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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. My material is up-to-date for every course
except HS 321, which should be done by about August 1, 2011.
My responses to
the Learning Objectives are the backbone of |
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CLU
(Chartered Life Underwriter) Courses |
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CLU Courses |
To earn the CLU, you must pass these
five-5
required courses and three-3 elective courses.
REQUIRED CLU Courses |
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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 |
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| Individual
Life Insurance Burnham System
Pass Ratio: 93.3%. |
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| Life
Insurance Law Burnham System
Pass Ratio: 100%. |
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| Fundamentals
of Estate Planning Burnham
System Pass Ratio: 97.0%. |
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| Planning
for Business Owners and Professionals
Burnham System Pass Ratio: 97.8%. |
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| ELECTIVE CLU Courses | ||||
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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. |
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| HS 313 | Individual
Health Insurance Burnham
System Pass Ratio: 94.6%. |
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| HS 321 | Income
Taxation Burnham System Pass
Ratio: 94.2%. |
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| Group
Benefits Burnham System Pass
Ratio: 100%. |
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| Planning
for Retirement Needs Burnham
System Pass Ratio: 97.5%. |
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| Investments
Burnham System Pass Ratio: 91.5%. |
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| Estate
Planning Applications Burnham
System Pass Ratio: 95.8%. |
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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.
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ChFC Courses |
To
earn the ChFC, you must pass these six-6 required courses and two-2 elective
courses.
REQUIRED ChFC Courses |
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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. |
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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. |
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| HS 321 | Income
Taxation Burnham System Pass
Ratio: 94.2%. |
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| Planning
for Retirement Needs Burnham
System Pass Ratio: 97.5%. |
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| Investments
Burnham System Pass Ratio: 91.5%. |
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| Fundamentals
of Estate Planning Burnham
System Pass Ratio: 97.0%. |
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| HS 332 | Financial
Planning Applications
The
Burnham System for this
course IS available, but I do not have its current pass ratio.
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| ELECTIVE ChFC Courses | ||||
| HS 322 | The
Financial System in the Economy
Burnham System Pass Ratio: 98.1%. |
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| HS 342 |
Executive Compensation
The
Burnham System for this
course IS available, but I do not have its current pass ratio.
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| Estate
Planning Applications
Burnham System Pass Ratio: 95.8%. |
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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. |
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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. |
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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.
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REBC Courses |
To
earn the REBC, you must pass these three-3 required courses and two-2 elective
courses.
REQUIRED REBC Courses |
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Group Benefits
Burnham System Pass Ratio: 100%. |
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Planning for Retirement Needs Burnham System Pass Ratio: 97.5%. |
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| HS 340 |
Advanced Topics in Group Benefits
The Burnham System for this course IS available, but I do not have its
current pass ratio. |
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| ELECTIVE REBC Courses | ||||
| HS 342 |
Executive Compensation
Burnham System Pass Ratio: 98.1%. |
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| HS 343 |
Compensation and Personnel Management
The Burnham System for this course IS available, but I do not have its
current pass ratio. |
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Advanced Topics in Managed Care
The Burnham System for this course IS available, but I do not have its
current pass ratio. |
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Notes: |
REBC is a
certification mark owned by The American College. |
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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.
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RHU Courses |
To
earn the RHU, you must pass these two required courses and one elective
course.
REQUIRED RHU Courses |
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Group Benefits
Burnham System Pass Ratio: 100%. |
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| HS 340 |
Advanced Topics in Group Benefits
The Burnham System for this course IS available, but I do not have its
current pass ratio. |
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| ELECTIVE RHU Courses | ||||
| HS 313 | Individual Health Insurance
Burnham System Pass Ratio: 94.6%. |
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Advanced Topics in Managed Care
The Burnham System for this course IS available, but I do not have its
current pass ratio. |
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Notes: |
RHU is a
certification mark owned by The American College. |
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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. |
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CASL Courses |
To
earn the CASL, you must pass these five required courses.
REQUIRED CASL Courses |
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| Investments
Burnham System Pass Ratio: 91.5%. |
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| Fundamentals
of Estate Planning Burnham
System Pass Ratio: 97.0%. |
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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. |
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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. |
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| 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. |
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