Financial Services Institutions
The Burnham System
CPCU 560
PDF
Basic Study Material

The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, AIAF, and PRC; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

Copyright © 2024 The Burnham System

CPCU 560
Digital Book

Financial Services Institutions Study Guide

The Burnham System is the gold standard for CPCU 560 study guide materials. Using our guide you will learn everything needed to pass the CPCU 560 Exam in the shortest time possible. Simply, you will learn more faster.


Included for FREE with your purchase of this Digital Study Guide:

  • Ray's answers to each assignment's review questions
  • Ray's definitions for each assignment's key words and other new terms
  • A sample diagnostic exam with answers and explanations


Study guide last updated: June 02, 2021


Current Text Edition: 1st

Current Course Guide Edition: 1st


Ray's estimate of course difficulty (1, easiest and 10, hardest): 7


Number of study guide pages: 48


Covered within this study guide:

  • Introduction to Financial Markets and Financial Institutions
  • The Federal Reserve
  • Money, Bond, Stock, and Derivative Securities Markets
  • Commercial Banks, Thrift Institutions, Finance Companies, Insurance Companies, Securities Firms, and Investment Banks
  • Mutual and Pension Funds
  • Risks of Financial Institutions
  • Liquidity Risk

As a good study guideline, figure anything in those 48 pages might be on your exam and that there will be nothing on your exam that is not covered in those 48 pages.


Notice: AAI®, AFSB®, AIDA®, AINS®, AMIM®, ANFI®, APA®, CPCU®, AAI-M™, AIAF™, AIC™, AIC-M™, AIM™, AIS™, AIT™, API™, ARC™, ARe™, ARM™, ARM-E™, ARM-P™, ASLI™, AU™, and AU-M™ are registered (®) or unregistered (™) trademarks of the American Institute For Chartered Property Casualty Underwriters, d/b/a The Institutes. SPPA® is a registered trademark.

The Burnham System, Inc. is not affiliated or associated with The Institutes in any way, and The Institutes do not endorse, approve, support, or otherwise recognize The Burnham System, Inc. or its products or services.


The Burnham System is written and promptly revised by

Ray Burnham, CPCU, CLU, ARM, AIC, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, ALCM, AAI, AAI-M, APA, ARP, AIAF, AMIM, AAM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, PRC, REBC, RHU, ASF, LIA, CASL, ChFC, and PRC;

Jean O’Reilly, PhD, CPCU, ARM, AINS, AIS, API, AIC, SPPA, AIM, AIC-M. ARM-E, AU, AU-M, AAI, AAI-M, APA, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, AIAF, and PRC; and

Lisa Tobey, JD, CPCU, CLU, ARM, AINS, AIS, API, SPPA, AIM, AIC-M, ARM-E, AU, AU-M, AAI, AAI-M, APA, AIAF, AMIM, AIT, ARe, AFSB, ASLI, AIDA, ARC, ARM-P, ACS, PRC, RWCS, RHU, REBC, CASL, AIC, EA, ChFC, and PRC.

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