ChSNC (Chartered Special Needs Consultant)


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.


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.


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.”


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

Continuing Education:

30 hours of continuing education (including 1 ethics) credits every two years.


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


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

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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