chartered financial consultant

Also found in: Acronyms.

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 AMERICAN COLLEGE has granted more than 23,000 financial professionals the chartered financial consultant (ChFC) designation.
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.
A graduate of the American College of Financial Planning, Feliciano is a Chartered Financial Consultant, Certified Life Underwriter, a member of the Institute for Certified Financial Planners, and holds the designation of Certified Financial Planners (CFP).
Hoover says, “I became a member 20 years ago with my first designation from The American College; the Chartered Financial Consultant.
Besides being an attorney, he's also a Chartered Life Underwriter, a Chartered Financial Consultant, a Registered Financial Consultant and a Certified Financial Educator.
He later earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.
Hoover earned his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations in 1991 from The American College.
Since the college's first class graduated in 1928, nearly 88,000 students have earned chartered life underwriter designations, more than 35,000 have earned chartered financial consultant designations, nearly 7,000 have become registered health underwriters and more than 1,000 are registered employee-benefits consultants.
Specializing in estate and retirement planning; insurance and annuities; and tax planning, Parrott is a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP), and a Registered Financial Consultant (RFC).
Lerner, a Chartered Life Underwriter, Chartered Financial Consultant and owner of Total Planning Sports Services, signs college athletes to insurance policies, like loss-of-value insurance.
The American College awarded 2,805 Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in October during the college's conferment ceremony in Orlando, Fla.
Dunlap is a Chartered Financial Consultant (CHFC) and Accredited Investment Fiduciary (AIF).

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