ChFC®
Chartered Financial Consultant®
Essential knowledge applied to your practice
ChFC® designees report significant improvements in the depth of their planning expertise.
What is the ChFC®?
The Chartered Financial Consultant® designation, or ChFC®, offers financial professionals comprehensive planning knowledge through essential education on insurance, taxation, retirement, and estate planning. It also addresses behavioral finance, non-traditional family structures, and small business planning.
Our Proven Outcomes
ChFC® DESIGNEES REPORT:
+75% higher growth in client retention
+49% higher growth in number of clients
+32% higher growth in earnings
+30% higher growth in production
+15% higher growth in client assets under management (AUM)
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024. Based on reported three-year growth compared to advisors with no designations.
Say the ChFC® improved their ability to deliver retirement, estate, and comprehensive financial planning
Say the ChFC® improved their client conversations
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.
What Designees are Saying
“As a proud holder of the ChFC®, I love the fact that it extends beyond the CFP® certification in terms of college-level coursework and is more realistic and applicable in what is being taught.”
—Ralph Mitchell, MBA, MS, ChFC®
"The ChFC® gives you more professional credibility, even with other advisors, CPAs, and attorneys. When they see the designation, they know you've done your homework and you know what you're talking about.”
—Daniel White, ChFC®
“The ChFC® sets you apart as a professional. It lets your clients know that you are in it for the long run. It tells the world that you are interested in being the best.”
—Thomas J. O’Haren, ChFC®, CLU®
A Legacy of Industry Leadership
Founded in 1927, The American College of Financial Services is the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College's faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Your Life's Work
Powered by the leading academic institution for applied financial knowledge and education.
The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. 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.
© The American College of Financial Services
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