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If you’ve got a ChFC from an American College, you’re in the clear. If you are a PFS, a Personal Financial Specialist, extended from your CPA license, you’re waived out of the Series 65. And then if you have the CIC, which is the Chartered Investment Counselor program from the Investment Adviser Association. Course Order Node Queue: ChFC - Course Listing. School: PRED. Program: PRDSC. How the ChFC.
Of those ChFC® designees who move to another educational program:
Become Your Clients' Ultimate Coach
Prepare to assist the more than 76 million baby boomers who are now moving toward retirement with all that lies ahead by signing up for the Chartered Advisor for Senior Living® (CASL®) self-study program. CASL® courses deliver practical education that can help you expand your business and provide lifelong benefits to your clients.
With five in-depth courses, CASL® is the most robust designation available in this specialized field. Completing the program prepares you to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. This is the retirement designation that meets all regulatory standards. learn more...
Prepare to assist the more than 76 million baby boomers who are now moving toward retirement with all that lies ahead by signing up for the Chartered Advisor for Senior Living® (CASL®) self-study program. CASL® courses deliver practical education that can help you expand your business and provide lifelong benefits to your clients.
With five in-depth courses, CASL® is the most robust designation available in this specialized field. Completing the program prepares you to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. This is the retirement designation that meets all regulatory standards. learn more...
Advanced Insurance Specialization
The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients. learn more...
The Chartered Life Underwriter® (CLU®) is the world's most respected designation of insurance expertise, helping you gain a significant advantage in a competitive market. This prestigious course of study helps advance your career by providing in-depth knowledge on the insurance needs of individuals, business owners and professional clients. learn more...
Skills and Confidence to Implement Complex Financial Strategies
Today's wealthy clients are seeking increasingly complex solutions to meet their financial needs. The accredited Master of Science in Financial Services (MSFS) provides you with the tools you need to analyze, plan and implement integrated financial and life strategies, helping you grow your business in affluent markets. learn more...
Today's wealthy clients are seeking increasingly complex solutions to meet their financial needs. The accredited Master of Science in Financial Services (MSFS) provides you with the tools you need to analyze, plan and implement integrated financial and life strategies, helping you grow your business in affluent markets. learn more...
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Enroll Online
(You must know your student ID number)
Enroll Online
(You must know your student ID number)
or...
Call an Education Counselor
Call an Education Counselor
The most popular educational choices for advanced financial planners.
If you have earned your ChFC® designation, you will want to think about what's next for your professional education. Most advisors choose one of the following paths after completing their ChFC®: CASL®, CLU® or MSFS degree.
Your recommended next course:
Health and Long-Term Care Financing for Seniors
HS 351 | $599
HS 351 | $599
American College Chfc Courses
Required for CASL®
As a ChFC® you have either 2 or 3 additional courses to take to earn your CASL®, based on whether or not you took HS 352, Financial Decisions for Retirement, as a ChFC® elective. Either way, HS 351 is an excellent next step for you.
As a ChFC® you have either 2 or 3 additional courses to take to earn your CASL®, based on whether or not you took HS 352, Financial Decisions for Retirement, as a ChFC® elective. Either way, HS 351 is an excellent next step for you.
Provides a thorough analysis of the alternatives available for senior clients to finance medical and long-term care, including private resources, government programs and private insurance. Emphasizes the need for care, the settings in which health care services are provided, and the types of resources available to finance them.
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Planning for Business Owners and Professionals
HS 331 | $599
HS 331 | $599
American College Chfc Designation
Required for CLU®
ChFC®s need 3 additional required courses to earn the prestigious CLU® mark in insurance and risk management. The perfect course for planners to take next is HS 331, which will provide immediate benefits to your practice.
ChFC®s need 3 additional required courses to earn the prestigious CLU® mark in insurance and risk management. The perfect course for planners to take next is HS 331, which will provide immediate benefits to your practice.
Covers tax and legal aspects of organizing a business; compensation planning for the business owner; business succession planning; buy-sell agreements; estate planning and estate freezing techniques; methods for transferring a family business; and lifetime disposition of a business interest.
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Advanced Estate Planning I
GS 815 | $1,150
GS 815 | $1,150
Required for MSFS graduate degree
This is the right place to start if you'd like to pursue your accredited master's degree at The American College. All of your textbooks and materials are included. After you have taken two courses in the curriculum, you will need to supply transcripts and be formally admitted into the program, including payment of your admission fee. Remember that you must have your bachelor's degree from an accredited college or university to be awarded the MSFS. If you do not have a bachelor's degree, call a counselor and we can provide some options for you.
This is the right place to start if you'd like to pursue your accredited master's degree at The American College. All of your textbooks and materials are included. After you have taken two courses in the curriculum, you will need to supply transcripts and be formally admitted into the program, including payment of your admission fee. Remember that you must have your bachelor's degree from an accredited college or university to be awarded the MSFS. If you do not have a bachelor's degree, call a counselor and we can provide some options for you.
This is the first of two advanced gift and estate planning courses and includes an overview of basic gift, estate and generation-skipping transfer tax law and builds on that knowledge for application to real-life cases and situations. Covers taxable transfers of property during life and at death; property valuation; inclusion of property in a decedent's gross estate; the marital, charitable and other deductions; computation processes involved in estate and gift taxation; basic estate planning documents; and estate planning devices.
CASL® Reviews
The Chartered Advisor for Senior Living® is the most advanced retirement credential available. It includes the latest information on retirement income distribution strategies as well as sophisticated techniques for dealing with clients preparing for retirement. Because the curriculum is so robust, it meets regulatory guidelines for use with clients in every jurisdiction.
'CASL® strengthened my status with clients and gave me some valuable insights into the issues that many seniors face. I would strongly recommend the CASL® designation for anyone who works with seniors.'
— Parthasarathy Rajagopalan, LUTCF, CLU®, ChFC®, CASL®, CAP®
Senior Financial Services Executive, MetLife
— Parthasarathy Rajagopalan, LUTCF, CLU®, ChFC®, CASL®, CAP®
Senior Financial Services Executive, MetLife
CLU® Reviews
Chfc Vs Cfp
Earnings for CLU® designees are 27% higher than those of their peers without the designation. According to the 2010-2011 FPA Financial Planning Salary Survey, Senior Financial Planners with a CLU® earn an average of 31% more than those with CFP® certification.
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'Getting my CLU® helped me develop a strong foundation in the insurance industry. The robust knowledge covered in the CLU® has been invaluable in my extensive career and has exceeded my expectations.'
— Kevin Baldwin, CLU,® ChFC,®
Regional Rep of OneAmerica Securities, Managing Director, B&L Financial Architects.
— Kevin Baldwin, CLU,® ChFC,®
Regional Rep of OneAmerica Securities, Managing Director, B&L Financial Architects.
MSFS Reviews
The MSFS (Master of Science in Financial Services) degree is designed for practitioners who are implementing complex financial strategies. The curriculum helps advisors move into more affluent markets with confidence.
'Being an MSFS has enhanced my professionalism and the value I can deliver to my clients. Between the experienced professors, the high level of peer interaction, and robust knowledge base, the MSFS program has been a difference maker in my career. I would recommend this program to anyone looking to move to the next level.'
— Anthony J. Domino, Jr., MSFS, ChFC®, CLU®, CAP®
President, Associated Benefit Consultants, LLC
— Anthony J. Domino, Jr., MSFS, ChFC®, CLU®, CAP®
President, Associated Benefit Consultants, LLC