Course Course Summary Section 1 Content Section 1 Content Left Section 1 Content Right Credit Type: Course ACE ID: AICP-0099 Organization's ID: CPCU 556 (AICP-0099) Organization: American Institute For Chartered Property Casualty Underwriters/The Institutes Location: Hybrid Length: Self-paced (4-6 weeks) Dates Offered: 1/1/2022 - 12/31/2025 8/1/2017 - 12/31/2021 4/1/2003 - 12/31/2013 Credit Recommendation & Competencies Section 2 Content Section 2 Content Left Section 2 Content Right Level Credits (SH) Subject Lower-Division Baccalaureate 3 financial planning Description Section 3 Content Section 3 Content Left Section 3 Content Right Objective: The course objective is to enable students to understand the fundamentals of personal financial planning and basic investing and to apply the appropriate planning tools needed in order to maximize wealth and minimize taxes. Learning Outcomes: understand personal financial planning recommend life insurance and annuities maximize disability and health insurance have a knowledge base regarding the evaluation of investment strategies have a knowledge base regarding the funding of postsecondary education understand how to fund retirement establish an estate plan plan for taxes General Topics: Understanding personal financial planning Recommending life insurance and annuities Maximizing disability and health insurance Evaluating investment strategies Funding postsecondary education Funding retirement Establishing an estate plan Planning for taxes Instruction & Assessment Section 4 Content Section 4 Content Left Section 4 Content Right Instructional Strategies: Case Studies Practical Exercises Methods of Assessment: Examinations Minimum Passing Score: 70% Supplemental Materials Section 5 Content Section 5 Content Left Section 5 Content Right Section 6 Content Section 6 Content Left Section 6 Content Right Button Content Rail Content 1 Other offerings from American Institute For Chartered Property Casualty Underwriters/The Institutes Addressing Commercial Liability Risk (AICP-0052) Addressing Commercial Property Risk (AICP-0051) Claims in an Evolving World (AICP-0127) Connecting the Business of Insurance Operations (AICP-0053) Developing Personal Insurance Solutions (AICP-0098) Evaluating Commercial Underwriting Risks (AICP-0139) Exploring Reinsurance Products and Transactions (AICP-0104) Holistically Assessing Risk (AICP-0158) Impacting the Bottom Line of Insurance Financials (AICP-0056) Increasing Your Insurance IQ (AICP-0156) View All Courses Page Content