CPCU® 556 Section I – Final Review

Section I – Before You Move On

Here are a couple of questions to test your understanding of this section. Simply think about these questions and try to answer them in your head without referring to your notes.

If you can’t answer these, you’ll need to study this section a little more.

  • What is Step 3 in the financial planning process?
  • Give an example of Step 6 in the financial planning process?
  • What is estate planning?
  • What is the financial focus of an individual that is married with children in college?
  • What income level during the empty nest stage of the financial planning lifecycle?
  • What is the financial focus of an individual that is single with no children?
SEE ALL Add a note
YOU
Add your Comment

Courses

COURSES

Money Back Guarantee

AssociatePI has the highest quality insurance education courses created by actual insurance professionals who have completed the CPCU® designation. We are so confident that you will pass your exam that we offer a money back guarantee. Pass your exam with the AssociatePI Comprehensive Course or your full money back, guaranteed.

top