Personal Financial Planning: Comprehensive Case Analysis
The Burnham System
HS 333
PDF & MP3
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 © 2021 The Burnham System

HS 333
Digital & Audio Book

Personal Financial Planning: Comprehensive Case Analysis Study Guide

The Burnham System is the gold standard for HS 333 study guide materials. Using our guide you will learn everything needed to pass the HS 333 Exam in the shortest time possible. Simply, you will learn more faster.


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

  • HS 333 Audio Study Guide Narrations, in MP3 file format, expertly narrated by Lisa Tobey
  • Our definitions for each assignment's key words and other new terms
  • A sample diagnostic exam with answers and explanations


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


Current Text Edition: 25th


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


Number of study guide pages: 84

Covered within this study guide:

  • The Financial Planning Process
  • Case Studies and Live Clients
  • Preparing a Financial Plan for James and Elizabeth Black
  • Planning for Younger Clients
  • Planning for the Self-Employed Professional
  • Planning for the Small Family-Owned Business and its Owners
  • Planning for the Officer of a Large Corporation
  • Planning for a Surviving Spouse of a Terminally Ill Client
  • Comprehensive Case Studies
  • , in the Addenda, Annuities, Business Property and Liability Insurance
  • College Funding
  • Disability Income Insurance
  • Estate Planning
  • Homeowners Insurance
  • Income Taxation
  • Investments and Investment Returns
  • Life Insurance
  • Long-Term Care Insurance
  • Medical Expense Insurance
  • Personal Auto Insurance
  • Personal Umbrella Liability Insurance
  • Retirement Planning
  • Social Insurance, including Social Security, Medicare, Unemployment, and Workers Compensation
  • The Time Value of Money

As a good study guideline, figure anything in those 84 pages might be on your exam and that there will be nothing on your exam that is not covered in those 84 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.

$195.00