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Chartered Financial Consultant (ChFC) Syllabus
Advanced financial-planning designation from The American College of Financial Services.. The complete Chartered Financial Consultant (ChFC) outline — 7 subjects, 29 chapters and 122 topics — laid out so you can see exactly what has to be covered and tick each item off as you go.
Chartered Financial Consultant (ChFC) subjects
Each subject below has its own page with the full chapter → topic → sub-topic tree and a set of real exam-style flashcards.
4 chapters · 18 topics · 22 sub-topics
Income Tax Planning4 chapters · 18 topics · 21 sub-topics
Insurance and Risk Management4 chapters · 17 topics · 18 sub-topics
Investment Planning4 chapters · 17 topics · 20 sub-topics
Retirement Planning and Employee Benefits5 chapters · 20 topics · 18 sub-topics
Estate Planning4 chapters · 16 topics · 23 sub-topics
Applied Comprehensive Financial Planning4 chapters · 16 topics · 9 sub-topics
Chartered Financial Consultant (ChFC) flashcard decks
370 question-and-answer cards across 7 decks, written against this syllabus. Preview any deck free.
- Financial Planning Process, Skills, and Regulatory Environment — 49 cards
- Income Tax Planning — 58 cards
- Insurance and Risk Management — 50 cards
- Investment Planning — 59 cards
- Retirement Planning and Employee Benefits — 51 cards
- Estate Planning — 53 cards
- Applied Comprehensive Financial Planning — 50 cards
How to work through the Chartered Financial Consultant (ChFC) syllabus
The outline on this page is arranged the way the syllabus itself is: subject, then chapter, then topic, then sub-topic. That last level is what most study plans skip, and it is where coverage actually goes wrong — a chapter marked "done" often has three sub-topics inside it that were never touched.
Weight your plan accordingly: Retirement Planning and Employee Benefits carries 20 topics while Applied Comprehensive Financial Planning carries 16. Giving both the same number of weeks is the most common planning mistake for Chartered Financial Consultant (ChFC).
The ~120 hour estimate above is a first pass only: roughly 45 minutes per topic plus 12 minutes per sub-topic. Revision cycles, past papers and mocks sit on top of that number.
Chartered Financial Consultant (ChFC) syllabus FAQ
What subjects are in the Chartered Financial Consultant (ChFC) syllabus?
Chartered Financial Consultant (ChFC) covers 7 subjects: Financial Planning Process, Skills, and Regulatory Environment, Income Tax Planning, Insurance and Risk Management, Investment Planning, Retirement Planning and Employee Benefits, Estate Planning and Applied Comprehensive Financial Planning. Together they contain 29 chapters and 122 named topics.
How big is the Chartered Financial Consultant (ChFC) syllabus?
The full Chartered Financial Consultant (ChFC) outline breaks down into 29 chapters, 122 topics and 131 sub-topics. Retirement Planning and Employee Benefits is the largest single subject with 20 topics across 5 chapters.
How long does it take to cover the whole Chartered Financial Consultant (ChFC) syllabus?
Roughly 120 hours for one full pass. That estimate allows about 45 minutes per topic plus 12 minutes per sub-topic, so it is first-pass coverage — revision, past papers and mock tests sit on top of it. At 3 hours a day that is about 6 weeks.
Are there Chartered Financial Consultant (ChFC) flashcards?
Yes — 370 question-and-answer flashcards across 7 decks, one per subject, written against this syllabus. A sample of every deck is readable on this site for free, and the complete decks are in the Examius app.
Is this Chartered Financial Consultant (ChFC) syllabus free to use?
Yes. Every page here is free to read, and importing the Chartered Financial Consultant (ChFC) syllabus into the Examius app to tick off topics as you finish them is free too, in United States and everywhere else. No account is needed to start.
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