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.
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For information about a financial planning study program and the Chartered Financial Consultant designation, contact:
Financial analysts and personal financial advisors
Marchand is a certified financial planner, a chartered life underwriter and a chartered financial consultant.
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He's a Chartered Financial Consultant a Chartered Life Underwriter a Certified Senior Advisor a Chartered Advisor in Senior Living and a member of several societies of financial service professionals.
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members shows that 53% of MDRT members hold the Chartered Life Underwriter professional designation, 38% hold the Chartered Financial Consultant designation and 25% hold the Life Underwriter Training Council Fellow designation.
MDRT's agents of change: the annual meeting attracts 7,500 members from 63 countries
CLU and ChFC--The Chartered Life Underwriter and Chartered Financial Consultant credentials usually are obtained by those who provide insurance services.
PFP: what it takes: credentials, time commitment among considerations of offering PFP services
Find out where he or she went to school, what degree(s) were earned and, of course, whether the person has any credentials recognized in the industry, such as the CFP or the Chartered Financial Consultant (ChFC) designation.
the right stuff
Some CPAs seek independent confirmation of their financial planning competency by obtaining one or more specialty designations, such as the certified financial planner (CFP), the chartered financial consultant (CHFC), the AICPA's personal financial specialist (PFS) and the chartered financial analyst (CFA).
CPAs as financial planners
Since chartered financial consultant Mike Dorman of Dorman & Company came to Sarasota in 1973, he has helped thousands of Southwest Florida families and businesses face up to and secure their financial futures through sound planning in the areas of life and disability insurance, investments and estate, corporate and retirement planning.
Michael Dorman of Dorman & Company
Helbing is a Certified Financial Planner (CFP[R]) and Chartered Financial Consultant (ChFC), and is a member of the Financial Planning Association, Society of Financial Services Professionals, and Medical Group Management Association.
Rick Helbing and Sandy Keir of Suncoast Advisory Group Complete Purpose-Based Financial Planning Workshop
of Westboro recently received the designation of Chartered Financial Consultant.
Minority Achievers receive recognition
Cordani also is a chartered financial consultant and a certified public accountant.
Cigna names David M. Cordani president, chief operating officer

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