Financial professionals desiring comprehensive financial planning knowledge.
Timing
<18 Months
Format
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
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.
Responsibilities
To receive the ChFC ® designation, you must:
- Successfully complete the eight required courses and final exam
The ChFC ® is Right For You If:
- You Want to Go Beyond the Basics
- You Want to Earn Dual Designations
- You Want to Build on Your Knowledge
Inside the ChFC ® Program
Courses to Complete
Typical Completion Time: <18 Months
HS 300 Fundamentals of Financial Planning
Provides 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 process
- Differentiate between various communication techniques used by advisors
- Utilize the various financial planning approaches to provide actionable recommendations
- Review personal financial statements and perform financial statement analysis
- Build a foundation in quantitative techniques and basic economic concepts
- Apply education planning and funding techniques to help clients achieve their goals
- Review and apply the ethics of personal financial planning within various frameworks
Which Program Is Right For You?
Save time with a quick view of how our ChFC ® Program compares to our CFP ® Certification Education Program.
Take 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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