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CLU/ChFC/CASL 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 the years 2002 and 2003, combined. 
I left out the results for 2001 in the figures below since they were so unusually extraordinary.
(The overall pass ratio for my CLU/ChFC patrons in 2001 was 99.56%.)
Those reports are available for 2001, 2002, and 2003. 
I do not have the 2003 report posted yet on this site. 
I'll get it up soon.

(The pass ratios determined by Culliton and Fanning for 2001 were even higher. 
Pass ratios for 2004 patrons of The Burnham System are not yet available, but will be soon.
Actually, I got the overall CLU/ChFC/CASL pass ratio for 2004 last week.  It was 97.31%.)

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.

In all cases, the sample assignment is Assignment 1, my responses to the Learning Objectives, only.

I have intentionally used slightly out-of-date samples and, thanks to Adobe Acrobat, the pagination does not match the actual end-of-page pagination in my published work, which almost always ends with a paragraph or outline section.

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

CLU Courses

   To earn the CLU, you must pass these 5 required courses and 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 its pass ratio is not yet available since this is a new course which 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

ChFC Courses

   To earn the ChFC, you must pass these 6 required courses and 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 its pass ratio is not yet available since this is a new course which 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 its pass ratio is not yet available since this is a new course which 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%.
 
 
  ELECTIVE ChFC Courses
HS 322   The Financial System in the Economy

Burnham System Pass Ratio:  98.1%.
 
HS 332   Financial Planning Applications

(Case study -- Thus there is no Burnham System summary available for this course.)
 

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 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.
 

Notes:

  

Passing the six 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?
     

 

   CASL (Chartered Advisor for Senior Living) Courses

CASL Courses

   To earn the CASL, you must pass these 5 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.
 
     

                                                        

                                    ORDER The Burnham System for CLU 

Charge-On from here!