chfc.theamericancollege.eduChartered Financial Consultant® Program | The American College of Financial Services

program × IRA SUCCESS Enroll in Ed Slott and Company’s IRA Success program and save $200 with promo code PEAKIRASUCCESS Enroll in Ed Slott and Company’s IRA Success program and save $200 with promo code PEAKIRASUCCESS Learn More Links For: Current Students Current Students Alumni Corporate Partners Philanthropic Partners Login Search 866-310-8181 Learn Professional Designations & Certifications Overview CFP® Certification Education Program CFP ® Alternative Capstone Program ChFC® Chartered Financial Consultant® RICP ® Retirement Income Certified Professional CLU ® Chartered Life Underwriter ® WMCP ® Wealth Management Certified Professional ® CAP ® Chartered Advisor in Philanthropy ® ChSNC ® Chartered Special Needs Consultant ® FSCP ® Financial Services Certified Professional ® CLF ® Chartered Leadership Fellow ® Certified Financial Fiduciary ® Master’s Degrees & Graduate Programs Overview Master of Science in Financial Planning (MSFP) Accredited Estate Planner® (AEP®) Certificate Programs Overview Business Succession Planning Certificate Estate Planning and Taxation Certificate Continuing Education Overview Ed Slott & Company’s IRA Success Consumer Financial Education Overview Know Yourself, Grow Your Wealth ® Spectrum of Legacies Professional Recertification Learn Learn at The College Browse All Programs The Student Experience Tuition and Scholarships Admissions Requirements Professional Recertification Legacy Programs FAQs Contact an Admissions Advisor Want a learning plan just for you? Test your knowledge and learn how to accelerate the value of your advice. 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Timing 18 Months Format i Study 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% Virtual Tuition Starting at $925/course Eight-course package available for $6,195 Enroll Now Request Info × Have Questions? We Can Help! Provide us with a few details and an Admissions Advisor will get back to you as soon as possible. cb12 repeater Experience Our Program 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. Take a Tour Opens in new tab cb28 program tabs ChFC ® Program at a Glance Enroll Now Take a Tour Opens in new tab Admissions Requirements Tuition & Scholarships What You’ll Learn Course Delivery Admissions Requirements 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 their final exams Agree to comply with The American College Code of Ethics and Procedures Participation in the annual Professional Recertification Program (PRP) is required to maintain the designation. Tuition & Scholarships Program tuition can be paid on a per-course basis, or packaged together at a reduced rate. Tuition covers your course fees, final exam, and course materials, including: Downloadable content for easy following Video lectures and expert interviews Practice exams and assessment questions Individual course: $925 Case-study course (HS 333): $1,130 Contemporary Applications in Financial Planning (HS 347): $1,650 3-Course Package (HS 333 & 347 excluded): $2,495 8-course package: $6,195 (additional packages available for review during enrollment) Scholarship opportunities for active-duty military personnel, veterans, and spouses, African American financial professionals, women, and other qualifying groups are available. Discover scholarship opportunities . What You’ll Learn 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. Your learning outcomes include: The basics of financial planning and risk management Income tax strategies for individuals, small businesses, corporations, and more Retirement planning, investing, and estate planning strategies for success Special needs planning, gift planning and inheritance, insurance, and more Course Delivery Study the eight-course curriculum at your own pace, engage through virtual office hours, and receive support from the nation’s preeminent academics and thought leaders and our academic advising team. Our best-in-class program features: Focus on modern and niche financial planning to broaden your professional and practice reach Elite faculty of nationally-recognized academics and researchers in financial planning Modern e-learning with Personal Pathway ® , allowing you to choose a flexible or more structured learning model Enroll Now Take a Tour Opens in new tab cb31 stats Why Become a ChFC ® ? Enroll Now 51% Of ChFC ® designation holders earn more on average than those without the designation. 1 59% Of client-facing field leaders are more likely to hold a ChFC ® designation. 2 50,000+ Professionals have earned the well-recognized, well-regarded ChFC ® designation. Enroll Now cb13 3 column content The ChFC ® is Right For You If: You Want to Go Beyond the Basics Get Specialized Planning Knowledge for Diverse Clients Client 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 Designations Earn Two Valued Certifications at Once! By 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 Knowledge Enhance Your Learning Outcomes Obtain 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. cb30 tab content Inside the ChFC ® Program Courses to Complete Eight Typical Completion Time 18 Months HS 300 Fundamentals of Financial Planning HS 311 Fundamentals of Insurance Planning HS 321 Fundamentals of Income Taxation HS 326 Planning for Retirement Needs HS 328 Investments HS 330 Fundamentals of...