chartered financial consultant

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Chartered Financial Consultant

A professional certificate offered through the American College in Pennsylvania. The certification qualifies one to consult on financial matters, especially for individuals and small businesses. In order to qualify for a ChFC, one must have worked a certain number of years in the financial industry and complete eight to nine courses in income tax, insurance, employee benefits, investment, and estate planning, among others. The certification itself is awarded after an exam. See also: Certified financial planner.

chartered financial consultant (ChFC)

A professional financial planner who has completed a series of courses and examinations in subject areas such as economics, insurance, real estate, and tax shelters. The designation is awarded by the American College in Bryn Mawr, PA. Compare certified financial planner.
References in periodicals archive ?
The AEP designation is available to attorneys (JD), Chartered Life Underwriters (CLU), Certified Public Accountants (CPA), Certified Financial Planners(TM) (CFP), Chartered Financial Consultants (ChFC), and Certified Trust and Financial Advisors (CTFA).
Description: This designation is awarded to attorneys, chartered life underwriters, certified public accountants, certified trust and financial advisers, chartered financial consultants and certified financial planners.
Chartered financial consultants (ChFC): Typically an expert in matters of life insurance and annuities, this type of planner must pass ten college-level courses that pertain to personal finance.
1 in the forest products industry in "social responsibility" in Fortune magazine's annual corporate reputation survey for performance for seven straight years, from 1994 through 2000, and received the American Business Ethics Award for public companies from the American Society of Chartered Life Under writers and Chartered Financial Consultants in 1997.
David, a former member of NYSE and New York Futures Exchange, and Susan, are both CERTIFIED FINANCIAL PLANNER(TM) practitioners and Chartered Financial Consultants.
DO-IT-YOURSELF INVESTING: Six out of 10 Americans don't seek professional help with financial planning, according to a survey by the American Society of Chartered Life Underwriters & Chartered Financial Consultants.
A Chartered Life Underwriter and Chartered Financial Consultant from the American College, he has also contributed to numerous financial publications, including Estate Planning, Leaders, Life Insurance Selling and The Journal of The American Society of Chartered Life Underwriters and Chartered Financial Consultants.
Consumers recognize and appreciate the significant knowledge that Chartered Financial Consultants, Chartered Life Underwriters and Certified Financial Planners(TM) bring to the financial advisor/client relationship.
The best planners take the time to get these designations, said Phyllis Bonfield, spokeswoman for the American Society of Chartered Life Underwriters and Chartered Financial Consultants.
McCormick is a member of the American Societies of Chartered Life Underwriters and Chartered Financial Consultants, the National Association of Life Underwriters, and the Seattle Association of Life Underwriters.
Mr Jacobson has successfully served on the Boards of non-profit organizations, most recently as a Director of the Chartered Life Underwriters and Chartered Financial Consultants Associations, where he served as Vice President.
8, 1998--The American Society of Chartered Life Underwriters (CLU) & Chartered Financial Consultants (ChFC) announced PricewaterhouseCoopers, LLP, New York, NY, as the private company honoree for the 1998 American Business Ethics Award (ABEA) for its business conduct program developed by Coopers & Lybrand.

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