Further your knowledge with advanced planning applications
The ChFC® prepares you to meet the advanced financial planning needs of individuals, professionals, and small-business owners. You'll gain a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning. In fact, ChFC® designees average up to 51% higher income than their peers.
Earn the ChFC® Your Way
The comprehensive core of ChFC® knowledge is supplemented by a broad selection of elective courses, allowing you to customize your program with practical planning applications. Complete your program as fast as you like with leading-edge texts and access to extensive online study aides at no additional charge, including:
Supplemental readings
Online discussion with course professors
Sample questions
Practice exams
Additional Study Support
Cost-effective supplementary study materials, developed in partnership with Kier Educational Resources, are also available for select CFP® Certification Curriculum courses. Click here for information on the supplemental study materials.
The ChFC® (Chartered Financial Consultant®) Designation can be earned by completing 7 required courses: HS 300, HS 311, HS 321, HS 326, HS 328, HS 330 and HS 332, and 2 elective courses from the following group: HS 322, HS 334, HS 342, and HS 352.ChFC® Curriculum (Get course descriptions here.) Required Courses: HS 300 Financial Planning: Process and Environment* HS 311 Fundamentals of Insurance Planning HS 321 Income Taxation HS 326 Planning for Retirement Needs HS 328 Investments HS 330 Fundamentals of Estate Planning HS 332 Financial Planning Applications
Elective Courses (Choose Two) HS 322 The Financial System in the Economy HS 334 Estate Planning Applications HS 342 Executive Compensation HS 352 Financial Decisions for Retirement
* Students who have already taken HS318 may not take HS300 or HS311 for credit toward the ChFC® designation, and must take three electives. If they have passed the CFP® certification exam you may be eligible to apply for transfer of credit if needed. Students who have taken HS 318, HS 321, HS 326, HS 328, and HS 330 with The American College as well as having passed the CFP® certification examination and does not currently hold a CLU® designation, may take two electives and apply for one transfer of credit by paying the transfer of credit fee.
The 5-Year Rule: In order to facilitate timely completion of a student's designation and as part of The College's pledge to offer the most up-to-date material and course offerings, all courses are subject to the 5 Year Rule. For more information on the 5 Year Rule, please click here.
Tuition and Fees
Your tuition includes all required study materials, access to convenient online learning tools, and your examination. Supplementary study materials are also available for an additional cost.
Admission Fee (one-time, non-refundable fee for new enrollees at The College): $130
Tuition (includes all textbooks and online study support): $585
Shipping and Handling: $25 (per course)
***Textbooks are regularly revised to reflect recent tax code changes, new legislation and industry trends so you can stay current. Revised textbooks are shipped to students on the first day of the month of your selected testing quarter. Textbooks that are not under revision are shipped as soon as the registration is processed. Please contact a Professional Education counselor if you have questions about textbook revisions.***
If you earn the ChFC® designation, you may also earn the CLU® designation by completing a minimum of three additional courses. For the CLU®, you must complete the remaining core courses and select from the electives list for that program if additional courses are still needed; electives in the ChFC® program may not be used as electives in the CLU® program. Three Easy Ways to Register
Online Create your user account and register for your course here
Mail or Fax Download the course registration (pdf) form here and return via mail or fax
Phone Call a Professional Education counselor (Monday-Friday 8:00am - 7:00pm, EST) 888-263-7265
All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. We will refund your course tuition less a $155.00 cancellation fee for 30 days into the quarter for which you are registered. Textbooks do not need to be returned and no refund will be given for these textbooks.
