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CPCU 553: Understanding Personal Insurance and Finance

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Overview

Provide comprehensive customer support with an enhanced understanding of personal risk management and planning. Build your skills in personal auto, property and liability coverage, and learn how to help customers manage their money and build wealth.

6-8 WEEKS
Strategic
Skills You’ll Gain

checkmark Identify life and health insurance coverage gaps so customers feel prepared for unforeseen health situations

checkmark Recommend retirement and estate plan solutions so customers feel confident that their future is secure

checkmark Clearly explain personal auto and residential property coverage benefits so customers feel taken care of by the coverage you recommended

Ready-Made Resume Skills:

  • Personal Insurance
  • Risk Management
  • Life Insurance
  • Health Insurance
  • Financial Planning
  • Estate Planning

Assignments

Assignment 1:
Examining Personal Auto Coverage
60 Minutes
Assignment 2:
Customizing Personal Auto Coverage
50 Minutes
Assignment 3:
Protecting Residential Property
60 Minutes
Assignment 4:
Managing Homeowners Liability
70 Minutes
Assignment 5:
Understanding Personal Financial Planning
45 Minutes
Assignment 6:
Recommending Life and Health Insurance
50 Minutes
Assignment 7:
Funding Retirement
60 Minutes
Assignment 8:
Establishing an Estate Plan
40 Minutes
Study Plan

Exam Prep Tools

CPCU 553 comes with proven, comprehensive study materials to help you pass your exam with confidence:

  1. Practice Quizzes: Quickly see where your knowledge gaps are with online practice quizzes for each assignment and for the full course. You can take them as many times as you want! 
  2. Simulated Exam: Designed to give you the full experience of your final exam, the simulated exam is a timed exam that you can take only once. It mimics the exam structure and level of questions you’ll find on the actual exam. Students who take their Institutes simulated exam pass their exams at higher rates than students who don’t.
  3. Discussion Boards: Better understand how concepts you’re learning apply to real-life, professional experiences by connecting, gaining tips, and sharing best practices with other individuals in your field.
  4. Flashcards: Test yourself on key terms with flashcards that help you fit studying into your busy schedule.

Try CPCU For Free!

Sample the CPCU designation in just 30-60 minutes to make sure it’s the right fit for you!

FAQ

FAQs

  1. Does this course give me credit toward a designation?
    • Yes! CPCU 553 gives you credit toward the CPCU designation.
  2. How long does the course take?
    • CPCU 553 typically takes students 6-8 weeks to complete.
  3. How is the exam structured?
    • Virtual exams are timed. You will have 65 minutes to complete 50 questions.
  4. What’s included in my course materials?
    • In addition to the online course, you have access to assignment quizzes, practice exams, discussion boards, and a simulated credentialing exam. Depending on the package you choose, you may receive a printed course book as well.
  5. How do testing windows work?
    • We offer 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