Course offered by
The Institutes Knowledge Group
CPCU 555: Advancing Personal Insurance Products
Overview
Gain the skills you need to clearly explain and recommend personal insurance options to customers. After completing CPCU 555, you’ll be able to analyze home and personal auto loss exposures, identify life and health insurance gaps for customers, recommend personal investment strategies, and more.
Skills You’ll Gain
Analyze personal auto and homeowners’ loss exposures so you can choose the best risk management techniques for your customers
Help homeowners understand what their liabilities are and recommend coverage to best manage them
Confidently explain auto and residential property coverage benefits so customers feel taken care of by the coverage you recommend
Assess individual financial needs of your customers to help safeguard their financial future
Ready-Made Career Skills:
- Personal Insurance
- Personal Lines Auto
- Homeowners Insurance
- Risk Management
- Risk Analysis
- Critical Thinking
- Problem Solving
- Life Insurance
Assignments
Exam Prep Tools
This course comes with proven, comprehensive study materials to help you take The Institutes Designations' exam with confidence:
- Online Course and Printed Course Book: Learn in the format that works best for you, depending on the course package you choose.
- AI Learning Support: Get help when you need it with an AI-powered tool built directly into your course. Ask questions, get explanations, and stay focused as you work through core topics.
- Mobile App with Audio: A flexible and convenient way to assess your understanding anytime, anywhere, and includes audio versions of your course material.
- Practice Questions: Test your understanding throughout the course with knowledge checks and exam practice questions designed to reinforce key concepts, identify areas for review, and help you prepare with confidence.
- Simulated Exam: Strengthen your readiness using a timed exam that mirrors the structure and difficulty of the actual exam. Students who complete the simulated exam pass at higher rates than those who don't.
- Study Outlines: Reinforce your learning with study outlines designed to help you take notes and review the material as you progress through the course, with the option to print.
- Resources: Take advantage of optional learning resources to reinforce your understanding and support your personal study routine.
Try CPCU For Free!
CPCU Sample Course
- Topics
-
- Building Your Foundation
- Risk Management and Insurance in Action
- The Vital Role of Risk Management and Insurance
- The Evolving Insurance Industry
- Solving Business Problems with Critical Thinking
- The Effect of Data Analytics on the Insurance Value Chain
- Innovating Across the Insurance Value Chain
- Average Completion Time
- 30-60 Minutes
FAQs
- Does this course give me credit toward The Institutes Designations? Yes! CPCU 555 gives you credit toward the CPCU and Associate in Personal Insurance (API) designations. See the full list of designations that CPCU courses can give you credit toward.
- How long does the course take? CPCU 555 typically takes students 6-8 weeks to complete.
- How is The Institutes Designations' exam structured? You will have 65 minutes to complete 50 questions, and your exam will be virtually proctored. Visit the Virtual Exam Proctoring page to learn how it works, common FAQs, technical requirements, and more.
- How do testing windows work? We offer The Institutes Designations' exams in 4 testing windows throughout the year.* You can complete your exam at any time in the testing window that you registered for. Access your exam from your account when the window opens and complete any time until 11:59 p.m. ET on the final day of the window.
- Quarter 1: January 15 – March 15
- Quarter 2: April 15 – June 15
- Quarter 3: July 15 – September 15
- Quarter 4: October 15 – December 15
*Exam windows that close on a weekend will be extended to the following business day.