Chartered Financial Consultant

Clark, NJ, United States

Financial professionals desiring comprehensive financial planning knowledge.

Timing

Format

i

Study the curriculum at your own pace, engage through virtual office hours, and receive support from the nation’s preeminent retirement planning thought leaders. Learn about Personal Pathway ®

100% Virtual

Tuition

Starting at

$925/course Financial Planning for Today’s Complexities Hear from Program Director Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® and one of our successful alum, Gary Karthauser, CLU®, ChFC®, CLF® and get a behind the scenes look at our ChFC® Program.

There are no prerequisite courses required to begin the ChFC ® Program (other than a high school diploma or equivalent), but at least three years of experience in financial planning or a related profession is required to use the designation.

To receive the ChFC ® designation, you must:

Successfully complete the eight required courses and final exam

Of ChFC ® designation holders earn more on average than those without the designation. 1

59%

Of client-facing field leaders are more likely to hold a ChFC ® designation. 2

50,000+

Professionals have earned the well-recognized, well-regarded ChFC ® designation.

The ChFC ® is Right For You If: You Want to Go Beyond the Basics

Get Specialized Planning Knowledge for Diverse Clients

Client situations are increasingly complicated. Our practical program gives you the planning skills on a variety of topics to serve today’s diverse client needs.

You Want to Earn Dual Designations

Earn Two Valued Certifications at Once!

By completing our eight-course ChFC® Program, you’re qualified to sit for the CFP® exam, doubling the value of your education.

You Want to Build on Your Knowledge

Enhance Your Learning Outcomes

Obtain planning skills that will take your financial advice to the next level with courses focused on case studies and real-life situations. Course sharing is available for CFP® certificants and CLU® designees.

Inside the ChFC ® Program Courses to Complete

Typical Completion Time

HS 300 Fundamentals of Financial Planning

Provides an overview of the financial planning process.

Upon completion of this course, you’ll be able to:

Demonstrate an understanding of and apply the steps of the financial planning process

Differentiate between various communication techniques used by advisors

Utilize the various financial planning approaches to provide actionable recommendations

Review personal financial statements and perform financial statement analysis

Build a foundation in quantitative techniques and basic economic concepts

Apply education planning and funding techniques to help clients achieve their goals

Review and apply the ethics of personal financial planning within various frameworks

The level of detail in The College’s ChFC ® courses is impressive. I found the courses relevant, engaging, and challenging, and they improved my understanding of the financial planning challenges my clients face daily and the solutions they need.

The ChFC ® sets you apart as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.

The ChFC ® gives you more professional credibility, even with other advisors, CPAs, and attorneys. When they see the designation, they know you've done your homework and you know what you're talking about.

Daniel A. White, ChFC ®

01 / 00

Which Program Is Right For You? Save time with a quick view of how our ChFC ® Program compares to our CFP ® Certification Education Program.

Chartered Financial Consultant ®

ISSUING ORGANIZATION

CFP Board of Standards

The American College of Financial Services

NUMBER OF COURSES

7

8 (CFP ® Certification Education Program + one additional course)

EDUCATION REQUIREMENTS

High school diploma or equivalent

EDUCATION LEVEL

Foundational financial planning knowledge

Comprehensive planning knowledge for diverse client needs

TUITION

$5,895 (full program)

$1,595 (additional case study course for CFP® Certification Education Program completers)

COMPREHENSIVE EXAM

Yes (CFP Board conducts three times annually)

Not required

GOVERNANCE

CFP Board Fiduciary Standard

The American College Code of Ethics

Structured or Flexible? You Decide

You get to decide which learning model works best for you. Choose from a more structured study path guiding you from week to week or a flexible learning format allowing you to study at your own pace and potentially take your exam faster.

Learn from the Leaders in Financial Planning Today Assistant Professor, Financial Planning, Larry R. Pike Chair for Insurance and Investments, and Program Director, ChFC® and CFP® Certification Education Programs

Professor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security

Adjunct Professor of Advanced Planning, Co-Director of the American College Center for Retirement Income

Assistant Professor, CFP® and ChFC®, Clark/Bardes Endowed Chair in Retirement Planning and Non-Qualified Deferred Compensation

Adjunct Professor of Taxation and Special Needs Planning

ChSNC® Program Director

Associate Professor of Business Planning

Adjunct Professor of Retirement Planning

Adjunct Professor of Taxation and Insurance

Assistant Professor of Financial Planning, CFP® Certification Education and ChFC® Programs

Hear from a peer, a professor, and take a tour

Learn at The College

See our full list of designation, certification, and degree programs

Take the Next Step As a ChFC ® , you’ll go above and beyond foundational financial planning knowledge, delivering sound guidance and distinguishing yourself with comprehensive and applied planning strategies to serve a wide variety of client needs.

#J-18808-Ljbffr