Chartered Financial Consultant (ChFC)

The Chartered Financial Consultant� (ChFC) designation program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.

The ChFC program provides financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Curriculum

Candidates must pass an examination for eight of the following courses to earn the designation - six required and two elective.

Required Courses

HS 300: Financial Planning: Process and Environment
HS 311: Fundamentals of Insurance Planning
HS 321: Income Taxation
HS 326: Planning for Retirement Needs
HS 328: Investments
HS 330: Fundamentals of Estate Planning

Elective Courses - (choose 2)

HS 322: The Financial System in the Economy
HS 332: Financial Planning Applications
HS 334: Estate Planning Applications
HS 352: Financial Decisions for Retirement

Tuition

The tuition for each course above is $599, plus $25 for shipping and handling of course materials. The exam fee is included in this tuition. For new students to The American College, there also is a one-time, non-refundable New Student Fee of $135.00.

Examination Requirements

Each exam is a two-hour, 100 question, computer-administered exam. National exams are given throughout the year at local testing centers, with your results provided immediately upon the completion of your exam. Contact Prometric Testing Centers at 800-266-3232 for more information or to schedule your exam. An additional exam fee may apply.

Additional Requirements

Candidates must meet experience requirements and ethical standards, including three years of business experience immediately preceding the date of use of the designation are required; an undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience and, when using formal education as qualifying experience, the remaining two years must immediately precede the date of the award.

Continuing Education Requirements

Each designee who falls in one of the following categories must complete 30 hours of continuing education every two years. If you do not fall into one of these categories, you are exempt from CE requirements:

Licensed insurance agent/broker/consultant
Licensed security representative/registered investment advisor
Financial consultant, attorney, accountant, employee benefits specialist, and any other individual who provides insurance, employee benefits, financial planning, or estate planning advice and counsel to the public

Recommended Courses & Available Training Options

While students must register directly with the American College for this course, ABTrainingCenter.com offers multiple courses and study guides for help with earning the ChFC designation.

Simply select one of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "ChFC - Chartered Financial Consultant".

Find Self-Study, Online, Or Classroom Courses In Your Area

Licensing
Earn your License quickly and easily!
Designations/Certifications
Improve your knowledge and industry standing!

Continuing Education
CE courses to maintain your license or designation!
Professional Development
Products & Services to help manage and grow your career!

Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales, IT

Feature Items

The Do's and Don'ts of Signature Card Contracts

Document Retention And Destruction Policies For Financial Institutions

Avoiding Safe Deposit Lawsuits

Board Certified in Estate Planning (BCE)

Notary Public

Certified Foreclosure Specialist

Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Bank Internal Audit School

Securities License

Qualified Financial Advisor (QFA)

Fundamentals of Loan Processing

Dealing With Difficult People Seminar

Designations/Certifications
Accredited Investment Fiduciary (AIF�)	Certified Income Specialist (CIS)	CFP Review Course
Certified Annuity Specialist (CAS)	Certified IRA Services Professional (CISP)	Chartered Advisor for Senior Living (CASL)
Certified Bank Teller (CBT)	Certified Lender Business Banker (CLBB)	Chartered Financial Analyst (CFA)
Certified Corporate Trust Specialist (CCTS)	Certified Personal Banker (CPB)	Chartered Financial Consultant (ChFC)
Certified Customer Service Representative (CCSR)	Certified Retirement Services Professional (CRSP)	Financial Risk Manager (FRM)
Certified Estate and Trust Specialist (CES)	Certified Securities Operations Professional (CSOP)	Professional Plan Consultant (PPC)
Certified Financial Marketing Professional (CFMP)	Certified Senior Advisor (CSA)	Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP)	Certified Tax Specialist (CTS)	Steps to Achieve CFP� Certification
Certified Financial Services Security Professional (CFSSP)	Certified Trust and Financial Advisor (CTFA)
Certified Funds Specialist (CFS)	CFP Courses for Certification
Licensing
Insurance Licensing	Series 24 Exam Prep	Series 51 Exam Prep
Securities Licensing	Series 26 Exam Prep	Series 53 Exam Prep
Series 3 Exam Prep	Series 27 Exam Prep	Series 55 Exam Prep
Series 4 Exam Prep	Series 28 Exam Prep	Series 62 Exam Prep
Series 6 Exam Prep	Series 30 Exam Prep	Series 63 Exam Prep
Series 7 Exam Prep	Series 31 Exam Prep	Series 65 Exam Prep
Series 9 Exam Prep	Series 32 Exam Prep	Series 66 Exam Prep
Series 10 Exam Prep	Series 37 Exam Prep
Series 11 Exam Prep	Series 38 Exam Prep
Professional Development
Bank Compliance Training And Education	Banking Certifications / Designations	Mortgage Broker Training
Bank Fraud Prevention	Continuing Education Courses	Mortgage Loan Processor Training
Bank Management	Estate Planning	Trusts and Estates Training
Bank Teller Training	Loan Officer Training