What Does a Franchise Consultant Do?
ChFC, a chartered financial advisor, is issued by the oldest and most prestigious American College in the financial vocational training industry in the United States. Founded in 1982, it is well respected in the financial industry in the United States and ranks with CFP.
Chartered Financial Advisor
Right!
- Chinese name
- Chartered Financial Advisor
- Short name
- ChFC
- Founded
- 1982
- Issuing unit
- American college
- ChFC, a chartered financial advisor, is issued by the oldest and most prestigious American College in the financial vocational training industry in the United States. Founded in 1982, it is well respected in the financial industry in the United States and ranks with CFP.
- ChFC focuses on providing clients with comprehensive financial planning. The ChFC exam is difficult, and the follow-up training is relatively complete, focusing on practical operations. At the same time, those who take the ChFC exam must have more than 3 years of relevant work experience and pass 8 core courses. Among them, 6 required courses are:
- Financial Planning: Process and Environment, Fundament alsof Insurance, Income Taxation, Planning for Retirement Needs, Investments, Fundamentals of Estate Planning), the other two can be selected from the Financial System in the Economy, Financial Planning Applications, Estate Planning Applications, and Financial Decision Making at Retirement .
- ChFC, like CFP, has a continuing education system, and members must obtain certain continuing education credits in accordance with regulations every year. ChFC and other financial certificates in the United States mutually recognize credits.