A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.
Program
- Award
- Certification Education Program
- Catalog edition
- 2026
- Checklist type
- degree-program
Identifiers
- IPEDS UNITID
- 210809
- CourseShelf checklist
- CK_210809_7c7aa474
- CollegeTransfer.Net
- Institution Transfer Profile
- Source
- CourseShelf publish 59
Requirements to complete
Every course or condition the catalog lists, in the catalog's order.
Admissions Requirements
40 items
- As published: “HS 300 Financial Planning: Process and Environment - Provides an overview of the financial planning process”
- As published: “HS 311 Fundamentals of Insurance Planning - Focuses on the role of planning for risk management needs”
- As published: “HS 321 Fundamentals of Income Taxation - Examines the federal income tax system with particular emphasis on the taxation of individuals”
- As published: “HS 326 Planning for Retirement Needs - Focuses on helping businesses and individuals plan for retirement”
- As published: “HS 328 Investments - Learn about the principles of investments and their application to financial planning”
- As published: “HS 330 Fundamentals of Estate Planning - Covers various aspects of estate and gift tax planning processes”
- As published: “HS 300 Financial Planning: Process and Environment - Provides an overview of the financial planning process”
- As published: “HS 311 Fundamentals of Insurance Planning - Focuses on the role of planning for risk management needs”
- As published: “HS 321 Fundamentals of Income Taxation - Examines the federal income tax system with particular emphasis on the taxation of individuals”
- As published: “HS 326 Planning for Retirement Needs - Focuses on helping businesses and individuals plan for retirement”
- As published: “HS 328 Investments - Learn about the principles of investments and their application to financial planning”
- As published: “HS 330 Fundamentals of Estate Planning - Covers various aspects of estate and gift tax planning processes”
- As published: “HS 300 Financial Planning: Process and Environment - Provides an overview of the financial planning process”
- As published: “HS 311 Fundamentals of Insurance Planning - Focuses on the role of planning for risk management needs”
- As published: “HS 321 Fundamentals of Income Taxation - Examines the federal income tax system with particular emphasis on the taxation of individuals”
- As published: “HS 326 Planning for Retirement Needs - Focuses on helping businesses and individuals plan for retirement”
- As published: “HS 328 Investments - Learn about the principles of investments and their application to financial planning”
- As published: “HS 330 Fundamentals of Estate Planning - Covers various aspects of estate and gift tax planning processes”
- As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis - Puts learned skills into practice in a case study format”
- As published: “HS 300 Financial Planning: Process and Environment”
- As published: “HS 311 Fundamentals of Insurance Planning”
- As published: “HS 321 Fundamentals of Income Taxation”
- As published: “HS 326 Planning for Retirement Needs”
- As published: “HS 328 Investments”
- As published: “HS 330 Fundamentals of Estate Planning”
- As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis”
- As published: “HS 300 Financial Planning: Process and Environment”
- As published: “HS 311 Fundamentals of Insurance Planning”
- As published: “HS 321 Fundamentals of Income Taxation”
- As published: “HS 326 Planning for Retirement Needs”
- As published: “HS 328 Investments”
- As published: “HS 330 Fundamentals of Estate Planning”
- As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis”
- As published: “HS 300 Financial Planning: Process and Environment”
- As published: “HS 311 Fundamentals of Insurance Planning”
- As published: “HS 321 Fundamentals of Income Taxation”
- As published: “HS 326 Planning for Retirement Needs”
- As published: “HS 328 Investments”
- As published: “HS 330 Fundamentals of Estate Planning”
- As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis”
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/professional-designations-certifications/cfp. Captured page pages/0005.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.