What is a ChFC®?

What is a ChFC®?

ChFC® stands for Chartered Financial Consultant®. It is a professional insurance and financial services designation granted by the American College (Bryn Mawr,PA) to individuals who are:

  • Educated

Complete a comprehensive curriculum focused on estate and retirement planning and insurance.

  • Qualified

Pass a series of written examinations

  • Experienced

Meet specified experience requirements

  • Ethical

Maintain ethical standards

What can a ChFC® do for you?

A ChFC® (Chartered Financial Consultant®) is an educated, experienced, and qualified professional committed to the financial well being of your family, your business, and yourself. A ChFC can provide professional advice on a broad range of financial and insurance topics.

Why Select a ChFC®?

You and your family deserve the best possible insurance and financial services. A ChFC® is a qualified professional who can provide comprehensive insurance and financial services and guidance for your financial security.

A ChFC®:

  • Pledges to place your interests above all else when helping you to establish financial goals and implement a financial strategies to accomplish them.
  • Pledges to follow the latest industry developments and legislative challenges to help you chart a steady course of financial goals.
  • Pledges to adhere to a strict code of ethics.
  • Is committed to providing you with superior service.
  • Has successfully completed a curriculum of college-level courses from The American College.
  • Has a minimum of three years of qualifying professional experience.
  • Is one of a select group within the financial services field to earn the ChFC® designation.

Since its inception in 1982, more than 41,000 professionals have earned the ChFC® designation.