The ChFC® Program offers comprehensive education in the essentials of financial planning, including insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning.

2021年12月3日 · For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the...

Chartered financial consultant (ChFC) is the advanced financial planning designation awarded by The American College of Financial Services to individuals that have completed the specific training and have had three years of relevant business experience. [1]

The ChFC® professional is prepared with the essentials of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning, Study areas include behavioral finance, financial planning for families with special needs dependents, small business planning, financial planning for clients in diverse ...

Intended to take professionals to the next level of financial planning, the ChFC® Program builds on the foundational knowledge in the CFP® Certification Education Program with an additional course (HS 347 Contemporary Applications in Financial Planning) that examines the unique challenges associated with:

Here is how to earn a ChFC and what it takes to receive the certification. What is the ChFC designation? Educational requirements for the ChFC designation. Which professionals should …

2022年12月3日 · What Is a Chartered Financial Consultant (ChFC)? A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of...

2024年1月23日 · What Is a Chartered Financial Consultant (ChFC)? The Chartered Financial Consultant designation is a professional credential for financial planners and consultants awarded by The American College of Financial Services.

ChFC，特许金融顾问，是由美国金融职业培训界历史最悠久、最负盛名的美国学院 (American College)颁发的，创立于1982年，在美国金融界颇受尊重，和CFP齐名。

What Is a Chartered Financial Consultant (ChFC)? The ChFC does not require financial advisors to take a board exam like the CFP®, but their knowledge base may be greater. Here's what to know.