- Certified Financial Planner
Financial Planning Process & Insurance (CFPE 1101)
The CFP Program's first course begins with a presentation of the basics that will form the foundation of knowledge necessary for financial services professionals. The financial planning process; the legal, ethical, and regulatory issues affecting financial planners; and the time value of money is covered. The course continues with a discussion of the principles of risk management and insurance, which identifies a client's risk exposures and selects the appropriate risk management techniques. The thirty-hour (ten three-hour sessions) course has a cost of $250 plus study materials.
Tax Planning (CFPE 1103)
Because taxes affect virtually every financial decision, having timely knowledge of tax laws and issues greatly enhances your effectiveness as a financial professional--and broadens your opportunities to do business. This course emphasizes the fundamentals of individual income taxation, the tax implications of various types of businesses, tax-advantaged investments, employee compensation issues and planning, the alternative minimum tax, tax traps, and more. The thirty-hour (ten three-hour sessions) course has a cost of $250 plus study materials.
Planning & Employee Benefits (CFPE 1104)
This course covers all the major retirement-related issues--retirement savings needs analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health, and disability insurance; nonqualified deferred compensation; and other commonly provided employee benefits are examined. The thirty-hour (ten three-hour sessions) course has a cost of $250 plus study materials.
Planning (CFPE 1105)
Estate Plannning is a critical element of a total financial plan, especially in your work with high net-worth clients. This course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills intestacy, probate, trusts, and more. The thirty-hour (ten three-hour sessions) course has a cost of $250 plus study materials.
- Certified Property/Casualty Underwriter Designation
The CPCU program is recommended for experienced personnel who have a strong knowledge of insurance practices; people who have completed the Program in General Insurance (INS) or any of the IIA specialty programs; and risk managers information systems specialists, accountants, safety professionals, attorneys, professors of insurance, recent graduates of schools of business, and other professionals whose jobs require an understanding of property and liability insurance contracts and functions. Earning the CPCU designation requires passing nine (9) national examinations and meeting the Related Studies requirement as well as having a minimum of three (3) years' experience in the insurance business and abiding by the American Institute's Code of Professional Ethics.
The CPCU Program Structure has five Foundation Courses. You may then choose your concentration courses in Commercial or Personal Insurance. There are three Commercial and three Personal concentration courses. Either CPCU 510 or 520 is a good starting place. However, students may take the courses in any order. The thirty-hour course has a cost of $250 plus study materials.
Five (5) Foundation Courses:
CPCU 510: Foundations of Risk Management, Insurance and Professionalism
CPCU 520: Insurance Operations and Regulation
CPCU 530: The Legal Environment of Risk Management and Insurance
CPCU 540: Business/Financial Analysis for Risk Management and Insurance Professionals
CPCU 560: Financial Services Institutions
Three (3) Commercial or Personal Concentration Courses:
CPCU 551: Commercial Property Risk Management and Insurance
CPCU 552: Commercial Liability Risk Management and Insurance
CPCU 553: Survey of Personal Risk Management, Insurance and Financial Planning
Personal (with Commercial Survey):
CPCU 555: Personal Risk Management and Property-Liability Insurance
CPCU 556: Personal Financial Planning
CPCU 557: Survey of Commercial Risk Management and Insurance
It is important to allow significant registration and shipping time (minimum three (3) weeks) prior to the beginning of a study course.