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ChFC® (Chartered Financial Consultant®)

Overview:

The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more courses than any other financial planning credential. The curriculum covers extensive education and application training in all aspects of financial planning, income taxation, investments, and estate and retirement planning.

Educational Requirements:

ChFC® candidates must complete nine college-level courses, seven required and two electives. The required courses include Financial Planning: Process and Environment; Fundamentals of Insurance Planning; Income Taxation; Planning for Retirement Needs; Investments; Fundamentals of Estate Planning; and Financial Planning Applications.

Prerequisites/Experience:

Requires three-years of full-time, relevant business experience.

Ethics:

Must adhere to The American College’s Code of Ethics, which includes the following professional pledge: “I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”

Examinations:

Requires nine closed-book, course-specific, two-hour proctored exams.

Continuing Education:

30 hours of continuing education every two years.

Enforcement:

Designation may be removed for unethical conduct through the certification committee of The American College’s Board of Trustees.

Accreditation:

The American College has the highest level of educational accreditation—regional accreditation—through the Middle States Commission on Higher Education.

File a Complaint about a Designee:

You may file a complaint in writing to: The Registrar; The American College; 270 S. Bryn Mawr Ave; Bryn Mawr, PA, 19010 or by emailing Registrar@TheAmericanCollege.edu.

Issuing Institution:

The American College, an accredited non-profit educational institution with an 84-year heritage, confers the ChFC®. The College has a full-time faculty of industry experts and is the leading educator of financial professionals in the United States.
ChFCHighestStandard.com
TheAmericanCollege.edu/ChFC



Note: The American College is providing this information as a public service. It is correct to the best of our knowledge, but we neither guarantee its accuracy nor endorse any credentials for which we are not responsible as a credentialing organization.

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