Chartered Financial Consultant

Financial professionals desiring comprehensive financial planning knowledge.TimingFormatiStudy 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% VirtualTuitionStarting 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 examOf ChFC ®

designation holders earn more on average than those without the designation. 159%Of client-facing field leaders are more likely to hold a ChFC ®

designation. 250,000+Professionals have earned the well-recognized, well-regarded ChFC ®

designation.The ChFC ®

is Right For You If:

You Want to Go Beyond the BasicsGet Specialized Planning Knowledge for Diverse ClientsClient 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 DesignationsEarn Two Valued Certifications at OnceBy 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 KnowledgeEnhance Your Learning OutcomesObtain 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 CompleteTypical Completion Time

HS 300 Fundamentals of Financial PlanningProvides 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 processDifferentiate between various communication techniques used by advisorsUtilize the various financial planning approaches to provide actionable recommendationsReview personal financial statements and perform financial statement analysisBuild a foundation in quantitative techniques and basic economic conceptsApply education planning and funding techniques to help clients achieve their goalsReview and apply the ethics of personal financial planning within various frameworksThe 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

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00Which 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 ORGANIZATIONCFP Board of StandardsThe American College of Financial ServicesNUMBER OF COURSES78 (CFP ®

Certification Education Program + one additional course)EDUCATION REQUIREMENTSHigh school diploma or equivalentEDUCATION LEVELFoundational financial planning knowledgeComprehensive planning knowledge for diverse client needsTUITION$5,895 (full program)$1,595 (additional case study course for CFP® Certification Education Program completers)COMPREHENSIVE EXAMYes (CFP Board conducts three times annually)Not requiredGOVERNANCECFP Board Fiduciary StandardThe American College Code of EthicsStructured or Flexible? You DecideYou 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 ProgramsProfessor of Wealth Management, WMCP® Program Director, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic SecurityAdjunct Professor of Advanced Planning, Co-Director of the American College Center for Retirement IncomeAssistant Professor, CFP® and ChFC®, Clark/Bardes Endowed Chair in Retirement Planning and Non-Qualified Deferred CompensationAdjunct Professor of Taxation and Special Needs PlanningChSNC® Program DirectorAssociate Professor of Business PlanningAdjunct Professor of Retirement PlanningAdjunct Professor of Taxation and InsuranceAssistant Professor of Financial Planning, CFP® Certification Education and ChFC® ProgramsHear from a peer, a professor, and take a tourLearn at The CollegeSee our full list of designation, certification, and degree programsTake 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.

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