The ChFC® is designed for financial professionals seeking practical, in-depth expertise in comprehensive financial planning. The program consists of nine online courses covering insurance, taxation, retirement, investments, estate planning, and more. Courses are completed fully online and on your own schedule, with no bachelor's degree required to enroll. At least three years of experience in financial planning or a related field is required to use the designation. Completing the ChFC® program also satisfies the education requirement to sit for the CFP® exam, giving you two credentials within one program.
The ChFC® curriculum goes beyond foundational knowledge, emphasizing real-world application through case studies and practical scenarios. You'll develop skills in risk management, tax strategies for individuals and businesses, retirement and investment planning, estate planning, and special needs planning. The program's capstone course brings all prior coursework together, challenging you to synthesize and apply your knowledge through the delivery of a comprehensive financial plan.
The ChFC® is a strong fit for experienced financial professionals who want to deepen their planning expertise and distinguish themselves with a rigorous, applied credential. It's also a valuable pathway for those working toward the CFP® exam, offering a two-for-one opportunity to advance your career.
