Program Detail

CPCU 556: Personal Financial Planning



Description: Topics include life insurance and social security, health, disability, long-term care, basic investment principles, equity and fixed income investments, mutual funds, asset allocation, income tax planning, planning for retirement, estate planning, and financing education expenses. DOI CE: 40 CE hours for fire/casualty broker agents for instructor led courses Online course not approved for DOI CE credit. However, CE credit can be obtained by passing the National Exam through IIA, www.aicpcu.org. Other CE: none

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