Chartered Financial Consultant

Richbrite • Clark, NJ, United States • $200k - $250k / year • 3w ago

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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