Searching for ChFC training? Then you've come to the right place!
ABTrainingCenter.com offers ChFC training courses for those individuals interested in earning the prestigious Chartered Financial Consultant certification.
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 the following six required courses and two elective courses to earn the ChFC designation:
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
HS 332: Financial Planning Applications
Elective Courses (choose 2)
HS 322: The Financial System in the Economy
HS 334: Estate Planning Applications
HS 352: Financial Decisions for Retirement
As a general rule, candidates should plan to spend 50-70 hours studying for each course. The program can be completed as quickly as a candidate desires, but most students complete their designation requirements within 15-24 months.
Tuition
The tuition for each course above is $550, plus $15 for shipping and handling of course materials. The exam fee is included in this tuition. For new students to the College, there also is a one-time, non-refundable New Student Fee of $125.00.
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 PearsonVue Education at 866-392-6822 for more information or to schedule your exam.
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
While students must register directly with the American College for this course, ABTrainingCenter.com offers multiple courses and study guides for help with earning the ChFC designation.
Simply select one of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "ChFC - Chartered Financial Consultant".
Note: The courses required to earn this designation are offered exclusively by The American College, and the designation is awarded exclusively by The American College. The American College is not affiliated with our business or that of other providers and courses listed on this website, and has not accredited, approved, or endorsed any of the other study guides or training materials sold to help you take the required course(s) and pass the required exam for earning this designation.
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