Chartered Financial Consultant®

Admissions Requirements

1. HS 300

   Fundamentals of Financial Planning E R R

   As published: “HS 300 Financial Planning: Process and Environment - Provides an overview of the financial planning process”
2. HS 311

   Fundamentals of Insurance Planning E R R

   As published: “HS 311 Fundamentals of Insurance Planning - Focuses on the role of planning for risk management needs”
3. HS 321

   Income Taxation E R R

   As published: “HS 321 Fundamentals of Income Taxation - Examines the federal income tax system with particular emphasis on the taxation of individuals”
4. HS 326

   Planning for Retirement Needs E R R

   As published: “HS 326 Planning for Retirement Needs - Focuses on helping businesses and individuals plan for retirement”
5. HS 328

   Investments E R R

   As published: “HS 328 Investments - Learn about the principles of investments and their application to financial planning”
6. HS 330

   Fundamentals of Estate Planning R R R

   As published: “HS 330 Fundamentals of Estate Planning - Covers various aspects of estate and gift tax planning processes”
7. HS 300

   Fundamentals of Financial Planning E R R

   As published: “HS 300 Financial Planning: Process and Environment - Provides an overview of the financial planning process.*”
8. HS 311

   Fundamentals of Insurance Planning E R R

   As published: “HS 311 Fundamentals of Insurance Planning - Focuses on the role of planning for risk management needs.*”
9. HS 321

   Income Taxation E R R

   As published: “HS 321 Fundamentals of Income Taxation - Examines the federal income tax system with particular emphasis on the taxation of individuals.*”
10. HS 326

    Planning for Retirement Needs E R R

    As published: “HS 326 Planning for Retirement Needs - Focuses on helping businesses and individuals plan for retirement.*”
11. HS 328

    Investments E R R

    As published: “HS 328 Investments - Learn about the principles of investments and their application to financial planning.*”
12. HS 330

    Fundamentals of Estate Planning R R R

    As published: “HS 330 Fundamentals of Estate Planning - Covers various aspects of estate and gift tax planning processes.*”
13. HS 333

    Personal Financial Planning: Comprehensive Case Analysis R R

    As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis - Applies students' knowledge and skill set in personal financial planning techniques to a comprehensive case study.*”
14. HS 347

    Contemporary Applications in Financial Planning R

    As published: “HS 347 Contemporary Applications in Financial Planning - Examines the unique challenges associated with comprehensive financial planning through case studies on all aspects of planning”
15. HS 300

    Fundamentals of Financial Planning E R R

    As published: “HS 300 Financial Planning: Process and Environment”
16. HS 311

    Fundamentals of Insurance Planning E R R

    As published: “HS 311 Fundamentals of Insurance Planning (Required)”
17. HS 321

    Income Taxation E R R

    As published: “HS 321 Fundamentals of Income Taxation”
18. HS 326

    Planning for Retirement Needs E R R

    As published: “HS 326 Planning for Retirement Needs (Required)”
19. HS 328

    Investments E R R

    As published: “HS 328 Investments”
20. HS 330

    Fundamentals of Estate Planning R R R

    As published: “HS 330 Fundamentals of Estate Planning”
21. HS 333

    Personal Financial Planning: Comprehensive Case Analysis R R

    As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis”
22. HS 347

    Contemporary Applications in Financial Planning R

    As published: “HS 347 Contemporary Applications in Financial Planning”
23. HS 300

    Fundamentals of Financial Planning E R R

    As published: “HS 300 Financial Planning: Process and Environment”
24. HS 311

    Fundamentals of Insurance Planning E R R

    As published: “HS 311 Fundamentals of Insurance Planning (Required)”
25. HS 321

    Income Taxation E R R

    As published: “HS 321 Fundamentals of Income Taxation”
26. HS 326

    Planning for Retirement Needs E R R

    As published: “HS 326 Planning for Retirement Needs (Required)”
27. HS 328

    Investments E R R

    As published: “HS 328 Investments”
28. HS 330

    Fundamentals of Estate Planning R R R

    As published: “HS 330 Fundamentals of Estate Planning”
29. HS 333

    Personal Financial Planning: Comprehensive Case Analysis R R

    As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis”
30. HS 347

    Contemporary Applications in Financial Planning R

    As published: “HS 347 Contemporary Applications in Financial Planning”
31. HS 300

    Fundamentals of Financial Planning E R R

    As published: “HS 300 Financial Planning: Process and Environment”
32. HS 311

    Fundamentals of Insurance Planning E R R

    As published: “HS 311 Fundamentals of Insurance Planning (Required)”
33. HS 321

    Income Taxation E R R

    As published: “HS 321 Fundamentals of Income Taxation”
34. HS 326

    Planning for Retirement Needs E R R

    As published: “HS 326 Planning for Retirement Needs (Required)”
35. HS 328

    Investments E R R

    As published: “HS 328 Investments”
36. HS 330

    Fundamentals of Estate Planning R R R

    As published: “HS 330 Fundamentals of Estate Planning”
37. HS 333

    Personal Financial Planning: Comprehensive Case Analysis R R

    As published: “HS 333 Personal Financial Planning: Comprehensive Case Analysis”
38. HS 347

    Contemporary Applications in Financial Planning R

    As published: “HS 347 Contemporary Applications in Financial Planning”