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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 goalsA 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.