Why Work With A ChFC® Designee

What Is The ChFC® Designation?

The financial needs of Americans have changed. The American College of Financial Services created the Chartered Financial Consultant® (ChFC®) program to help financial professionals all across the country serve the ever evolving American demographic by educating them with a comprehensive educational program in all aspects of financial planning.

A financial professional who has earned the ChFC® designation has received specific education enabling them to advise their clients on a myriad of topics. Not only can they provide fundamental financial planning advice, but they can also advise on current topics such as: behavioral finance, families with special needs dependents, small business planning, financial planning for clients in the LGBT community, financial planning for divorce, and much more. The education in the ChFC® curriculum creates a diverse financial planner who is ready to help meet your individualized needs.

Each ChFC® designee has taken nine college-level courses on the essentials of financial planning from The American College of Financial Services, a nonprofit educator.

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

• Creating a comprehensive financial approach*
• Protecting your assets and managing risk with 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
• Strategies for business planning, divorce, blended families, special needs, and clients in the LGBT community
• Understanding the unique challenges associated with retirement income portfolios, behavioral finance, ethics, and estate planning strategies

* The ChFC® designation is for educational purposes only. 

** Boston Integrity Financial Services & Insurance® and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Holding the ChFC® designation is compatible with all advisor and broker/ dealer business models and doesn’t create a new standard of care.

The ChFC® curriculum is administered by The American College of Financial Services in Bryn Mawr, Pennsylvania. The College is a nonprofit educational institution with the highest level of academic accreditation, dedicated to leadership in innovative training and development for financial services firms and professionals. The College is distinguished by resources of the highest quality, innovation in program design and delivery, and results that create sustainable advantages for students, their organizations, and their clients.