Recordings: CPCU 556 Financial Planning

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Immediate Access Class Lectures

Live online class begins 11/12/19 and ends 1/14/20 Tuesdays at 7:30 – 9:00 pm ET

The CPCU 556 live and online weekly class based on the new textbook materials has concluded. Realizing that there may be students who already have their CPCU 556 textbooks, and who want to take the CPCU 556 exam before the next live and online weekly class is offered, registration for access to the previous weekly class recordings, downloadable notes pages, and chat tips is available now. Tutoring support is included. The next live and online weekly class for CPCU 556 will be offered beginning in January 2019.

To access over 13 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 556 Recommended Materials Package” (text and course guide) from The Institutes by calling 1-800-644-2101 or by visiting their website

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.

Chapter 1 — Introduction to Personal Financial Planning
Chapter 2 — Life Insurance
Chapter 3 — Annuities
Chapter 4 — Disability and Health Insurance Planning
Chapter 5 — Postsecondary Education Funding
Chapter 6 — Retirement Planning
Chapter 7 — Retirement Funding
Chapter 8 — Estate Planning
Chapter 9 — Investment Basics
Chapter 10 — Income Tax 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 556 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 about the Chartered Property Casualty Underwriter designation program


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.