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Chartered Financial Consultant (ChFC) Syllabus
Advanced financial-planning designation from The American College of Financial Services. The full Chartered Financial Consultant (ChFC) syllabus: 7 subjects, 29 chapters, 122 topics and 131 sub-topics, with 370 flashcards written against it.
Chartered Financial Consultant (ChFC) subjects
Chartered Financial Consultant (ChFC) has 7 subjects. Each one is listed below with its chapters in syllabus order; open a subject for every topic and sub-topic inside them.
Financial Planning Process, Skills, and Regulatory Environment
- The Financial Planning Engagement · 4 topics
- Ethics, Standards, and Professional Conduct · 5 topics
- Regulation of Financial Planners and Products · 4 topics
- Communication, Behavioral Finance, and Client Counseling · 5 topics
Income Tax Planning
- Fundamentals of the Federal Income Tax System · 4 topics
- Income, Exclusions, and Deductions · 5 topics
- Taxation of Property Transactions · 5 topics
- Tax Planning for Individuals and Businesses · 4 topics
Insurance and Risk Management
- Principles of Risk and Insurance · 5 topics
- Life Insurance Planning · 4 topics
- Health, Disability, and Long-Term Care Insurance · 4 topics
- Property, Casualty, and Liability Insurance · 4 topics
Investment Planning
- Investment Vehicles and Markets · 4 topics
- Risk, Return, and Portfolio Theory · 4 topics
- Portfolio Construction and Management · 5 topics
- Taxation of Investments and Investment Strategies · 4 topics
Retirement Planning and Employee Benefits
- Retirement Needs Analysis · 4 topics
- Qualified Retirement Plans · 4 topics
- IRAs and Other Retirement Arrangements · 4 topics
- Retirement Distributions and Social Security · 4 topics
- Employee Benefits Planning · 4 topics
Estate Planning
- Estate Planning Foundations · 4 topics
- Trusts and Wealth Transfer Tools · 4 topics
- Transfer Taxation · 4 topics
- Advanced Estate Planning Applications · 4 topics
Applied Comprehensive Financial Planning
- Integrating the Financial Plan · 4 topics
- Planning for Special Circumstances · 4 topics
- Planning Across the Life Cycle and Niche Markets · 4 topics
- Plan Implementation, Monitoring, and Case Analysis · 4 topics
Chartered Financial Consultant (ChFC) flashcards
370 question-and-answer cards across 7 subject decks, each shown in full on its subject page.
- 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
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.
How many chapters and topics are in the Chartered Financial Consultant (ChFC) syllabus?
29 chapters and 122 topics, broken down further into 131 sub-topics, across 7 subjects. Retirement Planning and Employee Benefits is the largest subject, with 20 topics in 5 chapters.
Are there Chartered Financial Consultant (ChFC) flashcards?
Yes — 370 question-and-answer flashcards in 7 subject decks. Each deck is printed in full on its subject page here, and the same cards are in the Examius app with spaced repetition. The free plan covers one exam of your choice, including its flashcards; Examius Pro, a one-time purchase, unlocks every other exam and deck.
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