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Please choose a designation to view the Essential Study Solution
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Earn Multiple Designations
Save Two Years by Earning All Three Designations*
- Once you have earned one designation, it is easy to achieve a second, or a third designation, because the programs share many of the same courses.
- You will benefit from any one of the following sequences because you end up taking seven or eight fewer courses.
* Saving two years is based on the assumption that a candidate completes one course approximately every three months.
View Course Sequences:
Starting with CLU
Step 1: Begin with CLU
Required Courses (Take all 5 courses)
| 311: Fundamentals of Insurance Planning | |
| 323: Individual Life Insurance | |
| 324: Life Insurance Law | |
| 330: Fundamentals of Estate Planning | |
| 331: Planning for Business Owners and Professionals |
Elective Courses (Take the 3 highlighted courses)
| 300: Financial Planning: Process and Environment | |
| 321: Income Taxation | |
| 326: Planning for Retirement Needs | |
| 328: Investments | |
| 334: Estate Planning Applications |
Step 2: Continue with ChFC
Required Courses (Take the 3 highlighted courses)
| 300: Financial Planning: Process and Environment |  | |
| 311: Fundamentals of Insurance Planning | | |
| 321: Income Taxation | | |
| 326: Planning for Retirement Needs | ||
| 328: Investments | ||
| 330: Fundamentals of Estate Planning | | |
| 332: Financial Planning Applications |
Elective Courses (Take the 1 highlighted course)
| 322: The Financial System in the Economy | ||
| 334: Estate Planning Applications | | |
| 352: Financial Decisions for Retirement |
Step 3: Finish with CASL
Required Courses (Take the 2 highlighted courses)
| 328: Investments | | |
| 330: Fundamentals of Estate Planning | | |
| 350: Understanding the Older Client | ||
| 351: Health and Long-Term Care Financing for Seniors | ||
| 352: Financial Decisions for Retirement | |
Starting with CASL
Step 1: Begin with CASL
Required Courses (Take all 5 courses)
| 328: Investments | |
| 330: Fundamentals of Estate Planning | |
| 350: Understanding the Older Client | |
| 351: Health and Long-Term Care Financing for Seniors | |
| 352: Financial Decisions for Retirement |
Step 2: Continue with ChFC
Required Courses (Take the 5 highlighted courses)
| 300: Financial Planning: Process and Environment | ||
| 311: Fundamentals of Insurance Planning | ||
| 321: Income Taxation | ||
| 326: Planning for Retirement Needs | ||
| 328: Investments | | |
| 330: Fundamentals of Estate Planning | | |
| 332: Financial Planning Applications |
Elective Courses (Take the 1 highlighted course)
| 322: The Financial System in the Economy | ||
| 334: Estate Planning Applications | ||
| 352: Financial Decisions for Retirement | |
Step 3: Finish with CLU
Required Courses (Take the 3 highlighted courses)
| 311: Fundamentals of Insurance Planning | | |
| 323: Individual Life Insurance | ||
| 324: Life Insurance Law | ||
| 330: Fundamentals of Estate Planning | | |
| 331: Planning for Business Owners and Professionals |
Elective Courses (You won't need any courses)
| 300: Financial Planning: Process and Environment | | |
| 321: Income Taxation | | |
| 326: Planning for Retirement Needs | | |
| 328: Investments | | |
| 334: Estate Planning Applications | |
Starting with ChFC
Step 1: Begin with ChFC
Required Courses (Take all 7 courses)
| 300: Financial Planning: Process and Environment | |
| 311: Fundamentals of Insurance Planning | |
| 321: Income Taxation | |
| 326: Planning for Retirement Needs | |
| 328: Investments | |
| 330: Fundamentals of Estate Planning | |
| 332: Financial Planning Applications |
Elective Courses (Take the 2 highlighted courses)
| 322: The Financial System in the Economy | |
| 334: Estate Planning Applications | |
| 352: Financial Decisions for Retirement |
Step 2: Continue with CLU
Required Courses (Take the 3 highlighted courses)
| 311: Fundamentals of Insurance Planning | | |
| 323: Individual Life Insurance | ||
| 324: Life Insurance Law | ||
| 330: Fundamentals of Estate Planning | | |
| 331: Planning for Business Owners and Professionals |
Elective Courses (You won't need any courses)
| 300: Financial Planning: Process and Environment | | |
| 321: Income Taxation | | |
| 326: Planning for Retirement Needs | | |
| 328: Investments | | |
| 334: Estate Planning Applications | |
Step 3: Finish with CASL
Required Courses (Take the 2 highlighted courses)
| 328: Investments | | |
| 330: Fundamentals of Estate Planning | | |
| 350: Understanding the Older Client | ||
| 351: Health and Long-Term Care Financing for Seniors | ||
| 352: Financial Decisions for Retirement | |
ChFC® Exam Prep
Our Essential Study Solution will help you walk into your exam with confidence.
"I passed 351 this morning and have now earned my CASL designation in addition to my CLU and ChFC. I just wanted to let you know that I am a firm believer in your materials, passing eleven classes in less than three years, with a 100% passing rate!"
- Gene P. Berry, CASL, CLU, ChFC
