personal Auto Policy: Liability, Med Pay, and UM Coverage
Chapter 4 – PAP – Physical Damage, Duties After an Accident, Endorsements
Chapter 5 – Homeowners Property Coverage
Chapter 6 – Homeowners Liability, Conditions, Coverage Forms, and Endorsements
Chapter 7 – Other Residential Insurance
Chapter 8 – Other Personal Property and Liability Insurance
Chapter 9 – Life Insurance Planning
Chapter 10 – Retirement Planning
Chapter 11 – Disability and Health Insurance Planning


These class recordings (combined with textbook and course guide study) will help guide you through the course and help you prepare to take the CPCU 553 exam at Prometric or at an Onsite testing center. Books and exam fees are not included in the cost of access to the class recordings. The fee to access the class recordings is $299.

Learn more about the CPCU Designation.


CPCU 553 Survey of Personal Insurance and Financial Planning will help:

  • Relate complex personal insurance theory to the loss exposures your customers face.
  • Confidently understand personal insurance coverages and approaches to addressing property and liability loss exposures.
  • Provide well-rounded customer support with a strong understanding of personal risk management.