The ChFC® Refresher Course is an exclusive resource for professionals who have completed the nine-course ChFC® program. It covers the entire curriculum, from insurance and taxation to estate and special needs planning. This is a non-assessed environment dedicated solely to your ongoing professional review.
Your refresher access includes all text and video content from the ChFC® program, including the practical case studies that define the designation. You can revisit the capstone materials or any of the individual courses to reinforce your expertise in comprehensive financial planning.
Use this course as a high-level educational reference. Revisit specific topics to review planning frameworks before comprehensive sessions or use the materials to stay current on evolving tax and estate laws. SPARK is also available within the course to help you synthesize information or challenge your understanding of the material through interactive dialogue.
