Refresher Courses

This refresher course allows you to revisit the art and science of philanthropic planning whenever you need to guide a client through a meaningful legacy decision.

Welcome back to the Chartered Financial Consultant® (ChFC®) program. As a ChFC® designee, you have mastered a vast range of financial planning disciplines.

As a holder of the gold standard in life insurance planning, you have access to this refresher course to maintain your edge.

This refresher course provides on-demand access to the full suite of program materials, allowing you to revisit the specialized knowledge required to manage donor-advised funds effectively.

This refresher course gives you full access to the foundational knowledge and practical skills you gained during your studies.

This refresher course gives you on-demand access to the full library of course content so you can revisit the concepts, strategies, and frameworks that matter most to your practice.

This refresher course provides on-demand access to the specialized tax-informed planning strategies you mastered during the program.

This refresher course provides on-demand access to the modern, goal-based wealth management framework you learned in the program.