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Home > CPCU > CPCU 556

CPCU 556 – Personal Financial Planning

Topics covered in the CPCU 556 include the following:

  • Introduction to Personal Financial Planning
  • Life Insurance and Social Security
  • Health, Disability, and Long-Term Care Insurance
  • Basic Investment Principles
  • Equity Investments
  • Fixed-Income Investments
  • Mutual Funds
  • Asset Allocation
  • Income Tax Planning
  • Planning for Retirement
  • Individual Retirement Accounts (IRAs) and Individual Annuity Contracts
  • Planning for Distributions From Qualified Retirement Plans and IRAs
  • Estate Planning
  • The Transfer Tax System
  • Estate Planning Tools and Tools for Education Planning

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CPCU 556 Requirements
 CPCU/IIA
CPCU 510
CPCU 520
CPCU 530
CPCU 540
CPCU 560
CPCU 551
CPCU 552
CPCU 553
CPCU 555
CPCU 556
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CPCU 557
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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”