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Chfc-Taxation32 questions
Chfc-Insurance-Planning30 questions
Chfc-Retirement-Planning30 questions
Chfc-Financial-Planning29 questions
Chfc-Estate-Planning26 questions
Chfc-Investments19 questions
Chfc-Special-Needs17 questions
Chfc-Contemporary-Applications17 questions
2026 Statistics

Key Facts: ChFC Exam

8

Required Courses

The American College

70%

Passing Score

Per course exam

12-18 mo

Typical Completion

Self-paced

$6,995

Program Package

The American College

100

Questions per Exam

Approximate

2 hrs

Exam Duration

Per course

The ChFC program requires completing eight courses (HS 300, HS 311, HS 321, HS 328, HS 331, HS 351, HS 332, HS 347) with a 70% passing score on each course exam. The comprehensive curriculum covers all aspects of financial planning including special needs planning and behavioral finance. The ChFC is equivalent to the CFP in rigor but does not require a comprehensive board exam. Course exams are approximately 100 questions with 2-hour time limits.

About the ChFC Exam

The Chartered Financial Consultant (ChFC) designation from The American College of Financial Services is an advanced financial planning credential. The program consists of eight courses covering the financial planning process, insurance, taxation, investments, retirement planning, estate planning, special needs planning, and contemporary applications in financial planning.

Questions

100 scored questions

Time Limit

2 hours per course exam

Passing Score

70% per exam

Exam Fee

$985 per course / $6,995 package (The American College of Financial Services)

ChFC Exam Content Outline

15%

HS 300: Financial Planning Process

Client data gathering, financial statements, time value of money, education planning, regulatory environment, and ethics

15%

HS 311: Insurance Planning

Life insurance, health insurance, disability income, long-term care, annuities, and risk management

15%

HS 321: Income Taxation

Individual taxation, business taxation, property taxation, tax credits, AMT, tax compliance, and tax strategies

15%

HS 328: Investments

Securities types, portfolio theory, asset allocation, equity investments, fixed income, mutual funds, and performance measurement

15%

HS 331: Retirement Planning

Qualified plans, IRAs, Social Security, Medicare, retirement income strategies, and distribution rules

15%

HS 351: Estate Planning

Estate transfers, wills, trusts, gift tax, estate tax, probate, estate liquidity, and business succession

5%

HS 332: Special Needs Planning

Planning for disabled family members, special needs trusts, ABLE accounts, and government benefits

5%

HS 347: Contemporary Applications

Case analysis, behavioral finance, integrated planning, and contemporary financial planning issues

How to Pass the ChFC Exam

What You Need to Know

  • Passing score: 70% per exam
  • Exam length: 100 questions
  • Time limit: 2 hours per course exam
  • Exam fee: $985 per course / $6,995 package

Keys to Passing

  • Complete 500+ practice questions
  • Score 80%+ consistently before scheduling
  • Focus on highest-weighted sections
  • Use our AI tutor for tough concepts

ChFC Study Tips from Top Performers

1Start with HS 300 (Financial Planning Process) to build foundational knowledge
2Use a financial calculator for time value of money problems - practice extensively
3Master tax concepts in HS 321 - taxation affects every other planning area
4Study investment theory in HS 328 - understand Modern Portfolio Theory and asset allocation
5Pay special attention to distribution rules in HS 331 (retirement planning)
6For estate planning (HS 351), memorize trust types and their specific uses
7Use practice questions extensively - The American College provides question banks for each course
8Review case studies in HS 347 to understand how all planning areas integrate

Frequently Asked Questions

What is the ChFC designation?

The ChFC (Chartered Financial Consultant) is an advanced financial planning designation from The American College of Financial Services. It requires completing eight courses covering all aspects of financial planning, including special needs planning which is not covered in the CFP curriculum.

How does ChFC compare to CFP?

Both designations require extensive financial planning education. ChFC requires eight courses vs. CFPs seven, and includes special needs planning and behavioral finance. CFP requires a comprehensive board exam; ChFC does not. Both are highly respected in the industry.

What are the ChFC course exams like?

Each course exam is approximately 100 multiple-choice questions with a 2-hour time limit. A passing score of 70% is required. Exams are administered online through The American College with remote proctoring.

How long does it take to complete the ChFC program?

Most candidates complete the ChFC program in 12-18 months, studying one course at a time. Each course requires 40-60 hours of study. The program is self-paced, allowing candidates to progress according to their schedule.

What career opportunities does the ChFC open up?

The ChFC designation qualifies professionals for comprehensive financial planning roles, including wealth management, retirement planning, estate planning, and special needs planning. ChFC holders often work as financial planners, wealth advisors, insurance professionals, and retirement specialists.