Course curriculum

  • 1

    Introduction

  • 2

    Downloads

    • About The CPCU 540 Exam

    • Formulas & Tables Accessible During the Exam

    • Formulas NOT Provided During the Exam

  • 3

    Lecture

    • Lecture Introduction

    • Capital Management

  • 4

    Quizzes

    • Practice Questions

FAQ

  • Why are there two available versions of this chapter?

    In July 2018, the Institutes updated their textbook, releasing the 3rd edition. The 3rd edition has a lot in common with the 2nd edition of the book, albeit with a few key differences in chapter numbering and one entirely new chapter on Financial Markets & Institutions.

  • Why are you still offering the 2nd edition version of the course?

    The CPCU still offers students the ability to take the exam based off of the 2nd edition version of the textbook. We received requests to keep the 2nd edition of the course available for this reason.

  • I accidently purchased the wrong edition of the course. What do I do now?

    If you mistakenly purchased the wrong edition of a course, or a bundle of courses, send an email to Derek@DavidPetersFinancial.com explaining the situation and we will get you enrolled in the correct version of the course.

     Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity. 

     This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

     Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial.


David Peters Financial

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