**Special Note
The ChFC® will require a total of nine college-level courses for students starting the program on or after October 1, 2009. HS 332 (Financial Planning Application) will be added as the ninth course.
Course Titles |
Course Requirements |
|||
| Revision | CLU® | ChFC® | CFP® | |
| HS 300 Financial Planning: Process and Environment | 3rd Edition | elective | required | required |
| HS 311 Insurance Planning | 3rd Edition | required | required | required |
| HS 321 Income Taxation | 9th Edition | elective | required | required |
| HS 323 Individual Life Insurance | 7th Edition | required | ||
| HS 324 Life Insurance Law | 6th Edition | required | ||
| HS 326 Planning for Retirement Needs | 10th Edition | elective | required | required |
| HS 328 Investments | 5th Edition | elective | required | required |
| HS 330 Fundamentals of Estate Planning | 12th Edition | required | required | required |
| HS 331 Planning for Business Owners and Professionals | 12th Edition | required | ||
| HS 332 Financial Planning Applications | 21st Edition | elective | ||
| HS 334 Estate Planning Applications | 9th Edition | elective | elective | |
| HS 352 Financial Decision Making at Retirement | 3rd Edition | elective | ||
Think Ahead! The American College courses are revised by the schedule above. Since Keir’s materials are available 4-6 weeks after the release of The American College materials, we advise students to schedule their exams for the quarter following the release of The American College materials.