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ChSNC (Chartered Special Needs Consultant)

Overview:

The ChSNC™ (Chartered Special Needs Consultant™) program teaches experienced financial professionals the technical and collaborative skills necessary to help clients make plans for the future security of a loved one who has special needs.

Educational Requirements:

ChSNC™ candidates must complete two self-study courses and one live webinar capstone. The required courses include: Introduction to Disability, Legal and Financial Issues for Special Needs Families and Financial Planning for Special Needs Families.

Prerequisites/Experience:

Use of the ChSNC credential requires an extensive financial planning background. All designees using the mark with the public must have also completed either the CLU®, ChFC®, CFP®, PFS credential, or master's degree in either financial planning or an equivalent area of study.

Ethics:

Designees 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 three closed-book, course-specific, two-hour proctored exams.

Continuing Education:

30 hours of continuing education (including 1 ethics) credits 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 academic 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 a heritage dating back to 1927, confers the ChSNCTM. The College has a full-time faculty of industry experts and is the leading educator of financial professionals in the United States.



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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