Charlie456
Expert
- 88
I would like to be a life insurance expert. In addition to what my mentors teach me I would like to get some kind of useful designation. Which designation actually taught you the most relevant info?
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I don't have anything that'll help you THAT fast.
However, my favorite study materials came from BigDaddy University - Home - Providing CLU, ChFC, & CASL Study Materials. Scott Wasserman, CFP, ChFC, CLU, CASL, CPA/PFS, (and I'm sure we could add EIEIO) did a FANTASTIC job of putting together some easily comprehensible DVD lectures on these courses. In fact, I'm quite sure that his Retirement planning videos were some of the best in the series!
While he hasn't yet done the newest 2 courses yet, there's enough there to get you through most of them. I got to the point where I learned more from these lectures than I ever would from the textbook. I'm more of an audio/visual learner myself.
I don't have anything that'll help you THAT fast.
However, my favorite study materials came from BigDaddy University - Home - Providing CLU, ChFC, & CASL Study Materials. Scott Wasserman, CFP, ChFC, CLU, CASL, CPA/PFS, (and I'm sure we could add EIEIO) did a FANTASTIC job of putting together some easily comprehensible DVD lectures on these courses. In fact, I'm quite sure that his Retirement planning videos were some of the best in the series!
While he hasn't yet done the newest 2 courses yet, there's enough there to get you through most of them. I got to the point where I learned more from these lectures than I ever would from the textbook. I'm more of an audio/visual learner myself.
Im curious why you would recommend paying for additional study material when your already spending $4k on the study material that The American College gives you.
Are you able to just pay for the exam with the American College and not pay for the courses? I have never seen that option on the website before if so. I know that you can take CFP courses anywhere. But the ChFC is only issued and administered by the American College (I know you know this, just saying it outloud for conversation sake). If you could just pay for the exam that would be great.
Awesome thread, been dwelling on this as well.
@DHK, what led you to being ChFC designated rather than the other? Im still split between the three but am leaning more towards CLU.