ChFC - The American College Of Financial Services

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ChFC CHARTERED FINANCIAL CONSULTANT COMPREHENSIVE, APPLIED FINANCIAL PLANNING KNOWLEDGE Get to know this important designation

ChFC : THE MARK OF EXPERTISE IN THE FINANCIAL SERVICES PROFESSION What is a ChFC ? The Chartered Financial Consultant (ChFC ) designation represents a comprehensive education that addresses all aspects of personal financial planning, with a focus on practical, real-world applications. ChFC designees are committed to professional and ethical best practices and must recertify this commitment annually. What makes a ChFC different? A ChFC education is much like the preparation for CFP certification education, but with additional required instruction on the principles of financial planning for a broad array of contemporary scenarios found in today’s social and economic environments. The ChFC is a mark of excellence that acknowledges that your advisor has a comprehensive education in financial planning, with an emphasis on modern, application-based concepts.

A ChFC is guided by a standard of professional ethics and committed to providing comprehensive, practical financial advice to clients. Why choose a ChFC ? By working with a ChFC , you know your advisor has a comprehensive financial planning education and knows how to leverage a knowledge of investments, insurance, and tax planning into a financial plan designed for you. Moreover, the ChFC designation prepares advisors to face an array of modern challenges in financial planning, including small business planning, planning for divorced and blended families, and planning for families with special needs.

Benefits of working with a ChFC : D etermine your financial goals and the path to attain them P lan for and manage the risks faced in life and in retirement E nsure your unique or special needs are considered in the financial plan P rotect your family’s current and future financial needs M ake smart legacy planning decisions E xplore strategies for estate and gift planning that minimize your tax burden B uild a comprehensive personal, business, and/or estate plan that addresses your financial needs and goals AVERAGE STUDY TIME FOR THE ChFC PROGRAM EXCEEDS 400 HOURS An additional 15 hours of continuing education is required every year to maintain the ChFC designation.

EVERY ChFC MUST COMPLETE 8 Rigorous courses covering foundational financial planning concepts, along with specialized planning techniques. What a ChFC can do for you: UTILIZE INCOME PLANNING STRATEGIES TO ENSURE FINANCIAL SUCCESS IN RETIREMENT ADVISE MODERN FAMILIES AND DIVORCED COUPLES IN THE FINANCIAL PLANNING PROCESS CONSULT ON INCOME TAX AND ESTATE PLANNING ISSUES FOR INDIVIDUALS WITH SPECIAL NEEDS AND THEIR CAREGIVERS DELIVER SPECIALIZED FINANCIAL PLANS FOR BUSINESS OWNERS APPLY BEHAVIORAL FINANCE TECHNIQUES TO STRENGTHEN RELATIONSHIPS WITH CLIENTS ENSURE YOUR ADVISOR IS CREDENTIALED AND CURRENT: Visit YourAdvisorGuide.com

ChFC CHARTERED FINANCIAL CONSULTANT TO LEARN MORE, VISIT: THEAMERICANCOLLEGE.EDU/ChFC 630 ALLENDALE ROAD, SUITE 400 KING OF PRUSSIA, PA 19406 The mark of ChFC is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the ChFC if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. MKT00055 REV. MAR. 2022

advisor has a comprehensive financial planning education and knows how to leverage a knowledge of investments, insurance, and tax planning into a financial plan designed for you. Moreover, the ChFC designation prepares advisors to face an array of modern challenges in financial planning, including small business planning,

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