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Gain the Skills You Need to Succeed. The CPCU program is better than ever. CPCU Program*
The program Foundation Courses
• Focuses on the legal, financial, and operational aspects of risk CPCU 510 Foundations of Risk Management, Insurance, and Professionalism
management and insurance, as well as on financial services. CPCU 520 Insurance Operations, Regulation, and Statutory Accounting
• Reflects the current business environment. CPCU 530 The Legal Environment of Insurance
• Provides a broad understanding of property-casualty insurance. CPCU 540 Finance for Risk Management and Insurance Professionals
CPCU 560 Financial Services Institutions
Enjoy the Benefits of Being a CPCU.
Commercial Concentration Courses
• Gain a solid, practical knowledge base. CPCU 551 Commercial Property Risk Management and Insurance
• Learn skills that you can put to work immediately. CPCU 552 Commercial Liability Risk Management and Insurance
• Distinguish yourself from your peers and show that you are committed to CPCU 553 Survey of Personal Risk Management, Insurance, and Financial Planning
professionalism in your field. Personal Concentration Courses
• Earn the respect accorded people who hold the designation. CPCU 555 Personal Risk Management and Property-Liability Insurance
The CPCU program has an education, ethics, and experience requirement. CPCU 556 Personal Financial Planning
See page 30 for a complete description of CPCU requirements. CPCU 557 Survey of Commercial Risk Management and Insurance
*All candidates must complete the five foundation courses. In addition, you select
either the commercial or personal insurance concentration and complete the three
courses in the concentration of your choosing. You may not combine courses from
both concentrations.
Study materials listed in this publication are valid for exams administered in 2008; study materials are subject to change without notice thereafter.
If you are uncertain about your study materials, check the Institutes’ Web site, www.aicpcu.org, or call Customer Support at (800) 644-2101.
The Institutes: (800) 644-2101 • www.aicpcu.org • customersupport@cpcuiia.org CPCU Professional Designation Program • 27
Study materials listed in this publication are valid for exams administered in 2008; study materials are subject to change without notice thereafter.
If you are uncertain about your study materials, check the Institutes’ Web site, www.aicpcu.org, or call Customer Support at (800) 644-2101.
28 • CPCU Professional Designation Program The Institutes: (800) 644-2101 • www.aicpcu.org • customersupport@cpcuiia.org
Study materials listed in this publication are valid for exams administered in 2008; study materials are subject to change without notice thereafter.
If you are uncertain about your study materials, check the Institutes’ Web site, www.aicpcu.org, or call Customer Support at (800) 644-2101.
The Institutes: (800) 644-2101 • www.aicpcu.org • customersupport@cpcuiia.org CPCU Professional Designation Program • 29
CPCU 556—Personal Financial Planning Are you in Human Resource Management or Employee Benefits?
What You Will Learn. Life Insurance and Social Security; Health, Disability, and Long-Term Care; The Institutes have a cooperative arrangement with the International
Basic Investment Principles; Equity and Fixed-Income Investments; Mutual Funds; Asset Allocation; Foundation of Employee Benefit Plans. Its Certified Employee Benefit
Income Tax Planning; Planning for Retirement; Estate Planning; and Financing Education Expenses. Specialist (CEBS) designation program waives CPCU 556—Personal
Study Materials Item # Cost Financial Planning in the CPCU program. Log on to www.cebs.org or call
Comprehensive Package (includes Text, Course Guide, Practice 556CP $176 (800) 449-2327 for information about the CEBS designation.
Exam CD-ROM, and SMART Study Aids)
Required Materials Package (includes Text, Course Guide, and 556RP $100
Practice Exam CD-ROM)
Personal Financial Planning, 4th ed. (Course Guide and 55601 $48
Practice Exam CD-ROM)
Personal Financial Planning, 2nd CPCU ed. (Text) 55602 $52
SMART Study Aids, 3rd ed. (Review Notes and Flash Cards) 556S $76
Study materials listed in this publication are valid for exams administered in 2008; study materials are subject to change without notice thereafter.
If you are uncertain about your study materials, check the Institutes’ Web site, www.aicpcu.org, or call Customer Support at (800) 644-2101.
30 • CPCU Professional Designation Program The Institutes: (800) 644-2101 • www.aicpcu.org • customersupport@cpcuiia.org