Insurance and Financial Planning
The Burnham System
HS 318
PDF
Basic Study Material

The Burnham System is written and frequently 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, REBC, RHU, ASF, LIA, CASL, and ChFC;

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, and AIAF; 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, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Copyright © 2018 The Burnham System

HS 318
Digital Book

Insurance and Financial Planning Study Guide

HS 318 is no longer offered by The American College, but since you might find its content of value, it is available in PDF format at half-price


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

  • Our definitions of each assignment's key words and other new terms


PDF Notice: PDF files are not printable. They are digitally annotatable.


Current Text Edition: Final


Ray's estimate of course difficulty (1, easiest and 10, hardest): 8


Number of study guide pages: 104

Covered within this study guide:

  • Introduction to and Legal and Ethical Issues in Financial Planning
  • Effective Communication
  • Risk Tolerance in Financial Decisions
  • The Time Value of Money
  • Introduction to Risk Management and Insurance
  • The Insurance Industry including Types of Insurers, Marketing Systems, and Insurance Company Operations
  • Legal Principals of Insurance
  • Social Insurance
  • Life Insurance and Annuities
  • Medical Expense, Disability Income, and Long-Term Care Insurance
  • Property and Liability Exposures, including Homeowners, Auto, Umbrella, and Commercial Insurance

As a good study guideline, figure anything in those 104 pages might be on your exam and that there will be nothing on your exam that is not covered in those 104 pages.


The Burnham System is written and frequently 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, REBC, RHU, ASF, LIA, CASL, and ChFC;

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, and AIAF; 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, RWCS, RHU, REBC, CASL, AIC, EA, and ChFC.

Reg.
$195.00

On Sale
$95.00*