Chartered Financial Consultant®
ChFC® stands for Chartered Financial Consultant®. It is a professional financial services designation granted by The American College (Bryn Mawr, PA) to individuales who have proven themselves to be:
- Educated: By completing an eight course curriculum focused on the comprehensive financial planning process.
- Qualified: By passing a series of written examinations.
- Experienced: By meeting specified experience requirements or having three years of qualifying professional experience.
- Ethical: By maintaining ethical standards and adhering to The American College's Code of Ethics.
- Knowledgeable: By earning theit re-certification every two years through The American College, thereby ensuring they are informed on the latest developments in financial services.
What a ChFC® can do for you
A ChFC® 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 topics and help you:
Create a Sound Financial Solution- Achieve your financial goals
- Analyze your overall financial situation
- Identify your life and health insurance needs
- Identify your personal property and liability risks
- Review your current income tax situation
- Develop strategies to reduce and defer your income taxes
- Prepare a retirement plan that will meet your needs
- Select the best tax-advantaged retirement plan
- Achieve your short-term and long-term financial goals
- Identify appropriate investment opportunities
- Design a portfolio that fits your objectives and risk tolerance
- Provide for your financial security during retirement
- Enhance your family's security through the accumulation of an estate
- Conserve your existing assets