ChFC HS 333

Like every course in the program, HS 333 uses quizzes, knowledge checks, and a final course exam. The program has no high-stakes cumulative exam spanning all eight courses, so your grade rests on the course-level assessments. Plan to complete each unit's checks as you go rather than cramming before the final.

You get 14 weeks to complete a course and pass its exam, and each course can be finished in as few as four weeks. The full eight-course program can be completed in as few as eight months. Candidates working full time typically use the flexibility to spread the case work across several weeks.

Purchased individually, HS 333 is $1,195, which is higher than the standard $985 single-course price that applies to the other foundation courses. It can also be bought as part of the eight-course package. The package is listed at $6,545, with a promotional price of $5,891 through 11/6 using the advertised code.

No. HS 333 is the final course in the CFP® Certification Education Program, but the ChFC® program adds HS 347 Contemporary Applications in Financial Planning as its own final course. HS 347 is unique to the ChFC® and costs $1,725 individually. Sequence HS 333 before HS 347.

No bachelor's degree is required to begin. The only enrollment prerequisite is a high school diploma or equivalent. However, at least three years of experience in financial planning or a related profession is required to actually use the ChFC® designation once earned. Confirm your situation with admissions before enrolling.

Complete the foundation courses first: HS 300, HS 311, HS 321, HS 326, HS 328, and HS 330. The case pulls from all six areas - process, insurance, taxation, investments, retirement, and estate planning - so gaps in any one will surface in your recommendations. Review insurance and estate planning if those feel weakest.

The usual failure mode is treating it as a memory test. The case rewards integration: spotting how a tax decision changes an estate outcome, or how an insurance gap undermines a retirement projection. Candidates who write recommendations without tying them to the client's stated goals and numbers lose points. Work the facts systematically before drafting.

The published program materials do not state a retake policy for course exams, so confirm the current terms with The American College before you enroll. Treat the final as a single serious attempt and prepare accordingly rather than assuming a free retry. This page does not state an official policy.

Yes. If you are recertifying designations earned through The College, each course in the program can be used as 30 College CE credits toward your Professional Recertification Program requirement. Check current state and CFP Board CE values separately, since those are set by other bodies.

Completing HS 333, as the final course of the CFP® Certification Education Program, satisfies the education requirement to sit for the CFP® exam. Note that CFP Board separately requires a bachelor's degree to take that exam, even though the ChFC® program itself has no such requirement.