CPCU 556 Financial Planning Online Weekly Live Class Feb 2017

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To participate in the CPCU 556 Online Class: Register to become a member of PrepAdemy by clicking the link above. To pay for your class: Once you receive your ID/password, navigate back to this page and click on the button “Register for $299” to pay for your class using a credit card. If you would like to pay by check please call 480-895-0060.

Order the “CPCU 556 Recommended Materials Package” (text and course guide) from The Institutes by calling 1-800-644-2101 or by visiting their website http://theinstitutes.org.

CPCU 556 Financial Planning is one of multiple courses needed to earn the Chartered Property Casualty Underwriter designation. CPCU 556 is considered an advanced course.

Join the live class in progress any time and catch up by watching the recordings.

Wednesdays at 5:00pm EASTERN Time for 2 hours beginning February 8, 2017

The weekly live online class will be held on the following dates using the GoToWebinar virtual classroom tool:

Feb 8 Chapter 1 — Introduction to Personal Financial Planning
Feb 15 Chapter 2 — Life Insurance
Feb 22 Chapter 3 — Annuities
Mar 1 Chapter 4 — Disability and Health Insurance Planning
Mar 8 Chapter 5 — Postsecondary Education Funding
Mar 15 Chapter 6 — Retirement Planning
Mar 22 Chapter 7 — Retirement Funding
Mar 29 Chapter 8 — Estate Planning
Apr 5 Chapter 9 — Investment Basics
Apr 12 Chapter 10 — Income Tax Planning

 

This live online class will help to prepare you to take the CPCU 556 exam at Prometric or at an Onsite testing center during the April 15 – June 15, 2017 testing window. Books and exam fees are not included in the cost of the class. The live online class fee is $299. Call The Institutes at 1-800-644-2101 and order the “CPCU 556 Recommended Materials Package” (Text and Course Guide). You would need to register for your exam with The Institutes by April 15 to pay a discounted exam fee. Each PrepAdemy live online weekly class is RECORDED for the convenience of registered students for review and in case you miss one of the live online classes. The live online class also includes additional review exercises with answers.

Not available for the live weekly class? Purchase immediate access to the previous class recordings here.

Learn more about the CPCU Designation.

 

CPCU 556 – Financial Planning will help:

  • Stay competitive with an ability to integrate financial planning tools with financial products throughout the course of the planning process.
  • Enhance your value to your organization with a broad knowledge of the financial services market.
  • Solidify your value to your customers with the ability to integrate financial asset and property-casualty asset protection functions.