What is Chartered Financial Planner?

A professional designation representing completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by The American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

How can a ChFC® help me?

Here are just a few of the many areas where a ChFC® can assist you:

  • Creating a comprehensive financial approach
  • Protecting your assets and managing risk with appropriate levels of insurance
  • Managing taxes better for you and your business
  • Helping you secure your retirement
  • Building an investment approach to help you reach your goals
  • Enhancing the value of your estate to take care of your loved ones