What is a Chartered Financial Consultant (ChFC)?

What is a Chartered Financial Consultant (ChFC)?

The ChFC is available to any financial professional who wishes to help clients with complex situations.

A ChFC has the expertise and depth of financial knowledge that may help you if you:

Should You Hire a ChFC?

Would Like Tax  Planning Support for Your Business

These include tax credits, deductions, capital gains and losses, annuities,  and more.

Have a Unique Family Situation

A ChFC may be a great resource if you’ve gone through a divorce, or have a special needs child.

Hope to Make the Most Out of Your Investments

A ChFC can support your investment plan so you can maximize your income.

Wish to Prepare for Major Financial Milestones

They may give you some much needed peace of mind that you’re on track to meet them.

What Does it Take to Earn and Maintain the ChFC?

Before financial professionals sit for the ChFC, they must complete a series of eight courses. These are delivered via the new Personal Pathway™ model.

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