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CLU / ChFC / CASL / REBC / RHU Programs

 

Each designation listed below provides course numbers, course names, and whether they are required or elective for the designation.

I have also included the recent pass ratios of patrons of The Burnham System as determined by Culliton and Fanning, LLC, CPAs for two recent years, combined. 

Note:  I do not know the national pass ratios for the various courses offered by The American College, but would guess they average about 70%.

Simply, click on the course number to the left to go to its table of contents and from there, on the left again, to view a sample assignment. 

My material is up-to-date for every course except HS 321, which should be done by about August 1, 2011. 

In all cases, the sample assignment is Assignment 1, my responses to the Learning Objectives, only.
And, in most cases, the samples are intentionally slightly out-of-date..
 

My responses to the Learning Objectives are the backbone of
The Burnham System for every course.

     ORDER The Burnham System for CLU 

 

CLU (Chartered Life Underwriter) Courses
Recommendation:  Do not take any CLU course in the first quarter after it has been revised. 
Take some other CLU course instead.

CLU Courses

  To earn the CLU, you must pass these five-5 required courses and three-3 elective courses. 

REQUIRED CLU Courses

HS 311

 

Fundamentals of Insurance Planning

Burnham System Pass Ratio:  This course IS available, but its pass ratio is not available since this is a new course which replaces, in part, HS 318 which had a 97.8% pass ratio
 

HS 323

  Individual Life Insurance

Burnham System Pass Ratio:  93.3%.
 

HS 324

  Life Insurance Law

Burnham System Pass Ratio:  100%.
 

HS 330

  Fundamentals of Estate Planning

Burnham System Pass Ratio:  97.0%.
 

HS 331

  Planning for Business Owners and Professionals

Burnham System Pass Ratio:  97.8%.
 

 
  ELECTIVE CLU Courses

HS 300

 

  Financial Planning: Process and Environment

Burnham System Pass Ratio: The Burnham System for this course IS available, but I do not have its current pass ratio.
It replaces, in part, HS 318 which had a 97.8% pass ratio.
 

HS 313   Individual Health Insurance

Burnham System Pass Ratio:  94.6%.
 

HS 321   Income Taxation

Burnham System Pass Ratio:  94.2%.
 

HS 325

  Group Benefits

Burnham System Pass Ratio:  100%.
 

HS 326

  Planning for Retirement Needs

Burnham System Pass Ratio:  97.5%.
 

HS 328

  Investments

Burnham System Pass Ratio:  91.5%.
 

HS 334

  Estate Planning Applications

Burnham System Pass Ratio:  95.8%.
 

 

 

 

ChFC (Chartered Financial Consultant) Courses

ORDER The Burnham System for ChFC

 Recommendation:  Do not take any ChFC course in the first quarter after it has been revised. 
Take some other ChFC course instead.

ChFC Courses

  To earn the ChFC, you must pass these six-6 required courses and two-2 elective courses. 

REQUIRED ChFC Courses

HS300

  Financial Planning: Process and Environment

Burnham System Pass Ratio:  The Burnham System for this course IS available, but I do not have its current pass ratio.
It replaces, in part, HS 318 which had a 97.8% pass ratio.
 

HS 311

 

Fundamentals of Insurance Planning

Burnham System Pass Ratio:  The Burnham System for this course IS available, but I do not have its current pass ratio.
It replaces, in part, HS 318 which had a 97.8% pass ratio.
 

HS 321   Income Taxation

Burnham System Pass Ratio:  94.2%.
 

HS 326

  Planning for Retirement Needs

Burnham System Pass Ratio:  97.5%.
 

HS 328

  Investments

Burnham System Pass Ratio:  91.5%.
 

HS 330

  Fundamentals of Estate Planning

Burnham System Pass Ratio:  97.0%.
 

HS 332   Financial Planning Applications

The Burnham System for this course IS available, but I do not have its current pass ratio.   
 

 
  ELECTIVE ChFC Courses
HS 322   The Financial System in the Economy

Burnham System Pass Ratio:  98.1%.
 

HS 342   Executive Compensation

The Burnham System for this course IS available, but I do not have its current pass ratio.   
 

HS 334

  Estate Planning Applications 

Burnham System Pass Ratio:  95.8%.
 

HS 352

  Financial Decisions for Retirement

Burnham System Pass Ratio:  The Burnham System for this course IS available, but I do not have its current pass ratio.
It replaces, in part, HS 336 which had a 100.0% pass ratio.
 

Notes:

 

Passing the six-6 required ChFC exams qualifies you to take the CFP comprehensive challenge exam. 

CFP is a certification mark owned by the Certified Financial Planner Board of Standards, Inc. 

Why not kill two birds with one stone?

 

 

 

REBC (Registered Employee Benefits Consultant) Courses

ORDER The Burnham System for REBC

 Recommendation:  Do not take any REBC course in the first quarter after it has been revised. 
Take some other REBC course instead.

REBC Courses

  To earn the REBC, you must pass these three-3 required courses and two-2 elective courses. 

REQUIRED REBC Courses

HS325

  Group Benefits

Burnham System Pass Ratio:  100%.
 

HS 326

 

Planning for Retirement Needs

Burnham System Pass Ratio:  97.5%.
 

HS 340   Advanced Topics in Group Benefits

The Burnham System for this course IS available, but I do not have its current pass ratio.
 

 
  ELECTIVE REBC Courses
HS 342   Executive Compensation

Burnham System Pass Ratio:  98.1%.
 

HS 343  

Compensation and Personnel Management

The Burnham System for this course IS available, but I do not have its current pass ratio.
 

HS 344

 

Advanced Topics in Managed Care

The Burnham System for this course IS available, but I do not have its current pass ratio.
 

Notes:

 

REBC is a certification mark owned by The American College.

 

     
 

 

 

RHU (Registered Health Underwriter) Courses

ORDER The Burnham System for RHU

 Recommendation:  Do not take any REBC course in the first quarter after it has been revised. 
 Take some other REBC course instead.

RHU Courses

  To earn the RHU, you must pass these two required courses and one elective course. 

REQUIRED RHU Courses

HS325

  Group Benefits

Burnham System Pass Ratio:  100%.
 

HS 340   Advanced Topics in Group Benefits

The Burnham System for this course IS available, but I do not have its current pass ratio.
 

 
  ELECTIVE RHU Courses
HS 313  

Individual Health Insurance

Burnham System Pass Ratio:  94.6%.
 

HS 344

 

Advanced Topics in Managed Care

The Burnham System for this course IS available, but I do not have its current pass ratio.
 

Notes:

 

RHU is a certification mark owned by The American College.

 

     
     

 

  CASL (Chartered Advisor for Senior Living) Courses

ORDER The Burnham System for CASL

Recommendation:  Do not take any CASL course in the first quarter after it has been revised. 
Take some other CASL course instead.

CASL Courses

  To earn the CASL, you must pass these five required courses. 

REQUIRED CASL Courses

HS 328

  Investments

Burnham System Pass Ratio:  91.5%.
 

HS 330

  Fundamentals of Estate Planning

Burnham System Pass Ratio:  97.0%.
 

HS 350

  Understanding The Older Client

Burnham System Pass Ratio:  The Burnham System for this course IS available, but its pass ratio is not yet available since this is a new course.
 

HS 351

  Health And Long-Term Care Financing For Seniors

Burnham System Pass Ratio:  The Burnham System for this course IS available, but its pass ratio is not yet available since this is a new course.
 

HS 352

  Financial Decisions for Retirement

Burnham System Pass Ratio:  The Burnham System for this course IS available, but its pass ratio is not yet available since this is a new course which replaces, in part, HS 336 which had a 100.0% pass ratio.
 

     

                                                        

                                

Charge-On from here!