What Is A Chartered Financial Consultant®?

ChFC®  Chartered Financial Consultant®

A Chartered Financial Consultant® completes an extensive educational program by taking multiple college-level courses on all aspects of financial planning from The American College of Financial Services. Many ChFC® spend over 400 hours studying and, once certified, must also complete a minimum of 30 hours of continuing education every two years.

How Can a ChFC® Help You?

Here are just a few ways a ChFC® can assist you:
•Creating a comprehensive financial approach
•Implementing protection strategies for your assets and managing risk with appropriate levels of insurance
•Assisting you and your business with investment-related tax planning strategies
•Helping you pursue your retirement goals
•Building an investment approach to help you work towards your goals
•Estate planning strategies to reflect your legacy planning goals

A ChFC®'s Integrity.

Advisors with the ChFC® designation are required by the Certification Committee of the Board of Trustees of The American College to serve you with the highest level of professionalism. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances.