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
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:
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
Bank Training Center offers multiple courses and training formats for earning the Chartered Financial Consultant (ChFC) designation. Simply search under "Licensing/Designations" in the search box below for "ChFC - Chartered Financial Consultant".
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