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***Update 02-27-2024: BigDaddy U’s study materials for CPCU 540 is now up to date with the version of CPCU 540 released in July 2023***    The Institutes has released an updated version of the CPCU 540 course titled “Contributing to Insurer Financial Performance” for exams......

    How is the CPCU program changing?   The Institutes has changed the requirements for the CPCU designation and released new course materials for all of their CPCU courses. While the course numbers are staying the same, the course names have changed and consequently......

***Update 01-03-2024: BigDaddy U’s study materials for CPCU 500 is now up to date with the version of CPCU 500 released in July 2023***    The Institutes has released an updated version of the CPCU 500 course for exams starting on October 15, 2023. Exams in......

NASAA has updated the test specifications for the Series 63, 65, and 66 exams starting June 12, 2023. We have compared the old and new test specifications and have identified the topics that have been newly added to the document. Some of the topics (such......

***March 2021 UPDATE: The BigDaddy U CPCU 553 study materials are completely up to date with the new 1st edition online course materials from The Institutes***   The Institutes has updated the course materials for their CPCU courses to a new “online” version. New exams......

***6-23-21 UPDATE: The BigDaddy U CPCU 552 study materials are completely up to date with the new 1st edition online course materials from The Institutes***   The Institutes has updated the course materials for their CPCU courses to a new “online” version. New exams for......

The Institutes has updated the course materials for their CPCU courses to a new “online” version. New exams for CPCU 551, 552, and 553 will start on January 15, 2021. The topics covered in the new 1st edition online CPCU 551 have not changed dramatically......

The Institutes has updated the course materials for their CPCU courses to a new “online” version. New exams for CPCU 555, 556, and 557 will start on January 15, 2021. The vast majority of the course content for the new CPCU 556 is the same......

  The Institutes has updated the course materials for their CPCU courses to a new “online” version. New exams for CPCU 555, 556, and 557 will start on January 15, 2021. The vast majority of the course content for the new CPCU 557 is the......

  The Institutes has updated the course materials for their CPCU courses to a new “online” version. New exams for CPCU 555, 556, and 557 will start on January 15, 2021. The topics covered in the new 1st edition online CPCU 555 have not changed......

  The Institutes has updated their course materials for their CPCU courses to a new “online” version. New exams for CPCU 500, 520, 530, and 540 started on October 15, 2020. While there were major changes to CPCU 500 & 540, CPCU 520 only received......

The Institutes has released new course materials for exams starting in the October – December 2020 testing window. A summary of those changes and how they affect the existing BigDaddy U study materials is listed below. CPCU 500 has been completely changed. The existing BDU......

The Institutes has updated their CPCU 530 textbook and began testing students over the new content for exams starting on January 15, 2020. Below you will find a summary of the differences between the old textbook (1st edition) and the new textbook (2nd edition). Chapter......

The Institutes has updated their CPCU 520 textbook and will be testing students over the new content for exams starting on January 15, 2019. Below you will find a summary of the differences between the old textbook (2nd edition) and the new textbook (3rd edition).......

The Institutes has updated their CPCU 500 textbook and will be testing students over the new content for exams starting on July 15, 2018. Below you will find a summary of the differences between the old textbook (2nd edition) and the new textbook (3rd edition).......

The Institutes has updated their CPCU 540 textbook and will be testing students over the new content for exams starting on July 15, 2018. Below you will find a summary of the differences between the old textbook (2nd edition) and the new textbook (3rd edition).......

The process of filing your tax return can be confusing and stressful, because the tax laws become more complex each year. Even if you use tax software, the preparation of your taxes is a time-consuming task, and educating yourself about tax issues can be overwhelming. To......

Albert Einstein said this about compound interest: “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” Understanding some key points about the time value of money will help you with the financial......

Setting up a trust can help individuals direct assets to their heirs and minimize the tax impact of owning and transferring these assets. Here are five reasons why setting up a trust can benefit heirs: 1) Trusts are managed by fiduciaries A fiduciary is someone who is......

Variable annuities (VAs) are an attractive investment, because they offer the ability to invest on a tax-deferred basis, and provide a stream of income that can last a lifetime. VAs, however, can be complex, so all investors should learn the pros and cons of owning......