Chartered Financial Consultant (ChFC)

A Chartered Financial Consultant (ChFC) is a financial advisor with advanced knowledge in wealth accumulation and retirement planning. An advisor with a ChFC is an expert in retirement planning and capital accumulation strategies.

Individuals with the ChFC designation have demonstrated their vast and thorough knowledge of financial planning. In addition to successful completion of an exam on areas of financial planning, including income tax, insurance, investment and estate planning, candidates are required to have a minimum of three years experience in a financial industry position.

The ChFC charter help individuals analyze their financial situations and goals.

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