Insurance Achievement

CLU®, ChFC®, CASL®, CPCU®


ChFC® Program Requirements

To earn the Chartered Financial Consultant® (ChFC®) designation, the following is required by The American College:

  1. Complete ChFC® coursework within five years from the date of initial enrollment (or five years from the date of January 1, 2006 if previously enrolled in the ChFC® program at The American College).
     
  2. Pass the exams for all required and elective courses. You must achieve a minimum score of 70% to pass.
     
  3. Meet the experience requirements: Three years of business experience immediately preceding the date of use of the designation are required. An undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience.
     
  4. Take the Professional Ethics Pledge.
     
  5. When you achieve your ChFC® designation, you must earn your re-certification every two years through The American College.

Please visit The American College website for more information regarding the ChFC® program's Experience, Code of Ethics, and Continuing Education requirements.

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CPCU® is a registered mark owned by the American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America.

ChFC®, Chartered Financial Consultant®, CLU®, Chartered Life Underwriter®, and CASL®, Chartered Advisor for Senior Living®, are registered marks owned by The American College. Kaplan Schweser is not affiliated or associated in any way with The American College. The American College does not endorse, promote, review, or warrant the accuracy of any courses, exam preparation materials, or other products or services offered by Kaplan Schweser and does not verify or endorse any claims made by Kaplan Schweser regarding such products or services, including any claimed pass rates.

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